Why do I get the ‘An internal server error has occurred’ message when I click Configure Products, Go to Pricing, or Reprice?

This is a Salesforce error. Contact Salesforce Support for further assistance.

Why can’t I approve requests using email notifications?

1. Make sure that the email id saved in the email reply template on the visual force page is the same as the one saved in Custom Settings > Email Services.
2. Make sure that the Approver is a registered User with a valid Conga license and then complete the following procedures.
   1. Click Develop > Email Services to create a new email service using ApprovalEmailHandler and generate an email address.
   2. Click Develop > Custom Settings > Approval System Properties and enter values for the fields described in the following table.

      Field	Value
      Enable Email Approval Response	Select the check box.
      Email Approval Service Address	Enter the approver’s email address.

   3. On the Visual force email template (that is sent during approval submission) and enter the email address you generated in step 2.a, in the Reply To attribute of the template.
   4. Make sure that the template has the following fields.
      1. Approval Request ID
      2. Approval User ID
   5. If you use a Custom VF Email Template, make sure the Conga standard Merge fields (Approval ID and User ID) are NOT defined in Table format in code in Custom VF template or associated component. If these merge fields are in a Table format then Email to Approval will not work.

To resolve this, you must remove the Conga standard Merge fields (Approval ID and User ID) from table and insert them separately in the following format.

Approval Request ID: {!relatedTo.ID}

Approval User ID: {!relatedTo.Apttus_Approval__Assigned_To_Id__c}

How can I resolve a hung page when I try to check-in or check-out any document on Conga Author?

1. Make sure your profile has permission to Read, Create, Edit, and Delete the Template Object.
2. Make sure your profile has access to the following Visual force pages.
   1. Apttus.BrowseTemplates
   2. Apttus.BrowseAgreements
3. Log in with your credentials and paste the following link in the browser’s URL.

   https://<instance>.salesforce.com/apex/Apttus__BrowseTemplates?callerMode=Checkout

Why do I get the ‘An internal server error has occurred’ message when I click Configure Products, Go to Pricing, or Reprice?Why does my sandbox instance redirect to my production instance whenever I refresh the page?

This is a Salesforce error. Contact Salesforce Support for further assistance.

Why do I get the ‘An internal server error has occurred’ message when I click Configure Products, Go to Pricing, or Reprice?

When you refresh the sandbox, the app copies all the data and components from the production instance to the sandbox instance.

The following table lists the applications and corresponding custom settings you must change or verify to resolve this issue.

What Object references should I set to the instance of an Object so I can log in to X-author for contracts?

If you have this question, you receive the following message when you try to log in to X-Author for Contracts.

This error is not because there are Object permission issues in CPQ, in spite of the wording, this is a Time Zone error. To resolve this issue, change the time zone in the user profile settings to match the time zone in the Org settings.

How do I get the EchoSign Send page to auto-populate the Account and Opportunity fields?

The Account and Opportunity fields on the EchoSign Send page are lookup fields and the Conga Integration Adaptor cannot auto-populate these fields.

To auto-populate these fields, employ one of the following work-around.

1. Create a custom trigger to auto-populate the Account and Opportunity fields from the Agreement. Because these are lookup fields, you cannot use workflow rules.
2. Click Custom Settings > EchosignSettings > Edit.
3. On the EchoSign settings page, uncheck the following check boxes.
   • Disable Opportunity Lookup
   • Disable Account Lookup
4. Click Save.

How do I enter values for custom fields on the Price List Item page?

The Price List Item detail page is a managed, custom visual force page where you cannot enter values for custom fields.

To be able to enter values on the Price List Item detail page, you must create a button of type URL that sales users can access to define values for custom fields. Use the following URL when you create this button.

{!URLFOR($Action.Apttus_Config2__PriceListItem__c.Edit, Apttus_Config2__PriceListItem__c.Id,[retURL=URLFOR($Action.Apttus_Config2__PriceListItem__c.View,Apttus_Config2__PriceListItem__c.Id)],true)}

How is the Base Price calculated when I renew or change an asset with custom pricing?

You must use custom pricing for an asset if you want to override the defined current price of the asset.

For example, you are a Sales Representative for a software company and you receive a request to renew a software subscription. The price of the original order is $100.00. The current price of the product is 150.00. You can process the renewal for the original price if you enable Custom Pricing.

If you have enabled Custom Pricing for an asset, CPQ uses the Net Price of the asset to calculate the asset price. The formula is Net Price/Quantity*Term.

When I create any template, why do I see the following error?

Error: Script Thrown Exception

Your profile does not have Edit permissions and so you do not have access to the following custom fields for the Agreement Object.

• Status Category
• Status
• Workflow Trigger Generated Agreement

Ask your system administrator to enable Edit permissions for the Agreement Object.

How do I change the label for an Conga Managed field?

To change the label of a Conga Managed field,

1. Click Setup > Translation Workbench > Override.

   
   
   

2. Double click in the Field Label Override column to enter a new value.
3. Click Save.

How do I clone a User Record?

Cloning a User record is not a Salesforce function. You must create a custom link along with formula to clone a user record.

Create a custom link with the following formula.

/{!User.Id}/e?clone=1&retURL=%2F{!User.Id}&name_firstName=&name_lastName=&Alias=&Em

How do I add the Conga Generate document functionality on any custom object?

You can add the Conga Generate document functionality on any custom object by creating a formula on the custom object Edit .

1. Click Setup > Build > Develop > Custom Settings > Comply System Properties > System Properties > Edit.

   
   
   

2. Define values for the following fields.
   • Merge Webservice Endpoint
   • Instance URL
3. Click Save.
4. Click Setup > Administer > Security Controls > Remote Site Settings > New Remote Site.

   

5. Define values for the following fields.
   • Remote Site Name
   • Remote Site URL(your merge server URL)
6. Create a Record Type (at least on record type. For example, Rec Type) on the custom object, where you want to add the Generate document functionality.
7. Add that record type to the Agreement Types field (Apttus__APTS_Template__c.Apttus__Agreement_Types__c ) as a picklist value.
8. Add that record type to the Type field (Apttus__APTS_Template__c. Apttus__Type__c) as a picklist value.
9. Create a Formula field for the Generate button on your custom object with the below expression.

   ("/apex/Apttus__DocumentGenerate?id="&Id&"&action=Generate_Document&templateType=RecTyp",IMAGE("/resource/Apttus__Button_Generate","Generate"),"_self")

10. Click Save.

When I submit the agreement by clicking Submit Request button, why do I get the following error?

Error: Missing Target ObjectId with Template

You don’t have default contact access to the System Administrator Record.There is an Admin Entry created and defined as System Administrator as a Default Email Contact Name.

APTS_DefaultEmailContactName: Symantec Admin

Whenever you submit the Agreement record, the system looks for System Administrator contact. But, the OWD settings is defined as Private for Contact object, so this contact record doesn’t have access to the concerned user. So the concerned user must have the System Administrator contact access to submit the records.

Your System Administrator must provide you with access to System Administrator record sharing.

When I click the Configure Products button, why do I get the following error?

You will need Modify All permission on Product Configurations object.

The Quote Owner or System Admin will be able to configure any products for a quote. If any other user other than quote owner will try to do the same, the system will now the user to configure the Quote and will get the above error.

Ask your System Administrator to provide you with ModifyAll permissions on Product Configurations object.

When I run the Bundle Maintenance, why do I get the following error?

Error: First error: Insert failed. First exception on row 0; first error: NUMBER_OUTSIDE_VALID_RANGE, Depth: value outside of valid range on numeric field: 10: [Apttus_Config2__Depth__c]

You get this error when you’ve already ran bundle maintenance earlier, and in the middle you abort this process. In our system, we maintain the maintenance jobs status in an object called Batch Job (Apttus_Config2__BatchJob__c). Once the status is stuck in Queued stage, the actual batch job is aborted, and you will face this problem.

Resolution:

When you receive the above error, after running Bundle Maintenance, perform the following steps to resolve records with product components where the option group is null in the Product Option Component object.

Run the following Query in the Developer Console. (a Salesforce System Administrator should be utilized or informed when performing this operation).

SELECT name, id, Apttus_Config2__ComponentProductId__c, Apttus_Config2__RelationshipType__c,Apttus_Config2__ParentProductId__c from Apttus_Config2__ProductOptionComponent__c where Apttus_Config2__ProductOptionGroupId__c = NULL

You will receive a list of returned IDs from the above Query. You must identify and delete the Product Component records without any option group assigned. Now, the Bundle Maintenance will execute properly.

How do I include the values in Subcategory field which are lost while saving a template in XAuthor V6.0?

1. Go to Setup > Create > Objects.
2. Search for Template object and click to open it.
3. Go to Custom Fields and Relationships.
4. Click Category.
5. Go to Field Dependencies and edit Subcategory to see the following screen.

   
   
   

What is the difference between the custom PAV extensions and the out-of-the-box PAV extensions?

The custom PAV extensions were the first version of extension attributes to allow customers to create more attributes to use. From this perspective, there is no difference between the custom PAV extensions and the out-of-the-box PAV extensions except for the predefined objects that must be used. However, custom PAV extensions are not officially supported in the CPQ Admin UI when looking for attribute extensions to add in various places, whereas out-of-the-box PAV extensions are supported.

What happens if I upgrade to a release later than September '22 and do not migrate custom PAV extensions the out-of-the-box PAV extensions?

Whatever currently works for custom PAV extensions will continue to work. There will be no removal in functionality and Conga will fix any regression issues.

What happens to my in-flight quotes that are already using custom PAV extension fields?

If a quote if already saved or finalized and has a line item saved with the custom PAV extension data, the attribute information will not change unless the quote is reconfigured (opening the cart). If the quote is reconfigured, the attribute must be reselected for the same changes to be applied. The only caveat to this is for read-only carts that were previously saved and no changes are made.

If this is a large process to undertake for manual reselection, we recommend creating a script to map values selected for the custom PAV extension to the new out-of-the-box PAV extension field.

How do I request an enhancement for custom attribute extensions?

As of September '22, no new enhancement requests will be done for custom PAV extensions. It is recommended to move to the out-of-the-box PAV extensions and see if the enhancement exists there. If it does not, we have an Ideas portal for any enhancement requests for any Conga feature.

When will custom PAV extensions be completely removed from Conga CPQ?

There are no plans to completely remove the objects from Conga CPQ but full end of life (no issue fixes, no enhancements) will occur in 2024.

What if I need more attribute fields than the 3200 given by the out-of-the-box PAV and PAV extension objects?

We can work with customers that have higher attribute requirements to expand our feature set. Please use the Idea portal to make an enhancement request.