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Conga Support

Viewing a Contract History Screen

The History feature records all of the changes made to the fields in the Contract Profile screen, including changes to the Additional Fields that have been added to the profile by your Administrator.

The changes made to the information for a contract are viewed from the Contract Profile.

A

History link

Click to display the History screen.

B

History records

Review the changes that have been made to the Contract Profile. 

   A change has been made to a field if the Original Value column is populated. The new value for the field is displayed in the corresponding Updated Value column.

C

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

D

Column display 

To customize the information in a browse screen, 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.

E

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.

  The History file will also include a Flow Invalidated record if a user has invalidated (vs. completing) a flow linked to the Contract Profile. The Flow Invalidated record includes the name of the person who invalidated the flow, along with a date/time stamp.

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