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Conga Product Documentation

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CLM for Advantage Platform

CLM for Users

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Managing 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).

Adding or Removing Columns from the Grid

To add or remove columns from the grid
  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

To rearrange columns in the grid
  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).

Freeze or Pin Columns

Note:

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

To freeze or pin columns
  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.

Resize the Column Width

To resize the column width
  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.

Managing Views

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

Saving your Personalized View

To save your personalized view
  1. Log in to the Conga 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 Managing 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.
  7. Click Save to save your filtered view.
  8. To access your saved view, click the drop-down 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 Saved View

To edit a saved view
  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 Saved View

To delete a saved view
  1. Click the More () icon for the relevant view from the list and select Delete.
  2. From the confirmation dialog, click Confirm.
User Guide
CLM

March 31, 2025