Questions tagged [conga-composer]
The conga-composer tag has no usage guidance.
31
questions
0
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25
views
Currency Formatting Issue in Conga Template Conditional Statements
I am encountering a problem with currency formatting in a Conga Word template while using conditional statements. The specific code snippet in question is as follows:
{
if "«...
-1
votes
0
answers
54
views
Insufficient Privileges Error with Conga Composer Button
I have a button on the Quote record called "Generate Pdf", which generates a pdf quote document when clicked. As a Salesforce admin I am able to access. The problem occurs, when I try to ...
0
votes
0
answers
23
views
Enable webRequest Permission to use Downloads API for LWC?
I'm looking for a way to know when a download is completed via event in the browser. I have an LWC kicking off the download event, but the Conga solution I'm using (due to iFrame/CORS issues), I have ...
- 35
0
votes
0
answers
100
views
How to query child lookup objects correctly in Conga Composer?
I have a query added to a solution. The query fetches data from child a child record, but when I try to get name of fields in Template Builder, the fields that I select are provided in a format within ...
0
votes
1
answer
1k
views
Getting error: Oops, there was an error rendering Canvas application [Conga_Composer]. Your browsing session has ended or is invalid
I was getting this error when access links to Conga Composer from Salesforce buttons.
Oops, there was an error rendering Canvas application [Conga_Composer].
Your browsing session has ended or is ...
2
votes
1
answer
132
views
Help with sorting content documents by custom field on its LinkedEntity
This SOQL statement works, but I'm trying to sort the Content Documents by a field e.g. Sort_Order__c on Invoice__c.
SELECT ContentDocument.id,LinkedEntity.Name,LinkedEntityId
FROM ContentDocumentLink ...
- 23
0
votes
0
answers
42
views
Missing magnifying glass icon in Conga Composer template list
I'm using Conga Composer on lightning, but unable to figure out which setting allows the user to see the magnifying glass icon. This is the button that links to the Conga Template edit page.
The user ...
0
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0
answers
269
views
Assistance with GROUP BY SOQL Query
I have created a Conga Composer SOQL query that takes a bundled product with recurring and non recurring items, sums them by charge type, and masks the child products with the bundle parent name and ...
0
votes
1
answer
747
views
Conga Output File Name Issue populated via Apex
I have a conga pdf generated via the conga composer. The issue is that when the file name contains Sample&Company in the invoice record in Salesforce, it clips the rest of the characters after the ...
- 323
0
votes
0
answers
594
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 ...
- 501
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183
views
Conga Template Tabbing Issue
I have a merge field template created in Microsoft Word, all the merge fields and signature tags populate correctly however when we send the document to a client for signature the tabbing goes out of ...
- 31
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1
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1k
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 ...
- 191
1
vote
1
answer
493
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
&...
- 415
0
votes
1
answer
581
views
Conga Composer: Query Salesforce Files from Products to Opportunity
A button on an opportunity should bring all salesforce files from the related products. Trying to figure out the correct query for this
What i have found so far is the query for salesforce files:
...
- 1
1
vote
0
answers
749
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 ...
- 9
0
votes
2
answers
3k
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" ...
- 3
-1
votes
1
answer
1k
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 ...
- 9
0
votes
1
answer
1k
views
Einstein Analytics scheduled email
Is it possible to have a scheduled email of a dashboard in .pdf format from Einstein analytics?
Setting notification is not possible because it only send the link.
- 79
0
votes
1
answer
2k
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.
...
- 37
0
votes
2
answers
878
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?
- 1
1
vote
0
answers
36
views
Document Creation Application
Is there any application in AppExchange like Conga Composer to generate PDF,Word,Excel Documents that will display all the products added in opportunity object in the Template builder OppLineItems ...
3
votes
0
answers
784
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&...
- 147
0
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1
answer
192
views
Can I nest these queries?
I have two queries and I somehow need to get them to work together...
SELECT Owner.Name Salesperson, RecordType.Name, COUNT(Id)
FROM Opportunity
WHERE CALENDAR_MONTH(CreatedDate) = 1 AND ...
0
votes
1
answer
747
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:
...
- 21
1
vote
2
answers
2k
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 ...
- 59
0
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1
answer
9k
views
How to get Related fields in conga composer
I have installed conga composer 8 and created button in Opportunities tab but when I open Conga ,related fields are not showing in any tab.
So how do I get the related fields or where can I find it ?
2
votes
2
answers
2k
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 ...
- 5,189
4
votes
1
answer
7k
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).
...
- 41
0
votes
1
answer
1k
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
&...
- 3
0
votes
1
answer
775
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 ...
- 534
5
votes
3
answers
5k
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 ...
- 4,232