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Conga Product Documentation

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Contracts

Additional Forms and Fields

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Adding a Company Additional Form

A user with the Additional Forms Admin permission can design an additional company form that contains different types of fields, and then link the form to specific company types and groups so that users are prompted to capture additional information whenever they create a Company Profile that matches the types/groups specified in the form. The types of fields that can be added to an additional form include Text (256 characters or less), Long Text (up to 40 pages), Date, Number, Currency, Hyperlink, and GIS Geometry. However, the GIS Geometry field, which generates a map using location coordinates provided by the Additional Forms Admin, is only available in environments that have POST-GIS enabled on their database, and Conga Contracts will perform this service upon customer request.

An Additional Forms Admin can also add different types of field lists to an additional form, including a list that requires the user to make a single selection (combo list), or a list that allows the user to select more than one of the list items (multi-select list). Two of the lists in an additional form can be linked so that when a user makes a selection in one list, only the options for that selection display in the linked list. Another type of list that can be added to an additional form is a tree field, which allows a hierarchy to be set so that multiple levels of information can be captured.

The Person field is a special type of field, which includes all the functions that a user can hold in Conga Contracts. When this field is added to an additional form, and a user function is selected, the names of people who can perform this function display as selections in the list when the form is added to the appropriate Company, Contract, or Project Profile.

An Additional Forms Admin can make an additional form required so that users must complete the form and capture the requested information, or they can make the form optional, allowing users to provide the information, if available.

  • A required form forces the Additional Forms screen to display when a new Company Profile is added, as well as redisplay in the Links section at the bottom of the screen every time the profile is opened, until a user completes the form and captures the required information. A Missing Required Additional Forms heading appears at the top of the Additional Forms screen and a required form displays with a pink background.
  • An optional form associated with a profile is accessed by clicking on the Additional Forms link in a Company Profile.
Tip:

An alternative to Additional Forms is the Additional Fields feature, which can be used to update the default Company Profile by adding fields to the Profile screen.

Adding a Field to an Additional Form

  1. Click the Gear Icon in the Navigation Toolbar, and click the Additional Forms link in the menu.
  2. In the Additional Form Admin Browse screen, click New Company Additional Form in the toolbar.
  3. In the Additional Profile Edit screen, populate the Form Name and Description fields.
    The API Name field will auto-populate once you save the form. The developers at your company can alter the Application Programming Interface (API) to customize the additional form.
  4. Click Add Field in the toolbar.
    Important:

    Use caution when adding a field to an additional form since you cannot delete a field once you add it to the form. However, you can hide a field by right-clicking on it and selecting the button. The field will not display when a user adds the additional form to a Company Profile.

  5. In the Add Field prompt:
    • Populate the Field Name field.
    • Make a selection in the Field Type list.
    • Click Save.
  6. Optional) Click on the field to select it. An active field is outlined with a red segmented line and its properties display in the Field Properties table.
  7. (Optional) In the Field Properties table:
    Tip:

    The Field Type cannot be edited and the API Name field will auto-populate once you save the form. The API Name field should only be populated by a developer from your company.

    • Make the field required by selecting true in the Required? list.
    • Enter information or instructions in the Quick Tip field to assist users in populating the field. When a user hovers over the field, the information you enter displays.
    • Rename the field by clicking in the Field Label field and type over the existing text
  8. (Optional) Move a field by clicking on it to select it. Hover over the field until the icon displays. Click on the icon, and then drag-and-drop the field to the desired location in Column 1 or Column 2.
  9. Add additional fields (steps 4-8) and define the restrictions for using the form.
  10. (Optional) Add an Information Panel to provide a descriptive heading for two or more fields, and/or add organization to the form.
  11. Click Save.
  12. Add list items for any lists added to the form from the List Administration screen.

Adding a Tree Field

The tree field allows you to capture a hierarchy of information using a single field.

In the steps below, we are using a tree field to create the credit ratings used by three different credit rating agencies: Moody's, Standard & Poor's, and Fitch.

  1. In the Additional Profile Edit screen, click Add Field in the toolbar.
  2. In the Add Field prompt:
    • Enter Customer Credit Rating in the Field Name field.
    • Select Tree Field in the Field Type list.
    • Click Save.
  3. (Optional) Click on the field to select it.
    An active field is outlined with a red segmented line and its properties display in the Field Properties window.
  4. (Optional) In the Field Properties table:
    Tip:

    The Field Type cannot be edited and the API Name field will auto-populate once you save the form. The API Name field should only be populated by a developer from your company.

    • Make the field required by selecting true in the Required? list.
    • Enter information or instructions in the Quick Tip field to assist users in populating the field. When a user hovers over the field, the information you enter displays.
    • Rename the field by clicking in the Field Label field and type over the existing text.
  5. Click Save.
  6. Add list items for any lists added to the additional form from the List Administration screen.
  7. In this example, you would add a category for the Moody, Standard & Poor, and Fitch credit rating agency, and then add the possible ratings for each agency.
Administrator Guide
Contracts

January 2, 2025