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Questions tagged [conga]

Conga Composer is a document generator that lets you create templates & produce consistent, on-brand documents automatically in one click, using any standard or custom Salesforce object. It is available on the AppExchange.

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35 views

Multiple Objects - Conga SOQL

So I have my Conga Invoice button on my Opportunity have a query of Select a,b,c from OpportunityLineItem where Opp.id. But I also need to get the other info from Custom Object(Property) This property ...
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0answers
38 views

Conga Conductor Launch from Apex Class

I am currently trying to fire a Conga Conductor Batch from an Apex Class. I've gone over the documentation and other Salesforce Stack exchange questions. I can get individual records with Conga ...
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1answer
84 views

Querying custom object's lookups' lookup

Goal : To parse Record data into Conga output document from a base object's lookup field to a custom object that looks Objects: SBQQ__Quote__c (Base) Project_Reference__c (Custom Object attached to ...
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1answer
148 views

Conga Query get all contacts from Opportunity record

Using soql how can I get all the contacts from account via Opportunity object ? I have my button on Opportunity do i need subqueries for this scenario ?
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1answer
102 views

Conga button error: "The name can only contain underscores and alphanumeric characters. …”

I'm using Conga to generate documents which are automaticly filled with information from custom objects and fields in SalesForce. To do this I have created buttons and placed them in a custom object. ...
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1answer
107 views

How to add Docusign Recipient with Email using Conga Composer [closed]

I'm trying to use Conga and DocuSign parameters to add an email recipient to the DocuSign envelope rather than an Id. Here are the parameters I am using: &templateid=templateId &...
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2answers
219 views

Validation Rule on Conga Composer Button

I have a button as per below, that will generate a document for the client when clicked. However, I want to ensure this only fires when a field Job_Number__c has been filled out. And if the field is ...
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0answers
71 views

Conga Sub-Sub clause query

I am working on a contract template that has sub-clauses and sub-sub clauses. I'm able to query the sub-clauses, but am struggling to figure out how to get to the sub-sub clauses. I haven't found ...
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0answers
122 views

Re-Send Transaction Button in Conga Sign Transaction Record

In Conga Sign transaction record detail page there is a button called 'Re-Send Transaction' which is used to resend the particular transaction. My first doubt, If I opt to Resend the transaction , ...
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0answers
175 views

How to fetch multiple selected record Id in conga composer from visualforce page?

When i selected multple record and click on the Button then On redirect conga composer then showing this error like:Not authorized. The [a0q6C000005aoY3QAI, a0q6C000005aoXoQAI] parameter ID is not ...
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2answers
330 views

how to call javascript function from action function?

found error after clicking button'Genrate invoice' Error:: Uncaught SyntaxError: Unexpected token ** how to resolve this?? visual force page:: <apex:page standardController="Payment__c" ...
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1answer
48 views

The conga page is getting there,But Facing error Parameter Id missing? [duplicate]

when i select the records in vf page ,after click on the VF Button the conga should be call along with id for generating the PDF but on button click the window is opening but showing error that "ID ...
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1answer
176 views

I am facing the error parameter Id is missing,while conga composer from VF page button click

when i select the records in vf page ,after click on the VF Button the conga should be call along with id for generating the PDF but on button click the window is opening but showing error that "ID ...
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1answer
267 views

Subtraction of Fields - Conga Composer

I´m trying to subtract a sum() (for eg. {{=SUM(ABOVE)}} ) value from total_value(which I fetch through a query viz. {{TableStart:naTotal}}{{ACCOUNT_EXPR0 \# #,##}}{{TableEnd:naTotal}}) .. The formula ...
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1answer
74 views

Any method to create a Conga Template record in APEX Test?

I am working to improve Apex code coverage and trying to create a placeholder Conga_Template__c record. The test will not call conga but will check for a valid conga template record in the database. ...
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2answers
124 views

Why is Conga Queries inserting http:// in my query?

I have a Conga query that used to work, but is not working now that looks like so: SELECT Description, SUM(Quantity) FROM OrderItem WHERE Order.Account.Id = '{pv0}' AND (PricebookEntry....
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1answer
217 views

Conga Template - Access Contact Fields from Event

I am currently trying to rebuild a Conga Solution on Event to generate a meeting report which simply puts outcomes of meeting and other information for distribution to management for key accounts. The ...
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2answers
197 views

Want to show an error when the user presses the CongaSign button and they haven't filled in certain fields

I have a CongaSign button that sends a contract when clicked, but I need it to show an error or alert if the user hasn't filled in certain fields. I tried itenter code here with JS too but because of ...
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1answer
301 views

Salesforce Conga ActionGrid need help to write a custom action

Could not find much on the subject and Conga has very few examples of codes on their website. What I need is to create a custom action in ActionGrid on the Opportunity object to change the owner to ...
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1answer
285 views

Validation rule on a custom button to fire if not all fields are filled by the user and not allow user to move on

I have a custom conga sign button that sends out the contract, but we want a validation rule on the button so that the user cannot send the contract until all of the fields have been populated. ...
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1answer
138 views

OnClick JavaScript error

I use onclick javascript to use with Conga Composer instead of URL to check validations. But I do get 'The id parameter is missing' error when running the code. It looks like the url does not get the ...
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1answer
337 views

how to assign conga composer button to particular user/profile?

I have one pdf formate conga composer button that button only can see a read-only profile and another button default formate conga composer button assign some particular user how?
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0answers
378 views

Conga Composer Attachment creation Lightning Component

I'm trying to generate a PDF attachment using conga composer and attach it to my custom object. Find below the apex code used to construct the URL : Map<String, String> parameters = new Map&...
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1answer
250 views

Conga Composer 8 Repeat plain data

I need to repeat labels for rows while merging repeating data into excel. For example, I have the following template: After merging I need it to look like: Using the template above it looks like: ...
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1answer
376 views

HYPERLINK in if block of a Conga Document

I am creating a word conga document where I have a field that is to be hyperlink. The {{HYPERLINK:merge_field:Click Here}} works fine, but I want it to be displayed on a condition, so I put it in IF ...
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0answers
382 views

Community Session ID not correct when generating Conga Composer URL by APEX

We have a solution where a user (Authenticated) is logged into a Partner Community Site (.force.com) and clicks on a button (custom APEX class) to generate a URL to use conga composer (and send via ...
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1answer
285 views

Conga Merge URL points to the wrong domain (force.com vs. salesforce.com)

Is it possible to edit the URL that Conga Merge returns via a parameter? On my Opportunity I have a Javascript button that opens a visualforce page in a new window. This page allows users to select ...
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1answer
707 views

SOQL Query Help - Retreiving Child Records

Is it possible to write a SOQL query to retrieve the Contacts associated to a Campaign as Campaign Members and then get a number of records related to those Contacts? This will return a list of the ...
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1answer
441 views

convert visualforce pages to ppt files / how to convert stories on visualforce page to ppt files.

I have a requirement to convert stories on visual force pages such as tables fields to ppt files. How should I approach? Please let me know. Thanks.
2
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3answers
937 views

PDF generation in Salesforce - Conga alternatives

Background We are currently using Conga for PDF generation. We might want to decommission our Conga and move to a different solution (for licensing reasons). Question What other solutions allow the ...
2
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1answer
4k views

Conga - Multiple Queries

My new company uses Conga Composer for a lot of different reporting. One of these reports is a weekly sales report that my manager is having to run one by one for each rep (MergeLink for each rep). ...
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2answers
1k views

A problem with the OnClick JavaScript for this button or link was encountered: missing ) after argument list

I'm create a custom button with the help of conga and JavaScript. It usually recreates send an email feature and some additional features. But I'm getting the below error. As far as I see, I didn't ...
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1answer
667 views

Conga Composer Word Template

My requirements is to repeat a table in a nested region. There is a conga query limitation of querying grandchild records. I created 2 queries. This is my templates expected value: Parent 1 :...
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1answer
460 views

Conga Master Field to Set not working

I'm trying to automatically set some account fields in a Conga Composer solution, but they don't seem to be working. Here's the section of my solution code: &MFTS0=Last_Acknowledge_Run__c &...
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1answer
245 views

reports I'm using as data sources are blank

I've got a conga solution where I'm creating a pdf of an order using three custom objects (Order Header, Order Detail, Item) and Account. I have created two reports. These are their report types: ...
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1answer
757 views

Conga Composer Template Master Field to Set update is not working

I have two conga templates one used for Quote object and one for Order object. Both templates are setup to run in backaground mode when user clicks a link on a record. I have set a property on the ...
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1answer
227 views

Can we override Conga Template formatting by CSS?

I'm trying to format Conga Rich text output field on our page by using CSS, I'm not sure this is possible. But simple ,  tags seems working, but font styling, shading, etc. seems not coming up. Below ...
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1answer
354 views

2 Conga parameters questions

I'm oh so close to having my configuration setup but need still could use a last bit of assistance to have it perfect. I'm calling Conga from a button. Works perfectly. I'm using DS7=1 so the ...
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3answers
3k views

What is a Conga Composer Solution?

Several of my users are interested in using Conga Composer and I am trying to understand the typical use cases for the product. I get that you can make a nice-looking PDF-able and user-admin-able ...
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1answer
229 views

Trying to run SOQL query on master detail relationship between tasks and leads for Conga report

I'm trying to get a table of all the individual tasks that belong to specific leads. I only want to pull tasks that belong to leads with a custom checkbox field "hedgehog_account__c = true." The ...
2
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1answer
6k views

Conga Composer does not open from Lightning Experience button

I have a Detail Page Button on the Opportunity object that opens a url for conga composer. this is the button's code: https://composer.congamerge.com ?sessionId={!API.Session_ID} &serverUrl={!API....
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1answer
249 views

Display on Excel conga merge

is there way to display on conga excel merge only sub total of items, then the grand total? i.e. Gross Revenue 370 1200 total 1570 the use does not need to see the 370 and the 1200. the use only ...
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1answer
98 views

Can we use Conga Composer Application with Force.com sites?

I am having a requirement of sending Conga generated document to Force.com sites. Is it possible? Can someone pls share a link of any documentation,so that it would be helpful for me to fulfill my ...
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2answers
449 views

DocuSign error when Integrated with Conga button's parameter DS7=17?

I am trying to integrate Conga with DocuSign in Salesforce. While doing that, I have entered certain parameters into Conga button like &DocuSignVisible=1 &DocuSignR1ID={!Opportunity.OwnerId} &...
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2answers
1k views

How to pass URL to visualforce page with pagereference method without scattering the url?

below is the apex method through which i am passing a URL string to a button in Visual force Page. public Pagereference Submit(){ loanId1 = 'a2529000000MIBg'; String SessionId1 = Userinfo....
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1answer
3k views

On a custom object I get this error on Conga Composer button: The id parameter is missing

I have this URL for my button on my custom object "Parts" https://composer.congamerge.com?sessionId={!API.Session_ID}&serverUrl= {!API.Partner_Server_URL_290} &id={!Parts__c.Id} when I click ...
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1answer
218 views

SOQL Results differ from Salesforce Report

I have an SOQL query for a Conga button which gives different results from a Salesforce report that has the same filter criteria as the query. Both CongaPete and I are baffled but I don't have ...
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1answer
1k views

Reduce white space in conga Word output

I've created a Word template using text-based merge fields. The amount of text in some fields, however, makes for excessive line spacing in the document that's generated since the data is far shorter ...
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1answer
224 views

Conga usage statistics

I'm generating documents with custom button which leads to Conga composer. Is there any way I can get a statistics/report - how many documents were generated using this button, or using Conga in ...
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1answer
699 views

Issue with Conga Subquery not returning the correct value in a detail table

I'm having an issue with where a value from a subquery in a conga query is not returning the correct value in a detail table. I tested the conga query in Salesforce query editor and its working ...