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Advantage Platform Administration

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Advantage Platform Administration

Conga Advantage Platform for Administrators

Custom View Settings

View Setting allows you to control which columns are displayed in the grid, freeze/pin a column range, rearrange the column order, and change the column width by resizing the necessary columns. You can then save your filtered view of a record and set it as the default view, so there is no need to reselect the filters and rearrange the column every time you open the Grid View (List View). For more information, see Custom Views.
Note: The system displays a lock icon next to each out-of-the-box (OOTB) view on grid listing pages to indicate it is protected. You cannot edit or delete these system-defined views.

Adding or Removing Columns from the Grid

This task provides instructions on how to add or remove columns from the grid view settings.
  1. Click the View Setting () icon. A View Settings dialog box appears.
  2. To remove a column from the grid, highlight it in the right section and click the minus-sign () icon.
  3. To add a column to the grid, highlight it in the left section and click the plus-sign () icon. You can use the search box available above the section to search for a specific field.
  4. To add or remove more than one column, use Ctrl-Click or Shift-Click to highlight the columns, then click Add/Remove Selected Fields (left and right arrows).
  5. To add or remove all columns, click Insert/Remove All.

    At least one column must be displayed in the grid.

  6. Click Apply to close the dialog and apply view settings to the grid. Or click Apply and Save to View to apply view settings and save them to the current view (if any).

Rearranging Columns in the Grid

This task is performed within the grid view of the application, where you can customize the arrangement of columns to better suit your workflow.

  1. Click the View Setting () icon to open the View Settings dialog.
  2. In the right section, click and drag a column name to move it before or after another column in the list.
  3. To move a column up or down one place in the order, hover your cursor over the column name and click the up or down arrow.
  4. To change the position of more than one column, use Shift-Click to highlight the columns and click the up or down arrow to the right of the section to move the selected columns.
  5. Click Apply to close the dialog and apply view settings to the grid. Or click Apply and Save to View to apply view settings and save them to the current view (if any).

Freezing/Pinning Columns

Freezing or pinning columns in a data grid allows you to keep specific columns visible while scrolling through other data. This feature is particularly useful when working with large datasets, as it helps maintain the visibility of important information while navigating through the rest of the data.

When four or more column items are added to the showing panel, you can enable the Freeze Column toggle.

  1. Click the View Setting () icon to open the View Settings dialog.
  2. Enable the Freeze Column toggle. You can see two sliders (one at the top after the first column and the second at the last).
  3. Click and drag the top and bottom sliders to define the range of visible columns to be pinned.
  4. Click Apply to close the dialog and apply view settings to the grid.

Resizing the Column Width

This task is applicable when working with list views in applications where column widths need to be adjusted for optimal data display. It is particularly useful in scenarios where data columns are too narrow or too wide, affecting readability and data analysis.

  1. Navigate to the column for which you want to resize the width.
  2. Click and drag the edge of the column.

    You can resize columns, but not rows. Columns don't retain their sizes, so the next time you open the list page you will have to resize the column again.

Administrator Guide
Conga Advantage Platform Administration

August 28, 2025