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Conga Support

Deleting a Rule for a Company, Contract, or Project Profile Field

An Administrator can delete a profile rule for a system field or an additional field in a Contract, Company, or Project Profile screen if the rule no longer applies or becomes invalid. Alternatively, an Administrator can delete an individual condition or action for a Profile Rule if the rule contains more than one condition or action.

Deleting an Entire Profile Rule

1.  Click Admin in the Navigation Toolbar, and click the Profile Rules link.

2.  In the Profile Rules Admin screen, locate the Profile Type: Profile category, and click the Contract Profile (or Company Profile or Project Profile) record.

3.  In the Profile Rules Edit screen, locate the profile rule you want to delete in the Rules section, and click its icon.

4.  In the confirmation prompt, click Yes.

Deleting a Condition or Action for a Profile Rule

1.  Click Admin in the Navigation Toolbar, and click the Profile Rules link.

2.  In the Profile Rules Admin screen, locate the Profile Type: Profile category, and click the Contract Profile (or Company Profile or Project Profile) record.

3.  In the Profile Rules Edit screen, locate the profile rule whose condition/action you want to delete in the Rules section.

4.  Click on the rule name to select it and enable its Condition and Action fields.

  • To delete a condition, locate the condition record in the Conditions section of the screen, and click its icon. Click Yes in the confirmation prompt.
  • To delete an action, locate the action record in the Actions section of the screen, and click its icon. Click Yes in the confirmation prompt.

5.  Click Save.