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Conga Support

Portlet Display and Functionality

The fields that display in a portlet can be managed to display only the information that is most relevant to you. Some portlets contain multiple tabs to provide alternative views of stored data, such as the different statuses of a document in a document package.  Portlets that typically store several data records include the Search option, which is used to quickly locate specific information.  

PortletDisplay.png
 

A

Column display

To customize the information in a portlet, hover over a column heading until the icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

B

Search option
  • If present, enter a keyword or value in the Search field, and click . Click Icon Search Clear.png to clear the filter.
  • (Optional) Click Icon SearchList.png to display a list of searchable fields, and then click in the check box to the left of the fields you want to search.
C Tabs If present, click on a tab to display a different view of the data.

D

Icons

If present, click on an icon to perform a task.

E

Sort option To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

F

Reorder and Resize Columns

  • To resize a column, hover over the right or left border of the column heading until the resize icon appears. Click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the icon displays, you are successfully moving the column.

G

Show Items list

To change the number of data records that display on each screen, change the default selection.

H

Jump to Page option

To view a specific page of contract records, enter a value in the Page field and press the ENTER key on your keyboard.

I

Paging option
  • To move forward or back one page, use the and icons.
  • To display the first or last page, use the and  icons.

J

Refresh option To return the portlet to the default view after a running a search or making changes to the display, click  image053.png.
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