Conga composer button parameters

Conga composer button parameters. The QVar0ID parameter designates a specific Conga Query record for Composer to execute. Monthly_Rate__c)), 1, 0)} Using functions in Salesforce custom button or link URLs provides a way to dynamically determine behavior for Conga Composer parameters. Select Conga Trigger Formula Builder. They always use the following convention: &ParameterName=Value PV (or pv) stands for parameter value, which is a value that can be passed into a filter on a Salesforce report or Conga query. On the Salesforce homepage, click the gear icon () in the right corner and select Setup. Enter Flows in the Quick Find box, then select Flows. On computers and tablets using Apple's operating system, PDF files may appear empty when opened using Preview. They always use the following convention: &ParameterName=Value For more information, see the Conga Solution Parameter Screen. Parameters are added using the following convention: &ParameterName=Value. Click the respective account from the account list. This guide contains information on how to work with parameters, parameter categories, and parameters that you can use for customization. Create Templates for Composer. There are two types of Com Unlike a Conga Composer button or link which contains a URL with various parameters to define your merge operation, Conga Trigger uses a formula field on your Master Object to host those instructions. DS3 disables the Activity Logging options. Here are three examples. Solutions can be buttons or links. The Template Builder is located in the Tools & Settings menu of the Conga Composer user interface. Conga Customer Community & Learning Center Resources Here’s how: Copy the Salesforce Record Id of the Conga Query record. Follow these guidelines when adding an alias: The alias must Parameter Requirements: None. For example: &TemplateID=a0Bi000000MrkC8,{QVar0} Conga Composer Parameter Guide. Parameter Description: OFN (Output File Name) sets the Output File Name, overriding the default name of the file. png For more information on background mode, see Automating Solutions using Background Mode Parameters. This logic can be applied using different Salesforce functions for Composer Parameters. The Id parameter will be the Id of your master object in 99% of solutions. All Conga Composer URLs start the same way. PowerPoint Templates. For more information about parameter guidelines, see Before You Start: A Few Rules About Parameters. DS1 disables the Merge button. Use Salesforce Reports with Conga Composer. Install Conga Composer into your Salesforce instance by visiting our listing on the AppExchange. When Building or Editing Button URLs Manually To update fields in the Composer URL: Add the following three parameters to your button URL. For solutions not created in or managed by Solution Manager, you can enter parameter value pairs directly into the button URL. Conga Composer makes it easy to create and deliver sophisticated documents, presentations, and reports from Salesforce by automatically populating richly formatted templates with data from any standard or custom object. There are two types of Composer buttons: non-OAuth and OAuth (Open Authorization). Click the plus sign to expand a section and view the parameters in that category. The following are special fields provided by Conga Composer to be used as values for parameters in the Conga Composer button or link URL. Here’s an example that would be applicable to a Conga Composer button contained on a Case. Reference the Query Variable, as {QVar0}, as the value for the &TemplateID parameter. For instance, the parameter value pair &AC0=1 tells Composer that activity logging (AC0) should be enabled (1). There are two QVar parameters used in Composer solutions: QVar0ID. Anatomy of a Conga Composer Button. Use the Conga Formula Builder to convert a working Conga Composer button or link into a Salesforce formula field used by Conga Trigger. Oct 15, 2015 · Here’s how: Copy the Salesforce Record Id of the Conga Query record. A Few Rules About Parameters; Adding Parameters to a Solution; How Parameters are Formatted; Parameter For more information, see the Conga Solution Parameter Screen. There are two types of Com Parameter Description: DefaultPDF sets the default output type to Adobe Acrobat. Gather Data for Composer. They always use the following convention: &ParameterName=Value Format Parameters in a Conga Solution. You can set a default recipient for your Send for a Negotiation email template which can be a record ID, formula field, or email address, and select additional email addresses to CC or BCC with the use of parameters in your Custom Send for Negotiation button. Parameter Basics. Create the button with Solution Manager (Recommended) Create your Conga Composer template with all the necessary merge fields. Save the solution and update the button. They always use the following convention: &ParameterName=Value Tips and tricks: Copy the managed package button from the Opportunity object to use as a starting point. The ampersand tells that what follows is an instruction set and text after the equals sign tells what value to apply to it. The benefit of QVars is referencing gathered data for use in a Composer solution's button URL or formula field. The Conga Composer Solution can be customized by adding parameters to the button URL. The first filter on a report or query is called pv0, the second pv1, the third pv2, and so on. Click the Account Brief button. Parameters are settings that control the behavior of your solution. This adds a corresponding QMode parameter to the formula field. This allows a Composer button or link to perform different Conga Composer enables Salesforce customers to customize, streamline and scale document generation and reporting for unlimited use cases across all organizations and industries. Create and Manage Solutions Manually. Add the required parameters below to your Composer solution or button. For the complete list of parameters available to add to a solution, see the Parameter The following functions would accomplish this: &DC={!IF( OR( ISNULL(Case. The following characters cannot be used as part of the parameter values in a Composer button URL. Add parameters to any solution: Using the Solution Manager Using the Document Automation Wizard Manually entering parameters and parameter values to the solution's button URL Using Solution Manager to Add Parameters You can add multiple parameters to a so. Here’s how: Copy the Salesforce Record Id of the Conga Query record. This feature can greatly reduce the time required to otherwise generate a merge file, save it to disk, launch an email message and attach the file. Click again to hide the parameters in the category. This section lists changes in the documentation to support each release. The parameter list is divided out into sections based on functionality. Do not include symbols unsupported in filenames Format Parameters in a Conga Solution. The administrator decides what Salesforce object data to leverage, creates the document templates, dictates formatting, and determines the customization options available to end users. You may use static text or merge field names for the values to place in the filename. Solution Manager is included automatically in Conga Composer release 8. This button URL includes parameters that enable PDF encryption (ps0=1) and PDF printing (ps1=1). Click New Flow. In the Customize area, navigate to the object where the button should be placed and click Buttons, Links, and Actions. DS5 disables View Data options. Word Parameters. The parameter value is a Conga Query's 15 digit record ID. Format Parameters in a Conga Solution. Conga Customer Community & Learning Center Resources Create and Manage Solutions Manually. Solution Manager is an intuitive interface Parameters. These parameters control the behavior of Conga Email Templates. Click the App Icon () > Search and select Accounts. This parameter enables merge operations to occur in the background. You can customize the Conga Composer Solution by adding parameters to the button URL. Unlike a Conga Composer button or link which contains a URL with various parameters to define your merge operation, Conga Trigger uses a formula field on your Master Object to host those instructions. Populate the parameter with the Conga Key value of your Composer Parameters. The integration parameters below only function with Composer solutions. Build the Composer custom button or link to launch the Composer user interface. DS3 disables the Activity The administrator configures Composer Solutions for end-users to run Composer from a button or link on an object in Salesforce. For information on this screen, see Adding Parameters. Click Install in production to install in your production instance. Using functions in Salesforce custom button or link URLs provides a way to dynamically determine behavior for Conga Composer parameters. The Email Parameters work with Conga's integration with SendGrid. Label} Retrieves the label of the template (from the Conga Template or Salesforce Template repository record) being used in the merge process. For the complete list of parameters available to add to a solution, see the Parameter Create a custom button to integrate Conga Composer with DocuSign for Salesforce. Click Get It Now and follow the on-screen prompts to install Conga Composer. Background Mode parameters let you bypass the classic Conga Composer dialog box. The first three lines are identical in every Composer URL, and the fourth line is customized to identify the master object from which you’ll be gathering data and running the solution. Gather Salesforce Data. For more information, see the Conga Solution Parameter Screen. The Master Object is the object where your button or link is located. Parameter Basics A Few Rules Abo. This allows a Composer button or link to perform different functions based on certain criteria, including the values of fields in Salesforce. ID sets the master object ID. ContactID defines the related Contact drop-down menu in the Conga Composer Interface. MRF__c), ISNULL(Case. When Building or Editing Button URLs Manually QMode parameters are required when working with Conga Batch® or Conga Trigger solutions. On your Solution record, add the TemplateId parameter. These parameters affect how Composer works with SendGrid. When Using Solution Manager. Simple Example. MFTSValue - defines the value to update the field with. Manually Adding Parameters to a Button URL. DS0 specifies whether to disable Conga Composer dialog box controls. Create the button manually. There are two types of Com The benefit of QVars is referencing gathered data for use in a Composer solution's button URL or formula field. Edit your Conga Composer button. When Building or Editing Button URLs Manually For more information about parameters in general and how to use them, see Adding Parameters to a Solution, A Few Rules About Parameters, and How Parameters are Formatted. The user may override this choice unless the Lock Output to PDF parameter ( FP0 =1) is enabled. The base button URL is shown in the normal text; the parameter examples are shown in bold. The administrator configures Composer Solutions The SOQL Query from Step 1 will return the ID of the attachment, which we now have available in the Conga Composer button URL to use as a variable in another parameter, &AttachmentID. To avoid this, open PDF files on Apple computers using Conga Composer enables Salesforce customers to customize, streamline and scale document generation and reporting for Salesforce. These parameters help you gather data. End-users can then click the button to run the solution. Parameter Description: DS7 enables Background Mode, which initiates the Composer without user intervention. Follow these guidelines when adding an alias: The alias must . The current recommendation is to convert to a non-OAuth button, create the formula with Formula Builder, then change the button back. Use SOQL Queries with Conga Composer. A Composer solution can contain up to 6 pv values. QVar Parameters. Conga Composer offers integration with SendGrid, an email delivery service. Parameters are added using the following convention: You can customize the Conga Composer Solution by adding parameters to the button URL. When you add parameters using the Customize with Parameters button, the Solution Manager automatically formats the parameters and value pairs as it builds the button URL. Unlike a Conga Composer button or link which contains a URL with various parameters to define your merge operation, Conga Batch uses a formula field on your Master Object to host those instructions. Remember that Composer solutions will automatically make every field on the master object available for you to use. When Building or Editing Button URLs Manually Conga’s Template Builder provides an easy drag and drop or copy/paste mechanism to add Salesforce fields to your document or email template. In Salesforce, click Setup. There are two types of Com All Conga Composer URLs start the same way. To update the Member Status field with a value Conga Composer Parameter Guide. For the complete list of parameters available to add to a solution, see the Parameter After installing Adobe eSign from the AppExchange, you must make the following changes to the Adobe eSign application. Click Customize with Parameters to load the Conga Composer Parameter screen. MFTS - identifies the field to update. Log in to the AppExchange. Template Selection Parameters. Select your desired Output Mode. {Template. Word Templates. Sometimes it is helpful to see a complete Conga Composer URL to fully comprehend how to assemble various parameters. DocuSign Integration Parameters. Composer Parameters. Parameters. See Adding Parameters to a Solution for more information on this process. UF0 - enables Update Fields feature. SendGrid Integration Parameters. They can be used for any parameter where appropriate. Description. In both button types, the &Id= parameter (or &id= in the OAuth button) defines your master object – the Salesforce® object from which you will launch your Composer solution. After the Base URL, you will see the Composer parameters that have been added to the Composer solution (assuming they have been added by the Conga Admin). For more information about parameters in general and how to use them, see Adding Parameters to a Solution, A Few Rules About Parameters, and How Parameters are Formatted. DS2 disables the Email button. backgroundmodeimage1. It specifies who to address the Email to, establishes the Related object, specifies the Additional To and CC fields, and then specifies an Email Template. DS4 locks the list of template choices so that a user cannot select a different template. Additional parameters may be required based on the Output Mode selected. To learn more about how to add parameters to the button URL, see Adding Parameters to a Solution. 7 and above. Append the &QueryId= parameter, and paste the record ID. In some cases, it also selects default values. Conga Composer enables Salesforce customers to customize, streamline and scale document generation and reporting for unlimited use cases across all organizations and industries. You can manually enter an email address, or select an ID field for these parameters to A Conga Sign-integrated Composer solution or button referenced in a Create Document step functions in full background mode. DocuSign delivers Conga Composer documents via email, much like Salesforce itself, but adds the ability to acquire, track, and file signatures using automatic anchor text and tags. Character Name Character Colon : Hash # Open Parenthesis ( Close Parenthesis ) Double Quotes. Principal__c), ISNULL(Case. Global Merge with Solution Manager. Specify where you want to install Conga Composer. To generate a document with Conga Composer User Interface. The SOQL Query from Step 1 will return the ID of the attachment, which we now have available in the Conga Composer button URL to use as a variable in another parameter, &AttachmentID. The Conga Composer User Interface screen is displayed if the administrator defines this behavior for you to select particular options. Select the Flow Type as Record-Triggered Flow . For more information about parameters in general. Add the TemplateId parameter to the solution. The button URL is essentially a set of instructions. They always use the following convention: &ParameterName=Value The standard Conga Composer dialog includes the option to generate the desired merge output and attach it directly to an outbound Salesforce email message or Conga Email Template. Select Freeform or Auto-Layout, depending on how you want to build your flow. Setup the Sertifi Integration. Merged documents are supported up to 25MB in size. Using any of these characters will cause your solution to fail. Use a plus sign (+) to represent literal spaces. Composer can automatically populate richly formatted templates with data from any standard or custom object in Salesforce and send it via a variety of delivery options. A Few Rules About Parameters; Adding Parameters to a Solution; How Parameters are Formatted; Parameter If you have not created these or need to learn how to do so, refer to Step 2 in Configuring a CLM (Contracts for Salesforce) Word Template Solution. Choose the Master Object from the drop-down menu. Enter automatic anchor text, \s1\, where you want the tag information for the first signer to appear. (Optional) Include a “Query Alias”: You can supply an alias for a Report (or Query) to override the default name. A Conga Sign-integrated Composer solution or button referenced in a Create Document step functions in full background mode. Track Activities is a required Salesforce setting for the object you want to send an email from. Click the link in the Label column for the sample Conga Composer button to open it. They always use the following convention: &ParameterName=Value Composer Parameters. Copy to the clipboard the contents of the Button or Link URL field. Follow these guidelines when adding an alias: The alias must To configure Conga Trigger with Salesforce Flow. lh ct dt oa iy po xl xu hx wi