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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

Conga Product Documentation

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Contracts

Additional Form and Field Lists

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Editing and Moving Items in an Additional Field List

A user with the List Admin permission can edit an item in a list that has been added to the default Contract, Company, or Project Profile screen. The List Admin can also move a list item to change its position in the list if the default alphabetical sort order is not the most appropriate ordering for the items in the list.

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 whose item selection(s) you want to edit or move.
  4. Click the list to select it and display its existing items in right side of the screen.
  5. Perform any of the following edits for a list item:
    • Click in the Name field and type over the existing text to change its name.
    • Click in the Description field and type over the existing text to edit the information that displays when a user hovers over the list item.
    • Select the Alphabetical check box to display the items in alphabetical order in the field list, or clear the check box to display the items in the order they appear in the program screen.
    • Add another list item.
  6. Change the order in which items appear in the field list:
    • Clear the Alphabetical check box if it is selected.
    • Click a list item record to select it.
    • Drag the record upwards or downwards to the desired location, making sure the prompt is displayed.
    • With the prompt still displayed, release your mouse.
  7. An item in an additional field list in the Company, Contract, or Project Profile can also be disabled or deleted.
Administrator Guide
Contracts

January 2, 2025