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Conga Support

Building a Concatenation

Administrators can set up a Profile Rule that includes a formula, which is concatenated by Novatus and then used to auto-populate a field in a Company, Contract, or Project Profile screen, or a field in an additional form that has been captured in a Company, Contract, or Project Profile.

 Concatenation is the action of linking field values together in a series and displaying this string of information in another field in a Company, Contract, or Project Profile screen, or in a field in an additional form that has been captured in a Company, Contract, or Project Profile.

Administrators build the concatenated formula using one or more of the fields in a Profile screen or an additional form, along with symbols, which identify the linkage between the fields. Static text and symbols can also be added if a constant needs to be applied to the concatenation.

The fields used to build the concatenation must be required in order to produce an accurate formula. Therefore, Administrators must make any default fields in the Company, Contract, and Project Profile screens that are used in the formula required from the List Administration screen. For additional fields that have been added to the Company, Contract, and Project Profile screen, as well as the additional forms linked to Company, Contract, and Project Profiles, these profile and additional form fields must be designated as required from the Additional Forms Admin Browse screen.

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A

Navigation Toolbar

Click on Admin to display a menu of your administrator functions, and click on Profile Rules to display the Profile Rules Admin screen.

Note: If the Profile Rules link is not in your Admin menu, you do not have the permissions to use this feature.

B

Profile Type: Company Additional Forms category

Locate the category in the browse screen.

Note: If you are building a concatenation for an additional contract form, locate the Profile Type: Contract Additional Forms header. Similarly, if you are building a concatenation for an additional project form, locate the Profile Type: Project Additional Forms header. To build a concatenation for a field in a Profile screen, click on the appropriate link under the Profile Type: Profile header, such as Company Profile, Contract Profile, or Project Profile.

C

Company Additional Forms records

Locate the additional company form that needs the profile rule, and click on it to display its Profile Rules Edit screen.

Note: If you are building a concatenation for an additional contract form or an additional project form, click on the appropriate link. To build a concatenation for a field in a Profile screen, click on the Company Profile, Contract Profile, or Project Profile link.

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D

Add Rule button

Click to add a blank rule record.

Note: If the Profile Rule already exists, proceed to Step H.

E

Rule Name and Rule Description fields

Enter a name for the new rule in the Rule Name field, and then provide a brief description of the purpose of the rule in the Rule Description field.

F

Add Condition

button

Click to display three editable fields that will allow you to define the condition for the rule. The Field list contains a list of the available fields for the rule, and the Value list contains a list of possible options for the selected field. The Operation field contains an "In" option to include values, and a "Not In" option to exclude values.

Note: A profile rule can have more than one condition, or no conditions. If you do not want to add any conditions, proceed to Step H.

G

Field and Operation lists, and Value multi-select list

  • Make a selection in the Field list to identify the field you want to serve as the condition for the rule.
  • Select the In option in the Operation field if you want to write a rule that includes the selection(s) you will make in the Value list for the field you selected in the Field list. Select the Not In option if you want to write a rule that excludes the selection(s) you will make in the Value list.
  • Make one or more selections in the Value multi-select list to define all the items that will be affected by the rule.

H

Add Action button

Click to display three editable fields that will allow you to create an action for the rule.

Important: If you specified a condition, the Profile Rule action will only be executed when the condition is met.

I

Action Type list

Select Calculate Field in the list.

J

Field list

Select the field in which you want Novatus Contracts to display the concatenated string. In this example, the Internal Company Code field is selected.

K

Value field

Click in the field to display the Formula Editor window.

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L

Variable list

Review the list of fields that can be used in the concatenated string that you want to display in the field selected in Step J.

In the following example, the Internal Company Code field (Step J) is populated using a concatenated string comprised of three other fields: Company Classification, Company Financial Rating, and Effective Year of Company Contract. The fields in the string are enclosed by Pipe symbols ( || ), which are used to identify a variable that must be provided by Novatus. However, a Pipe symbol is not needed after the last concatenated field. The Pipe symbol is created by holding down the Shift key and depressing the backslash ( \ ) key twice.

In the example, the fields in the concatenated string are also separated by dashes, which are enclosed in single quotation marks (i.e., '–' ). Single quotation marks are used to identify static information in the formula. In addition, a prefix has been inserted at the beginning of the concatenated string and encased in single quotes (i.e., 'INT-' ).

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M

Variables and Pipe Symbols

The three fields that need to appear in the linked string are inserted into the Formula Editor and encased by Pipe symbols. A Pipe is created by holding down the Shift key and depressing the backslash ( \ ) key twice.

Important: DO NOT enter a Pipe symbol after the last concatenated field.

N

Static Information and Single Quotation Marks

Any static information must be enclosed in single quotation marks to identify the information as a constant. In this example, the concatenated string includes both text and a symbol. The text is a prefix for the string (i.e., 'INT-') while the symbols are the dashes used to separate the information in the string (i.e., '–' ).

Important: Make sure there is a space between every variable and symbol.

O

Save button

Click to save your information and build the concatenation for the profile rule.