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Conga Support

Adding an Item to a Company Relationship List

This page applies to: Conga Contracts

A user with the List Admin permission must provide item selections for the company relationship list, which is used to record the connection between two companies.  The list items must include both sides of any company relationship, such as Parent of and Child of.  However, one list item can be used to identify both sides of the relationship, such as Relates to.

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

2.  In the List Administration screen, enter relationship in the Search field and press the ENTER key on your keyboard.

3.  When the results display in the Fields List section, locate the Relationship (1 Item) category.

4.  In the Relationship category, click the Company Relationships list to display the existing relationship types in the right side of the screen.

If the list is lengthy, click Excel in the toolbar to download a spreadsheet showing the existing list items before adding a new one.

5.  (Optional) Clear the Alphabetical check box to display list items in the order in which you add them, instead of alphabetical order.

6.  Click Add in the toolbar to display a blank New Item record:

  • Click in the Related Relationship field to display the list of existing related relationships.
    • If one of the relationships is present, select it in the Related Relationship list.
      • Click in the Relationship field and enter the name of the companion relationship.
      • Click Save.
    • If the relationship is not present, but the same relationship can be applied to both companies:
      • Click in the Relationship field and enter the name of the relationship.
      • Click in the Related Relationship field and select the new relationship in the list so that both fields now display the same relationship type.
      • Click Save.
    • If the neither of the relationships is present:
      • Click in the Relationship field and enter the name of the first relationship.
      • Click in the Related Relationship field and select any relationship in the list.
      • Click Save.
      • Click Add in the toolbar.
      • Click in the Relationship field and enter the name of the second relationship.
      • Click in the Related Relationship field and select the fist relationship you added.
      • Click Save.
      • Return to the first relationship record, and change the selection in the Related Relationship list to the second relationship type.
      • Click Save.

To change the order of an item in the list, clear the Alphabetical check box, click the list item record to select it, and then drag-and-drop it upwards or downwards to a different location in the list. If you are successfully moving a list item, the prompt displays during the move.