Inserting Fields in a Clause as a Table

You can insert fields as a table in your clause. The inserted table is added as a repeat table. When the clause with a repeat table is used to generate a contract, the header row of the repeat table with the inserted fields takes the values of the preceding rows. You can also insert the field in a clause as a repeat section and third-level repeat table.

Note: You cannot insert a section into a template and also refresh.

Open a clause template in X-Author for Contracts Advanced.
In the Work tab, click Fields.
Put the cursor in the clause text where you will insert a field and click Insert Field.
This opens the Insert Fields dialog box.
Select an Object (for example, "Contract Line Item") from the left column.
To search a field related to the selected object in the right column, enter a keyword and click the Search button or press Enter. The scroll remains highlighted on your last search even after search criteria is cleared. If you search for specific text and select three fields at a time, then the last selected field is highlighted.
On Mac: Hold the command key and select one or more fields from the list. On Windows: Hold the Ctrl key and select the fields.

Note:
Fields are inserted as columns in the contract in the order you select. Do not move your cursor while the fields are being inserted.
Click the Insert as a table radio button.
Click Insert.
A Repeat table is inserted into your clause with each field displayed as a separate column.
To insert a new column in the Repeat table:
1. Place the cursor in the column beside which you need a new column.
2. Right-click > Insert > click Insert Column to the Left or Insert Column to the Right based on your need.
  A new column is added.
3. Place the cursor on the new column field and click Insert Fields.
4. This opens the Insert Fields dialog box. The Object (i.e., "Contract LIne Item") is selected by default. The object value is available based on the repeat table's object settings.
5. Search and select the required fields from the right column and click Insert.
  The new field in the new column is now inserted.
To search inserted fields:
1. The Fields tab displays the Repeat Table (object name) and the fields in the repeat table.
2. Enter the field name in the search field and click the Search button ().
To show or hide captions for a generated table:
1. In the Table Attributes section, toggle the Show Caption switch on and click Save.
To select table formatting when no data is present:
1. Under the Table Attributes, click the Format drop-down menu. Select one of the following options.
  1. To show table captions and one empty row, select Show captions and one empty row.
  2. To show captions only and no rows, select Show captions only.
  3. To remove the entire table from the generated document, select Remove whole table.
2. Click Save.
To sort repeat table line items:
1. Click the sorting icon (two arrows) to the right of the Settings icon adjacent to the Repeat Table field.
  Applied sorting sections will display.
2. Click the Settings icon ().
3. Under the Sorting section, click the pencil icon to edit.
4. In the sorting panel that displays, you can delete line items by clicking the trash icon, add new line items by clicking +Add, and Reset your selections by clicking Reset.
5. After your edits are complete, click Apply.
6. Click Save back in Repeat Table Settings.
To make columns and rows conditional, see Making Columns and Rows Conditional in a Table.

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Inserting Fields in a Clause as a Table

Footer Section

Explore