Download page Salesforce: Adding the Conga Collaborate Document related list and buttons to page layouts.
Salesforce: Adding the Conga Collaborate Document related list and buttons to page layouts
Conga Collaborate document buttons and the Conga Collaborate Document related list allow you to quickly generate documents and easily view which documents are associated with a particular Salesforce record.
Add the two standard Conga Collaborate buttons and the Conga Collaborate related list to your launching object page layout.
Due to legacy naming conventions, the related list is named “Octiv Documents” on the Opportunity, Account, Contact, Case, and Lead objects.
The two standard buttons have different purposes:
New Document- Creates a new Conga Collaborate document related to your launching record
Add Existing Document- Allows users to associate previously created Conga Collaborate documents with the particular record
The Conga Collaborate Document related list enables you to see all Conga Collaborate documents associated with a particular record. You can also edit and delete documents directly from the related list.
Navigate to a record from your launching object (in most cases this will be an Opportunity)
ClickEdit Layoutin the upper right of the screen
In the layout editor, clickButtons
Add the two buttons labeledAdd Existing DocumentandNew Documentto the Custom Buttons section of the page layout
In the layout editor, clickRelated Lists
Add the Conga Collaborate Documents related list to your screen
Edit the fields displayed in the related list by clicking the wrench icon just above the list title
Select the fields that you would like to add to the list, we recommend:
Document name
Created Date
Last Modified Date
Last Viewed
Status
Value
Views
Choose how you’d like your list to be sorted. We recommend sorting by Last Modified Date in Descending order
ClickOK
ClickSave. You may be prompted to apply the changes to all user layouts; if so, clickYes
Salesforce Lightning users
Navigate to a record from your launching object (in most cases this will be an Opportunity)
Click the gear icon in the upper right-hand corner of the screen
ClickEdit Object
ClickPage Layouts
Select the page layout you want to change
In the layout editor, clickMobile & Lightning Actions
Add the two buttons labeledAdd Existing DocumentandNew Documentto the Salesforce Mobile and Lightning Actions section of the page layout. There are two New Document buttons available. You need to add the one with the name “tinderbox__new_tinderbox_document”
Follow steps 5-11 from the Salesforce Classic section above