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Questions tagged [conga-composer]

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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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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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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 ...
1
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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
14 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 ...
0
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1answer
83 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 ...
1
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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 &...
0
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1answer
90 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: ...
0
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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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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 , ...
1
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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
329 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" ...
-1
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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 ...
0
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1answer
306 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.
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1answer
4k 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 ?
0
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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. ...
0
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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?
1
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0answers
20 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 ...
2
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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&...
0
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1answer
56 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
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1answer
459 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 &...
0
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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: ...
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). ...
5
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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 ...
0
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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 ...