Download page Add a Global Merge Record using Solution Manager.
Add a Global Merge Record using Solution Manager
Solution Managerhas the built-in functionality to create a Global Merge record and will be automatically added to the Conga Global Merge Records object.
To create a Global Merge solution record inSolution Manager:
Click theConga Solutions tab.
ClickCreate New and selectConga Solution.
In theConga Solution Namefield, enter a name for the solution.
In the Master Object field, selectConga Global Merge (APTXConga4_Composer_QuickMerge_c).
ClickCreate Record. The new solution opens in the Conga Solution screen.
Add solution components, such as reports, queries, templates, and parameters to your Solution Manager record. Because the Master Object is a Global Merge custom object, you must specify the datasets that populate the templates for your solution.
ClickCreate Conga Global Mergeto move the Button URL from the in Progress area to the Current Button URL area.
You can test, revise, and update the solution record using the buttons in the Button URLs section. For more information on adding components to the solution, seeCreating and Managing Solutions using Solution Manager.
When Solution Manager creates the Global Merge record, it also creates a record ID and associates the button with the Global Merge record. You can launch the solution directly from the Conga Solution screen by clickingLaunch Composer or the Global Merge object. Global Merge solutions appear on the Conga Global Merges tab.