Launching Conga Mail Merge from a Custom Button, Link or Tab
You can launch Conga Mail Merge from a button, link, or custom tab. This is particularly useful for launching a merge operation from a Campaign in that the campaign can be pre-selected. To implement this, add a custom button or link to a page layout with the following details.
Display Type:
Detail Page Link or Detail Page ButtonBehavior: Display in the existing window with sidebar URL:
https://massmerge.appextremes.com/apps/Conga/Welcome.aspx?SessionId={!API.Session_ID} &ServerUrl={!API.Partner_Server_URL_80}
Example URL
https://massmerge.appextremes.com/apps/Conga/Welcome.aspx ?SessionId={!API.Session_ID}&ServerUrl={!API.Partner_Server_URL_80}&id=
{!Campaign.Id}&ReportID=00Oi0000006IF4C?pv0={!Campaign.Id}&TemplateID=a0461000001LyhM
Further Refine Your Solution
You can include any of the following parameters to further refine your solution:
|
Parameter |
Description |
|
&ReportId=[Id] |
Pre-selects the specified Report on the Search Criteria page Requires: A 15-character Salesforce Id of a Report. May optionally include filter criteria. Do not use this in combination with any other “data source” parameter (such as CampaignId). |
|
&CampaignId=[Id] |
Pre-selects the specified Campaign on the Search Criteria page. Requires: A 15-character Salesforce Id of a Campaign. Do not use this in combination with any other “data source” parameter (such as ReportId). |
|
&TemplateId=[Id] |
Pre-selects the specified template on the Document/Letter page Requires: A 15-character Salesforce Id of a template record. |
|
&LabelTemplateId=[Id] |
Pre-selects the specified template on the Label page Requires: A 15-character Salesforce Id of a template record. |
|
&EnvTemplateId=[Id] |
Pre-selects the specified template on the Envelope page Requires: A 15-character Salesforce Id of a template record. |
|
&BPW=[0 or 1] |
Bypass Wizard Navigates directly to the Download page Requires:
|
You can use only one template at a time with Conga Mail Merge.
