This documentation reviews Solution Collection functionality and how to create a Solution Collection.
Conga Solution Collections
The ability to create Conga Solution Collections is a new feature forConga Composer. You can group related Conga Solutions and easily launch them using the Composer Lightning Component, rather than selecting from multiple Lightning actions or components. For more information about the Composer Lightning Component, seeComposer Lightning Component.
When creating a new Conga Solution manually or with Conga Quick Start, you can add it to an existing collection of solutions or create a new Solution Collection.
Create a Conga Solution Collection
To create a new Solution Collection with Conga Quick Start:
Navigate to the Lightning App Launcher and selectConga Quick Start.
Under the Document Automation Wizard, clickLaunch Wizard.
Navigate to theCollection Step.
ClickCreate Collection.
Enter aCollection Name.
Enter an optional briefDescription.
Click the+sign next to the listed solution you want added to your new collection.
ClickSave.
To create a new Solution Collection manually, take the following steps:
Navigate to the Lightning App Launcher and selectConga Solution Collection.
ClickCreate Collection.
Enter aCollection Name.
Enter an optional briefDescription.
Click the+sign next to the listed solution you want added to your new collection.
ClickSave.
Update an Existing Solution Collection
To add a Conga Solution to an existing Solution Collection with Conga Quick Start:
Navigate to the Lightning App Launcher and selectConga Quick Start.
Under the Document Automation Wizard, clickLaunch Wizard.
Navigate to theCollection Step.
Under Available Solution Collection, click on the name of the collection where you want to add your new solution.
Click the+icon beside the solution you want to add to the existing collection.
ClickSave.
To add a Conga Solution to an existing Solution Collection manually, take the following steps:
Navigate to the Lightning App Launcher and selectConga Solution Collection.
Click the name of the existing Solution Collection.
Click the+icon beside the solution you want to add to the existing collection.