The Profile Rules Admin screen provides access to profile rules for both the Company, Contract, and Project Profiles, as well as the additional forms associated with the Profiles. The screen is divided into four Profile Type categories: Profile, Company Additional Forms, Contract Additional Forms, and Project Additional Forms.
The Profile category is further divided into Company Profile, Contract Profile, and Project Profile and houses the profile rules for both the default fields and theadditional fieldsthatProfile Rules Adminshave added.
Users access the additional fields for a profile by displaying theAdditional Fieldssection in a Company, Contract, or Project Profile.
The Company, Contract, and Project Additional Forms categories display only if anAdditional Forms Adminhas added at least one company, contract, and projectadditional formto Conga Contracts.
Users access the additional forms that are linked to a profile by clicking theAdditional Formslink in a Company, Contract, or Project Profile.
Click theGear Iconin theNavigation Toolbar, and click the Profile Rules link in the menu.
In the Profile Rules Admin screen, locate the Profile or the Additional Form category.
Tip:
All categories in the screen are expanded by default, displaying all the additional fields and the additional forms. Click on the collapse icon for one or more categories to increase the viewing area for another category.
In the category, locate the Profile or the Additional Form containing the profile rule, and click on it to select it.
In the Profile Rules Edit screen, you can:
Add,edit, ordeletea rule for a default or additional field in the Company, Contract, or Project Profile screen.Add,edit,ordeletea rule for a Company, Contract, or ProjectAdditional Form.