In order to implement merge field data for your templates, you will need to provide a data model using a JSON file. Data models are used specifically to help build and preview templates in Conga Platform by providing the detail data in the JSON file and converting them to usable merge fields for your HTML templates. Once the data model is uploaded, you may access the data model from the template editor under JSON Data.
The only file types supported for data models are .json and .txt file types. JSON files are recommended over .txt files.
Only one data model can be used in a template at a time.
Uploading JSON Data Models
In Conga Platform, navigate to Document Management Apps >Composer Settings > Data Model Management.
Click New Data Model.
In the New Data Model window, input a name for your Data Model, then drag and drop or browse your local machine to find your JSON file.
You may choose to allow Conga Platform to store your JSON data values as sample data by leaving the checkbox enabled. If you do not wish to store the uploaded JSON file sample data values, deselect the checkbox. If the checkbox is not selected, no sample values will be displayed when building the templates or examining the Data Model itself.
You may click on the label of an existing data model to replace the data model with an updated version of the JSON or .txt file, or delete the data model.
You are not able to edit the data model once it is uploaded to Conga Platform. To make changes to the data model, you must edit the JSON file and replace the data model.
