Conga Composer can merge data from child objects of your master object by using Conga Queries. This data is called detail data.

You can retrieve multiple records from a child object (such as quote line items) and then designate an area on your template that will dynamically accommodate the number of line items (or other child records) that are present.  Merge fields and any other text placed within a detail region will automatically repeat for each row of detail data.

Detail regions can be used in almost any place in a template and can include all kinds of elements. Some examples:

  • A single table row – the row repeats for each record
  • An entire table – the table repeats for each record
  • A paragraph – the paragraph repeats for each record
  • Across pages – the page break repeats for each record

To see syntax examples, reference Repeating Data in Word.

When creating a detail region, make sure to follow these rules:

  • {{TableStart}} and {{TableEnd}} tags (TS/TE tags) must be inside the same section in the document. If you put a section break inside these tags, the template will not merge.
  • TS/TE tags must refer to the same dataset. Examples:
    • {{TableStart:data}}{{ACCOUNT_NAME}}{{TableEnd:data}} will work.
    • {{TableStart:data}}{{ACCOUNT_NAME}}{{TableEnd:otherdata}} will not work, the template will not merge.
  • Detail regions must contain a pair of matching TS/TE tags. If TS/TE tags do not match, the template will not merge.
  • If used within a table, TS/TE must be on the same row or within the same cell. They cannot be used across multiple rows in a table. Wrap the whole table in TS/TE tags if you need to repeat multiple rows at a time.
  • Nested detail regions are only supported with the use of nested queries.