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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Contracts

Additional Form and Field Lists

Disabling and Deleting Items in an Additional Field List

A user with the List Admin permission can disable an item selection in an additional field list in a Contract, Company, or Project Profile screen so that it no longer appears in the list. The List Admin can permanently delete the list item if it is no longer needed.

A linked field, tree field, and person field that has been added as an additional field to a Company, Contract, and Project Profile can also be edited, disabled, and deleted.

  1. Click the Gear Icon in the Navigation Toolbar, and click the Lists links.
  2. In the List Administration screen, scroll through the categories in the Fields List section, and locate the Contract Additional Fields category.
    • To edit an additional field for a Company Profile, locate the Company Additional Fields category. To edit an additional field for a Project Profile, locate the Project Additional Fields category.
  3. In the Additional Fields category, locate the field list with the item selection you want to disable or delete.
  4. Click the list to select it and display its existing items in right side of the screen.
    • Locate the list item you want to disable, and click its Disabled check box.
    • Clear the check box to display the list item in the field list in the Company, Contract, or Project Profile screen.
    • Locate the list item you want to delete, and click its delete icon.
    • Click Yes in the Remove List Item confirmation prompt.
  5. Click Save.
Administrator Guide
Contracts

January 2, 2025