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Advantage Platform Administration

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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Advantage Platform Administration

Conga Advantage Platform for Administrators

Custom Views

Conga Advantage Platform application allows you to save your filtered view and set it as the default view, so there is no need to reselect the filters every time you open the grid (list) view.
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.

Saving a Custom View

If you create a custom view, you can save it for future sessions, and you can share this custom view with other users.

  1. Log in to the Conga Advantage Platform as an admin user.
  2. Go to the page containing the grid view you want to filter.
  3. Customize your view by applying filter criteria:
    • Filtering Options: Use the available filtering options to set criteria for your view. This might involve selecting specific fields, setting conditions, and choosing values for those conditions. For more details, see Filtering Records in the Grid View.
    • Managing View Settings: Apply the view setting to control which columns to display in the grid view. For more details, see Custom View Settings.
    • Rows per Page and Page Number: Specify the number of records to see per page using the Rows per Page option. Enter the page number in the designated box to set the default page when applying the view.
    • Sorting: Apply column sorting for better navigation.
  4. Go to the dropdown menu next to the search bar and click Create New View. The Save View popup appears.
  5. Enter a name and description for your view.
  6. You can save your view as either Private or Public:
    • Private: Select this to restrict the search view to yourself only. It remains private and accessible only to you.
    • Public: Select this to permit others to access and use your search view. Your search view will be made public, allowing others to view and use the same search criteria.
    Note: The application restricts Non-Admin users from creating public views. They can only view the views created by Admins and themselves, and they can edit or delete only their private views.
  7. Click Save to save your filtered view.
  8. To access your saved view, click the dropdown menu to the left of the search bar.
  9. Click the More () icon for the view from the list and select Set as default.

The grid view updates and displays records based on the saved filter criteria. The system retains the applied filter, showing it in the grid view when you return after switching screens.

Editing a Custom View

You have created a custom view as described in Saving a Custom View.

You can change any custom view you have created.
  1. Click the More () icon for the relevant view from the list and select Edit.
  2. Make the necessary changes.
  3. Click Update.

Deleting a Custom View

You or your administrator have saved a custom view as described in Saving a Custom View.

You can remove custom views that no longer do work you need.

  1. Click the More () icon for the relevant view from the list and select Delete.
  2. From the confirmation dialog, click Confirm.
Administrator Guide
Conga Advantage Platform Administration

August 29, 2025