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.

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.

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

As of September 18th, all users leveraging the Google Drive integration will see a duplicative folder with what they've specified in the OFN parameter. This is a one time duplication and it is recommended to consolidate your Google Drive files into the newly created folder.

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 filename 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

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:"

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={!customTargetObject__formula field name} (For example, OFN={!customTargetObject__c.OFN_Label__c})

Example:

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