Conga Product Documentation

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Viewing Favorites on Modern UI

On the Modern UI, all favourites are displayed in a table that includes details such as Name, Scope (Public or Private), Created Date, and Description. You can customise the table by adding or removing custom fields and out-of-the-box fields to display additional information. Click a favourite to view its details. Private favourites are visible only to the creator and administrators.

You can perform the following operations on this page:
  • Use the search and filter feature to narrow down the list.
  • Export the data in Excel or CSV format.
  • Add or remove columns as required.
  1. Login to Conga CPQ on Advantage Platform Modern UI.
  2. Click Favorites in the left pane.
    A list of all favorites is displayed.
  3. Click on a favorite to view its details.