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Conga Support

Viewing the Product Grid

The Product Grid allows you to manage all the products that have been added to a Contract Profile from a single screen, instead of accessing individual Product Profiles and/or the Products browse screen. The Product Grid is especially convenient when there are several products stored in the profile, allowing you to view, add, edit, and delete products from a central location.

The Product Grid is viewed from the Products browse screen in a Contract Profile.

   You can also view the products stored in a Contract Profile from the Products browse screen.

A

Products link

Click to display the Products browse screen.

B

Edit Product Grid button

Click to display the Product Grid.

C

Product records

View the products stored in the profile.

Note: You can edit a product in the grid by clicking in any product field to activate it, and then editing the information.

D

Add Product button

Click to add a blank product record to the grid. Populate the fields to add the product to the grid.

E

Delete icon

Click on the Icon Delete icon to delete a product from the grid.

F

Sort option

If you want to change the sort order of the data in a column, click on the column heading to toggle the sort order.

G

Column Display option

If you want to filter the information displayed, click on the arrow icon to the right of any column to display the Sort/Column menu, and select Columns to display a list of available fields. Select the fields you want displayed in the browse screen by clicking in the check box to the left of the field.

H

Reorder and Resize Columns

  • To resize a column, mouse over the right or left border of the header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • To move a column to a different location in the browse screen, click on the column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the icon displays during the move.

 

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