You can create a new query for your solution.

To create a new query and add it to a Solution Record:

Before you begin, you must have a solution record created and open.
  1. On the Conga Solution screen, click Add Query Data.
  2. On the Conga Solution Query screen, click Create New Conga Query Record. The Conga Query Edit screen opens in a new window.
  3. In the Name field, type a name for the query.
  4. (Optional) In the Description field, type a text description of the query.
  5. Click Save to save the query.
  6. In the SOQL Select Statement box, type the select statement for the query OR use the Conga Query Builder button to build a SOQL statement.


To use the Conga Query Builder:

  1. Click Save to save the query. Solution Manager adds the query and displays the Conga Query screen with the record loaded.
  2. Return to the Conga Solution Query screen and click Refresh to view the new query.
  3. In the All Available Conga Queries area, click the query to select it. The report name and ID appear in the boxes to the right.
  4. In the Alias field, type an alias for the report.
  5. (Optional) In the Description field, type a text description of the report.
  6. (Optional) To modify the default filter of the query, click Advanced Filter Configuration.
  7. Click Add Conga Query to Solution Record. Solution Manager adds the query to the record. The query appears in the Selected Queries area.
  8. Click Return to Solution Record.
  9. Click Update Button to add your changes to the current button URL.
The Conga Query record must contain a valid SOQL statement so it can appear in the All Available Conga Queries area.