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Conga Support

Disabling and Deleting Items in a Relationship List

This page applies to: Conga Contracts

A user with the List Admin permission can disable an item selection in the relationship list so that it is temporarily removed as an option when a user records a relationship between two companies. The List Admin can also permanently delete the list option if is no longer needed.

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.

5.  Locate the relationship list item you want to disable, and click its Disabled check box.

  • Clear the check box to display the list item in the relationship field list in the Relationships screen.

6.  Locate the relationship list item you want to delete, and click its icon. 

  • Click Yes in the Remove List Item confirmation prompt.