This topic contains instructions for Conga CLM (Contracts for Salesforce) users. If you are a Conga CLM user and you are looking for information regarding making fields smart in a template, see Making Fields Smart in a Template.

Smart fields are specialized fields that can retain the field definition even after the Merge Service generates the Agreement document. Smart fields are intended for parts of an agreement that would normally be negotiated. Smart fields are usually represented by small chunks of text, such as dates, categories, and numeric values. Smart fields are not intended to hold large amounts of text - if necessary, use smart clauses instead.

Smart fields have the following limitations:

  • Text Area data type fields and formula field for LongDate are not supported.
  • You cannot mark Lookup fields as smart.
  • Smart fields cannot be used in the headers or footers of agreement documents.

To mark a field as Smart

  1. Insert the field into your template by following the steps in Inserting Fields in a Template.
  2. In the Templates pane, go to Work and click Fields.
  3. The Fields page shows the list of all the fields present in your template. Use the Search Field box to search for a field by keyword.
  4. Select a field from the list and click the Settings icon () next to the field name.
  5. In the Properties pane, click the toggle for the Smart Field attribute to enable it.
  6. Click Save.

To remove the smartness property of a field, you can slide the Smart Field attribute toggle to off position (greyed out).