This documentation describes how to create a Salesforce Custom Setting to enable and disable the Duplicate Sort Order Trigger for Conga Contracts for Salesforce.

Conga Contracts for Salesforce allows you to create a new Custom Setting in your org to enable and disable the Duplicate Sort Order Trigger. Users must disable the Duplicate Sort Order Trigger to save Clause Bundles and Managed Clauses with duplicate sort orders.

Users cannot save Clause Bundles that contain Clauses with a duplicate sort order value without disabling the trigger. Additionally, users cannot save Managed Clauses with duplicate sort order values on the same object record while having the Duplicate Sort Order Trigger enabled. Users must disable the Duplicate Sort Order Trigger to save Clause Bundles and Managed Clauses with duplicate sort orders.

To create a Salesforce custom setting to enable and disable the Duplicate sort order trigger:

  1. Navigate to Salesforce Setup.
  2. Under the Custom Code section, click Custom Settings.
  3. Click the Conga Trigger Settings custom trigger.
  4. Click the Manage button.
  5. Click the New button.
    • For Clause Bundles, type in BundleClause.DuplicateSortOrder and click Save.

    • For Managed Clauses, type in ManagedClause.DuplicateSortOrder and click Save.

  6. Keep the Enabled checkbox unchecked to disable to the trigger and allow for duplicate sort order. If you wish to keep the trigger enabled and prevent duplicate sort order, check the Enabled checkbox.
  7. Refresh your browser so that the new Custom Setting values are recognized.