Using Schema Manager, you can create custom fields for standard or custom objects. 

To create a new field for a custom/standard object

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner > Admin Console > Schema Manager.
  3. Use Basic Search to locate the object you want to update. Click the object name to open object details.
  4. Click Create New Field.

  5. Enter or select values in the following common fields:

    The field containing data type column information is only visible and appropriate to that specific data type. All other fields without a data type column are displayed for all data types.

    FieldDescription
    Display NameEnter a user-friendly display name for the field.
    Data TypeSelect the data type from the list. Other fields are rendered based on the data type selection. For a list of data types, see Custom Field Types.
    Field NameAccept this value or change it to override the default, which is auto-populated from the display name. For example, entering Test 123 in the display name auto-populates the field name as "Test_123".
    DescriptionEnter a description of the field.

    		Data TypeDescription
    Default Value

    Enter or select a default value for the field, depending on the data type.

    This field is only visible for Boolean, String, Currency, Date Time, Date, Picklist, MultiPicklist, Double, Decimal, Int, and Image data types.

    Picklist NamePicklistSearch and select the picklist that you will use for this new field. For more information on how to create a picklist, see Creating and Managing a Picklist.
    LengthStringEnter the string length. The maximum length for the String data type is 2000, and the maximum length for the LongString data type is 10000.
    PrecisionCurrency, Double, and DecimalSpecify the total length of the value. The maximum precision value that can be set is 24.
    Scale

    Currency, Double, and Decimal

    Specify the total number of digits after the decimal point. The maximum scale value that can be set is 23.

    This field is only used for display purposes for the Currency data type.

    AutoNumber Initial SeedAutoNumber

    Enter the initial seed value. You can also add the prefix.


    AutoNumber PrefixAutoNumber

    Enter the prefix to add to the initial seed value.

    For example: If you add PLI as a prefix and your initial seed value is 00001, the new record will have the incremental number with the PLI prefix, e.g. PLI-00001, PLI-00002, and so on.

    Complex Metadata NameComplex and Complex Array

    Search and select the complex metadata. Complex metadata is used to create a complex field by nesting multiple fields with different data types—such as strings or numbers—into a single field.

    For more information on creating complex metadata, see Managing Complex Metadata.

    Reference Object NameReferenceSearch and select the object that this field refers to.
    Lookup Object NameLookupSearch and select the lookup object.
    Target ObjectRollupSearch and select the name of the object that the rollup field value is dependent on.
    Target Object FieldRollup

    Search and select the field within the target object to be used for computation.

    The target object field must have a Double, Integer, or Decimal data type and have indexed, numeric, and non-formula fields.

    Rollup FunctionRollupSelect the aggregate function that applies to the field that this field targets.
    Rollup Filter CriteriaRollupDefine additional filters on the target field. For example: Status = 'InReview'
    Is Sortable

    Enable this toggle to indicate that this field can be used as an order-by clause in search criteria.

    • This field is enabled by default if you enable the Is Indexed field.
    • Except for Auto Number, Long String, Complex, and Image, this field is visible for all data types.
    Is Required

    Enable this toggle to make this field mandatory.

    Except for Auto Number and Rollup, this field is visible for all data types.

    Is Rich TextLongStringEnable this toggle to use rich text formatting with this field.
    Is Unique

    Enable this toggle to mark the field as unique. This prevents the creation of a new field with the same name.

    This field is only visible for String, Currency, Reference, Double, Decimal, and Int data types.

    Is Indexed

    Enable this toggle to indicate that this field can be used in the where clause. Indexed fields can be used in order by clauses as well.

    • When you enable this field, the Is Sortable field is enabled by default.
    • Except for Auto Number, Complex, Long String, and Image, this field is visible for all data types.
    Is Calculated

    Enable this toggle to indicate that this field is a formula field.

    This field is only visible for Boolean, String, Currency, Date Time, Date, Reference, Double, Decimal, and Int data types.

    Formula

    Click Construct a formula here to open the Formula Builder, which allows you to quickly and easily create simple to complex expressions used to calculate field values for your object. For more information on how to create a formula field, see Formula Builder.

    This field is only visible if you enable the Is Calculated toggle.

  6. Click Save & Create New to start creating a new field or click Save to save the created field.

To update the field

  1. Click the More () icon for the relevant field from the list and select Edit.
  2. Modify the required fields as necessary.
  3. Click Save.

To deprecate the field

Only custom fields can be deprecated.

  1. Click the More () icon for the relevant field from the list and select Deprecate.
  2. From the confirmation dialog, click Confirm.

To delete the field

You cannot delete out-of-the-box (OOTB) fields. Custom fields can be deleted, but only if the corresponding database table is empty.

Prerequisites

AllowCustomFiedDeletion configuration must be enabled to delete any custom field. Contact your Conga Support Representative to enable this configuration.

  1. Click the More () icon for the relevant custom field from the list and select Delete.
  2. From the confirmation dialog, click Confirm.

If the field includes any data in any of the records, the application displays an error message. If you still wish to delete the field, you must first delete the record that includes the data in this field.