When syncing and mapping source objects with the Conga Platform, you may come across fields that utilize formula expressions to serve their purpose (for example, calculating the Net Price of a line item using the formula SalesPrice * Quantity). These source formula expressions might be written differently or in a format incompatible with the formula expressions supported by the Conga Platform. To ensure smooth synchronization, it is essential to convert these source formula expressions into a format compatible with the Conga Platform.

The Formula Fields feature provides a convenient solution for transforming source formula expressions into target formula expressions that are compatible with the Conga Platform's requirements. Additionally, you can modify the Target Field Type to ensure it aligns with RLP requirements seamlessly.

To create a target formula expression

  1. Login to the Conga Platform as an Admin User.
  2. Click the App Launcher () icon from the top-left corner > Admin Console > Data Sync.
  3. Click the More () icon on the Data Sync UI and select Mappings.
    The list of all mapped objects for data sync appears.
  4. Click the More () icon at the start of the object for which you want to create formula expressions and select the { } Formula Fields option.
    The list of all source formula expressions associated with the selected object appears.

  5. Select the source formula field you want to transform. When the chosen formula expression is linked to a source object that has not yet been mapped to any target object, the system will display the Action window.
    Enter the desired target object name and click OK.
  6. Click the Transform () icon. The Target Field Name, Target Formula Expression, and Target Field Type are auto-populated in the RLP-compatible format. If you want to change the Target Field Name or Type, hover over the item and click the pencil icon that appears next to it.

  7. Select the source formula field and click the Validate () icon. As a result of validation, you can perform the following operations on the fields:

    The provision to generate a new field is only visible after successful validation, and the option to review the error and modify the formula becomes available when a transformation error occurs.

    IconsDescription
    Create Field

    Click the Plus () icon to add a new formula field. 

    View Errors

    Click the Errors () icon to view the error message.

    Edit Formula

    Click the Edit () icon to edit the formula expression and make corrections. For more information on how to work with a formula expression, see Formula Builder. 

The newly added formula field(s) is now accessible from the Object > Object Information > Fields.