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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. Other portlets contain a Properties icon that allows you to customize the type of information displayed in the portlet.

Portlet Callouts.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 Sort option

Click on a column heading to change the sort order of the data.

You cannot sort the data in any of the Recently Viewed portlets.

C 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.
D 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.
E Status  multi-select list If present, filter the records that display by selecting one or more statuses.
F Tabs If present, click on a tab to display a different view of the data.

G

Icons

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

H

Properties icon

Click to display a prompt or window and modify the properties for the portlet:

  •  Active Workflow Items - displays a Configure Tabs prompt to control which tabs display in the portlet.
  • Upcoming Events - displays a Time Span prompt to control the number of days prior to the current date when displaying events that are due for completion.
  • Search Query - displays a Query Selection prompt to load an existing search and run it in the portlet.
  • Charting - displays a Chart Design window to select the type of chart and the search filter to use when displaying the chart in the portlet. 

I

Collapse icon

Click Icon Collapse Portlet.png to collapse a portlet so that only the header displays. Click Icon Expand Portlet.png to redisplay the entire portlet.

J Close icon Click to remove a portlet from the Dashboard.
K Resize icon Hover over the Icon Resize Portlet.png symbol between two portlets until the resize icon displays. Then, click on the icon and drag it to the right to increase the width of the portlet on the left, or drag it to the left to increase the width of the portlet on the right.
L

Show Items list

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

M

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.

N

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

O

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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