Conga Product Documentation

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OFN

Category: Output Parameter

Compatible with: Composer 8

Parameter Name: OFN

Parameter Value: [text and/or merge field]

Parameter Requirements: None

Parameter Description: OFN (Output File Name) sets the Output File Name, overriding the default name of the file.

Note:

You may use static text or merge field names for the values to place in the filename. Use a plus sign (+) to represent literal spaces.

Note:

Do not include symbols unsupported in filenames,:,#,", \, /, >, <, etc. Character length is from 2 to 80 characters.

The following special fields can also be used as the value of the OFN parameter:

  • {Template.Label}

This special field refers to the template label or template name (as defined in the Conga Template record or the Salesforce template repository). If using a local template, the file name appears in place of the label.

  • {Template.Id}

This special field refers to the 15 character Salesforce ID of a Conga Template or Salesforce template repository record. It does not apply to local templates.

Multiple Templates - When merging multiple templates, you may optionally designate individual output file names for each template by including the output file name in brackets before the template Id specified:

&TemplateId=[Invoice+with+Discount]00143532453dg3B,
[{!Account.Name}+Terms+and+Conditions]001435121234499
Warning:

You may not use {Template.Label} nor {Template.Id} within the brackets before the template Id is specified. An error will occur if attempted: "The following template Id/s do not exist or are not accessible and will be omitted:"

Note:

Internet Explorer 7 will replace spaces in a file name with the web--safe characters %20 if the output file is opened before saving to disk. For example, the file in the usage example above would appear as ABC%20Corp.%20-%20Quote.doc if the file is opened before saving to disk.

Lightning Component: The OFN parameter needs to leverage a formula field within the OFN parameter for the Lightning Component. Refer to the following steps as an example:

  1. Create a formula field on the Salesforce object. (For example, OFN Label)
  2. Insert desired Output File Name (text and/or merge field) into the formula field.
  3. Set the OFN parameter to OFN={!TargetObject_formula field name}

    for example:

    1. Standard object: &OFN={!Account._customField__c}

    2. Custom object: &OFN={!customObject__c._customField__c}

Example:

&OFN={!Account.Name}+-+Quote