The Document History object is a custom object that contains the link to a document (stored in the Conga File Repository) generated with Composer Link Service.

Composer automatically creates a unique Document History record specific to each document. Each Document History record is generated with a related Document History Detail child record.

The Document History Detail object is a child object of the Document History object. It contains key information such as the number of document views and the date/time that the document was last viewed.

Document History records are accessed in the Document Histories tab.

Document History Fields

  • Document History Name
    • Auto-generated record name, such as DH-001.
  • Conga Solution
    • Lookup field that displays a link to the related Conga Solution that generated the document
  • URL
    • Displays the click-able hyperlink to the document
  • Link Text
    • Displays the hyperlink text used in the Notification Email Template to access the document

    • By default, Link Text is set to Click here to view document.

      Current functionality does not allow users to change the default Link Text value.
  • Last Viewed
    • Displays the date/time for when the document was last viewed
  • Master Object ID
    • Displays the specific record ID that the document is generated from
  • Number of Views
    • Displays the total number of views for the document
  • Created By
    • Displays the user that created the Document History record and the date/time of the record creation
  • Owner
    • Displays the current record owner
  • Last Modified By
    • Displays the user that last modified the Document History record and the date/time of the record modification

Document History Detail

  • Document History
    • Lookup field to the related parent Document History record.
  • Document Status
    • Lookup field that displays a link to the related Conga Solution that generated the document
  • Email Address
    • Displays the email address the document is sent to.
  • Number of Views
    • Displays the number of times the document is viewed
  • Last Viewed
    • Displays the date/time for when the document was last viewed