Lists Overview
Users with the List Admin permission manage the item selections in the default and additional field lists in Conga Contracts program screens. From the List Administration screen, List Admins define the available selections in a list to ensure users capture a specific type/category of information when populating the field in a Company, Contract, or Project Profile screen. The item selections in lists can also be managed in many of the program screens linked to these Profiles, such as company addresses, people, and relationships; contract clauses and responsible people; and shared features like additional fields, additional forms, documents, global translations, and workflow routing tables.
The User Profile screen is a special use case of the Lists feature in that it contains five generic fields lists, labeled People Field 1 - People Field 5. List Admins not only define the item selections in each list, but also change the default name of each field in order to give meaning to the selections.
The Lists feature is also used to identify the required fields in the Company, Contract, and Project Profile screens, as well as required fields in the Person Profile screen, which is used to store information on company contacts, program users, and external people who participate in Conga Contracts. Another function of the Lists feature is to provide a Quick Tip, which assists a user in populating a field in a program screen and appears when the user hovers over the field.
Individual categories, as well as the field lists within each category, can be viewed and located in the List Administration screen and include the following:
Field Category | Field List Name | Profile Screen | Field Can Be Required | Field Has Quick Tip |
|---|---|---|---|---|
Address | Location Type | Location Profile Click the Locations link in a Company Profile, and select the Add Location button | Yes | Yes |
Clause Library | Clause Category, Clause Type, Clause Security | Clause Profile Click on the Clauses link in the Contracts menu in the Navigation Toolbar, and select the New Clause button. | No | No |
Company | Company Category, Company Group, Company Type, Company Status, Company Additional Names | Company Profile Click on the New Company link in the Companies menu in the Navigation Toolbar. | Yes | Yes |
Company Additional Fields | Variable - added by Administrators | Company Profile | Yes | Yes |
Company Additional Forms | Variable - added by Administrators | Company Profile | Yes | Yes |
Contract | Additional Party Type, Address Type, Contract Group, Agreement Type, Contract Status, Contract Type, Contract Responsibilities | Contract Profile Click on the New Contract link in the Contracts menu in the Navigation Toolbar. | Yes | Yes |
Contract Additional Fields | Variable - added by Administrators | Contract Profile | Yes | Yes |
Contract Additional Forms | Variable - added by Administrators | Contract Profile | Yes | Yes |
Documents | Document Type Group, Document Types | Document Profile Click on the Documents link in a Company or Contract Profile, and select the New Document button. | No | No |
Global Translations | Varies | Contract Profile, Company Profile, Project Profile | No | No |
People | People Functions | Contract Profile, User Profile, Person Profile | Yes | No |
Person | People Field 1 - People Field 5 | User Profile | No | Yes |
Project | Project Group, Project Status, Project Type | Project Profile | All fields required by default | No |
Project Additional Fields | Variable - added by Administrators | Project Profile | Yes | Yes |
Project Additional Forms | Variable - added by Administrators | Project Profile | Yes | Yes |
Relationship | Company Relationship | Company Profile | No | No |
Workflow | Routing Table Category | Contract Profile, Company Profile, Project Profile | No | No |
