This documentation assumes you have familiarity with building a Conga Composer solution. For additional information, see Getting Started with Conga Composer. This step also introduces a new parameter, xid.

Follow the steps below to create an External Data Composer solution.

  1. Add the xid parameter to your Composer solution in the following format:
    • xid – Indicates an external data source
    • QueryAlias – Choose an alias for your query and enter it here. Required. Cannot contain spaces or special characters, and must be between 3 and 20 characters long. This QueryAlias becomes the dataset name in Template Builder and in your template.
    • ExternalConnection - ExternalConnection is the alias of the data connection you set up in the Set up and Configure External Data Sources step.
    • QueryID – Salesforce Id of the Conga Query you set up in the Build Your Conga Query step.

      Use pv functionality to dynamically filter the results of your query. For more information on using pv functionality with queries, see Dynamically Filter Reports and Queries with pv Values.

  2. Add the dataset to your template by referencing the QueryAlias from above.

Information on tables of repeating data in Word can be found here.

Example xid Parameter


Example External Data Table with Merge Fields in a Word Template

CodeProduct descriptionProduct name
{{TableStart:MyOracleDataAlias }}{{Code}}{{ProductDescription}}{{ProductName}}{{TableEnd:MyOracleDataAlias }}