Before you can build a solution in Solution Manager, you must first create a solution record. The record is a container for solution information, including the button URL history and notes.

To create a new solution record in Solution Manager:

To fully utilize solution records, you should be a System Administrator (or have the Modify All Data and Customize Installed Applications profile settings).

  1. Click the Conga Solutions tab.
  2. Click New to create a new Conga Solution record.
  3. In the Conga Solution Name field, enter a name for the solution.
  4. In the Master Object field, select a master object from the list.
  5. Click Create Record.

The new solution opens in the Conga Solution screen.

  • Add report data (using existing or creating new reports) or query data (using existing or creating new queries).