Conga Batch limits solutions to 200 records for a consolidated PDF output.

This article details how to accommodate consolidated output PDF solutions with more than 200 records using the MFTS parameter.

MFTS

Use the MFTS parameter to update a field on each record included in a Conga Batch run. This allows you to run a Batch solution multiple times and then filter out records that have already been included in a previous run.

Example Use Case #1

Higher Ed University has 2000 donors who need to have an annual giving report generated and mailed to them. Higher Ed wants to generate these giving reports as consolidated PDFs so that they can easily download and print the reports to mail to their donors.

To accomplish this, we will configure a Batch solution to create the PDFs for each donor and then use a checkbox to indicate which donor records have already been included in a Batch run so that they do not get included twice.

While checkboxes are most commonly used for this kind of solution, other field types such as “date” can be used as well.

To configure this use case:

  1. Create a checkbox field on the object you are using with Conga Batch. Ensure permissions are set correctly and, optionally, add the field to the page layout.
  2. Add an MFTS parameter to the solution. Set the MFTS parameter to update the checkbox to true when the record has been included in a Conga Batch run.
  3. Configure your Batch source report or SOQL query to only include records that have the checkbox field = false.
  4. Limit your report or query to 200 records.

  5. Launch Conga Batch, wait until the run completes, and then run the Batch solution again until all 2000 donor records have been included.

    For this solution, you will end up with 10 PDFs, each containing the reports for 200 donors.

Example Use Case #2

BlueCube, Inc. wants to generate invoice PDFs each month for their active projects, which are usually around 800. They also want to timestamp exactly when each invoice PDF was created.

To accomplish this, we will configure a Batch solution to create the PDFs for each invoice and then use a date field to indicate when an invoice PDF was created as well as whether the invoice has already been included in a Batch run so it does not get included twice.

To configure this use case:

  1. Create a date field on the object you are using with Conga Batch. Ensure permissions are set correctly and, optionally, add the field to the page layout.
  2. Add an MFTS parameter to the solution. Set the MFTS parameter to update the date field to TODAY when the record has been included in a Conga Batch run.
  3. Configure your Batch source report or SOQL query to only include records that have a blank date field.
  4. Limit your report or query to 200 records.

  5. Launch Conga Batch, wait until the run completes, and then run the Batch solution again until all 800 invoice records have been included.

    For this solution, you will end up with 4 PDFs, each containing the invoices for 200 projects.