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Conga Support

Adding an Additional Form

An additional form contains fields designed to capture information that is not captured in the default Novatus program screens, but your company deems as important information for a contract, company, or project. An additional form can be optional or required, and a prompt will continue to display until a required form is captured by adding it to the profile and providing the information requested in the form. An additional form can be added to a profile more than once, unless it is a single-use form, which only allows the form to be added to the profile once.

An additional form is added from the Additional Forms browse screen in a Contract Profile, Company Profile, and Project Profile.

  Although the Contract Profile is used in the example below, the same steps also apply to adding an additional form in a Company Profile and Project Profile.

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A

Additional Forms link

Click to display the Additional Forms browse screen. Required additional forms display with a pink background.

Note: If an Additional Form Profile displays instead of the browse screen, there is only one additional (dynamic) form linked to the Profile and that form is a single-use form that has already been captured. Therefore, you cannot add another additional form to the profile.

B

Additional Form records

Locate the additional form you want to add to the profile, and click on it to display the browse screen for the selected form. If there is a "0" in the Forms Captured field, the form has not yet been captured and added to the profile.

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C

Additional Form fields

View the fields in the form, which display as column headings in the screen. If the form has previously been added to the profile, a form record displays under the column headings showing the information captured for each field.

D

Additional Form records display

  • If you want to change the fields that are displayed in the browse screen for an additional form, click on the arrow icon to the right of any column to display the Sort/Column menu. Click on Columns to display a list of available fields, and then select the fields you want displayed by clicking in the check box to the left of the field.
  • If you want to resize a column to accommodate the information in that column, mouse over the right or left border of the column header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • If you want to reorder the columns of information, click on a 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.

E

New [Form Name] button

Click to display a screen that will allow you to add a new additional form.

Note:  If the button is not present, this is a single-use form that can only be captured once.

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F

Required fields

Provide the requested information.

G

Optional fields

Provide the requested information, if known.

H

Save button

Click to save your information and add the additional form.

An Additional Form Profile is created, and a form record displays in the Additional Forms browse screen.

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