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Conga Support

Adding a Quick Tip to a Person Generic Field

This page applies to: Conga Contracts

A user with the List Admin permission can provide a quick tip to assist users in making the correct selection in a generic list in the User Profile screen.  A quick tip is usually a phrase or a short sentence that provides guidance when users have several items to choose from in a field list. Quick tips are also used to ensure users populate or format a text field correctly.

1.  Click the Gear Icon in the Navigation Toolbar, and click the Lists link in the menu.

2.  In the List Administration screen, locate the generic fields by entering person in the Search field and pressing the ENTER key on your keyboard.

3.  When the Person Generic Fields result displays in the Fields List section, click it to display the generic fields in the right side of the screen.

When a generic field has been renamed, the new name of the field will display instead of the default name (People Field 1, 2, 3, 4, or 5).

4.  Locate the renamed generic field that needs the quick tip, and click in its Description field.

5.  Enter the instruction or information you want displayed when a user hovers over the field's Icon Hover.png icon in the User Profile screen.

6.  Click Save.