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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

Profile Rules

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Deleting a Rule for a Company, Contract, or Project Profile Field

A user with the Profile Rules Admin permission can delete a Profile Rule for a system field or an additional field in a Contract, Company, or Project Profile screen if the rule no longer applies or becomes invalid. Alternatively, a Profile Rules Admin can delete an individual condition or action for a Profile Rule if the rule contains more than one condition or action.

Deleting an Entire Profile Rule

  1. In the Profile Rules Admin screen, locate the Profile Type: Profile category, and click the Contract Profile (or Company Profile or Project Profile) record.
  2. In the Profile Rules Edit screen, locate the profile rule you want to delete in the Rules section, and click its delete icon.
  3. In the confirmation prompt, click Yes.

Deleting a Condition or Action for a Profile Rule

  1. Click Admin in the Navigation Toolbar, and click the Profile Rules link in the menu.
  2. In the Profile Rules Admin screen, locate the Profile Type: Profile category, and click the Contract Profile (or Company Profile or Project Profile) record.
  3. In the Profile Rules Edit screen, locate the profile rule whose condition/action you want to delete in the Rules section.
  4. Click on the rule name to select it and enable its Condition and Action fields.
    • To delete a condition, locate the condition record in the Conditions section of the screen, and click its delete icon. Click Yes in the confirmation prompt.
    • To delete an action, locate the action record in the Actions section of the screen, and click its delete icon. Click Yes in the confirmation prompt.
  5. Click Save.
Administrator Guide
Contracts

January 2, 2025