Download page Adding a File Name to a Conga Sign Transaction Related List.
Adding a File Name to a Conga Sign Transaction Related List
Adding the File Name to the Conga Sign Transaction Related List
You can add the file name to the Conga Sign Transaction Related List. To add the File Name to a Transaction Related List on the Opportunity object:
The instructions below use the Process Builder in the example. Conga does not support Process Builder.
Create a text field on the Opportunity object, for example:test_field__c. (The Conga Composer MFTS parameter writes the OFN parameter to the text field when merged.)
Create a text field on the Conga Sign Transaction object, for example:File_name_via_PB__c. (The field is populated by the Process Builder.)
Add theFile_name_via_PB__cfield to the Conga Sign Transaction Related List on the Opportunity page layout.
Setup a Composer and Conga Sign button. Use the MFTS0 parameter to update thetest_field__cin the button URL. You must use the same value in the OFN parameter and the MFTSValue0 parameter.
Setup a Process Builder.
Locate the Process Builder from the Quick Find search in Salesforce Setup.
ClickNew.
Add a Process Name and chooseA record changesas the field value for theThe process starts when field.
ClickSave.
Click+ Add Objectand selectConga Sign Transactionas the field value for theObject field.
SelectOnly when a record is createdas the field value for theStart the process fieldand then clickSave.
Click+ Add Criteriaand fill out theCriteria Name field.
ChooseConditions are met as the field value for theCriteria for Executing Actions field.
In the Set Conditions section, click the Lookup icon to select a Field's lookup icon to select a field. Click the dropdown arrow, selectTransaction Name, and then clickChoose.
Change the Operator field value toIs Nulland change the Value field toFalse. Keep the Type asBoolean.
Set the Conditions field toAll of the conditions are met (AND)and then clickSave.
Click+ Add Criteriaunder Immediate Actions and add a Criteria Name.
Click+ Add Actionand chooseUpdate Recordsas theSet Action Type tofield value.
Provide an Action Name and chooseSelect the APXT_CongaSign__Transaction__c record that started your processas the Record Type field value. ClickChooseand then clickSave.
Select the Criteria for Updating Records or selectNo criteria—just update the records!if no further criteria are needed.
Set the values for the correct field to update. Choose the new custom text field on the Conga Sign Transaction object (in our example this is theFile name via PBfield). Change the Type field's value toField Reference. Select the new custom text field on the related object using the object lookups. (in our example, this is thetest_field__con the Opportunity.
ClickSave.
ClickActivate.
ClickConfirm.
Launch the Composer button and go through the steps to create a Conga Sign Transaction.