Conga Product Documentation

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Forecast Billing Button on Cart

To display Manage Billing Plan button on the cart, you need to add it to the cart page layout.

  1. Go to Config Settings > Display Action Settings. From Display Type, select the visual force page where you want to place the custom action.Click to add a new action for configuring the new button.
  2. Enter the following values for a new row.

    Column Name

    Values

    Action Label Name

    cartPageForecast

    (cartPageForecast is a custom label. To understand how to create a custom label, see Post-Installation Configurations.)

    Display As

    Action

    Action Area

    Center(You can select a value of your choice)

    Action Page

    Apttus_Billing__ShowForecastBilling

    Is Enabled

    Select

    Always Display

    Select

    Action Type

    None

    Behavior

    New Window

  3. Click Save.
Your sales representatives should now see a Forecast Billing button on the cart page.