Composer Troubleshooting Help

Troubleshooting help for Composer.

• Caching Error on the Conga Composer Setup Menu
  • An intermittent caching occurs on the new Conga Composer Setup Menu. This article describes how to resolve the error message.
• Chrome Redirect Issues when using Composer
  • Current versions of Chrome do not allow redirects to occur as a security feature.
• Composer Not Redirecting to Adobe Esign in Community
  • If you click Merge & Esign on a Composer button in a community, Composer may direct you to a page where you get an error saying the page "is down for maintenance."
• Composer Troubleshooting Tips
  • The following tips will help you troubleshoot Conga Composer to get you back up and running quickly. Try these tips before doing anything else.
• Conditionally Show or Hide Data in Word Templates
  • There are multiple ways to conditionally show or hide data in Composer Word templates.
• Conga Composer Debug URL
  • When you encounter an issue requiring support, you will be asked to provide a URL to access your solution and instance. The Debug URL will produce a URL that you can send to support that will allow them to access your solution without having to request access.
• Conga Word templates - When there is no data in a field, spacing and font size are altered
  • If a field in Salesforce is blank and Conga returns a blank on the Word output file, the output reverts to the default font on the Word template rather than whatever font the merge field was set to.
• Connection to Salesforce Failed
  • ERROR MESSAGE: This error occurs immediately upon starting Conga Composer and it's caused by the "Lock IP Address" setting being enabled... it needs to be disabled for hosted AppExchange applications.
• CreateEnvelope in DocuSignAPI UserID does not have a valid membership in Account
  • ERROR MESSAGE. This message is received when using Conga products and DocuSign in a fully automated fashion and the DocuSign Username and Salesforce User Email are different.
• Create a Conga Composer List View Button (Lightning Experience)
  • How to create a Conga Composer List View Button (Lightning Experience).
• Critical Update Actions for Composer Versions
  • A list of Composer all versions in descending order and the required actions related to the Salesforce Winter '20 Critical Update.
• Data appears on the QueryDataX dataset for some users, but not others. Why?
  • This issue can have multiple causes.
• Data appears on the ReportDataX dataset for some users, but not others. Why?
  • This issue can have multiple causes.
• Differences between Conga Composer versions
  • Depending on where you look, you might see two different Conga Composer version numbers. Here is why ...
• Disable Composer 7 Triggers
  • Disable Composer 7 triggers to reduce excessive API calls.
• Document not Merging to SpringCM
  • If you click Merge & SpringCM and Composer looks like it ran successfully, but no document gets delivered to SpringCM, there is likely an error occurring in the background.
• Removing Duplicate Conga Composer Setup Tab
  • Remove the duplicate Conga Composer Setup tab.
• Duplicate solutions record created where solution pack installed
  • Conga Quick Start is creating duplicate solutions record when creating a pre-built solution in orgs where a Solution Pack has previously been installed.
• "Edit My Own Posts" Permission Required to Post to Chatter
  • If users do not have Edit My Own Posts enabled on their profile, they will have issues saving a document to Chatter (&SC1=Chatter) when running Conga Composer Release 8 in background mode.
• Error Using Google Drive Integration with Composer Templates
  • When using the Google Drive integration with Conga Composer Templates, users receive an error message saying "Template ID does not exist and will be omitted."
• Excel to PDF - Different Values
  • Error message. Outputting an Excel doc to PDF.
• Fields not Copying to the Clipboard in Conga Composer
• Fields Won't Display Even After Permission Is Granted in Salesforce to Access that Field (Release 8)
  • In order to reference a Salesforce field in Conga Composer, a user must have permission (read/visible access at minimum) within Salesforce to access that field. If a user has access to a field, but that access is later removed, the Conga template may not be able to access that field on the user's behalf. We recommend uploading a new version of the template to force the re-discovery of fields for all users.
• Field Not Merging in PowerPoint Template
  • A common reason merge fields do not merge at all or do not merge as expected in PowerPoint templates is because there are multiple merge fields in the same text box.
• How do I know what version of Composer I'm using?
  • Determine your Composer version number.
• How do I move my Conga Composer subscription from one Salesforce instance to another?
  • Customers may have to move from one Salesforce instance to another (e.g. if their company is acquired, if they’re merging Salesforce instances) and need their Conga Composer, Conga Batch, Conga Trigger, and/or Conga Courier subscription(s) to move with them.
• How to use Extended Ping and Trace Route Instructions for Conga
  • In situations where timeout or connection issues are experienced, it may be helpful to run an extended ping (>100 pings) to see whether some packets are dropped.
• Images in Word
  • You can merge images into Composer templates. Here are two methods for merging images into Word.
• Insufficient Privileges Error when a System Admin launches an OAuth button as a user
  • System Administrator receives an "Insufficient Privileges" error when launching an OAuth button while logged in as a user (even though the user does not receive the error).
• Log Into One Salesforce Instance or as One User per Browser
  • Best practice. Log into only one Salesforce instance and as one user per internet browser.
• Merge Fields Displaying Unexpected Results
  • Due to a recent change to the way Salesforce exports reports, you may experience unexpected behavior when merging data from formula fields retrieved by Salesforce reports.
• One or more documents failed to convert to PDF
  • ERROR MESSAGE. Custom font needs to be uploaded.
• OpplineItems Dataset Missing in Template Builder
  • Unable to see OpplineItems dataset in Composer Template Builder.
• Remote Site Error in Conga Solution Manager
  • If Remote Sites are activated while multiple instances of Salesforce are open it is possible for the wrong Remote Sites to be saved. Here is how to fix it.
• Removing duplicate tabs
  • If you upgraded your Composer version, you might see duplicate Composer tabs.
• Shipping and Billing Merge Fields
  • The shippingaddress and billingaddress fields in the template builder do not work and often bring in too much or poorly formatted information.
• Templates not displaying or showing fewer than expected in Composer (Release 8)
  • Templates do not display or show fewer templates than expected in Composer Release 8.
• Template is not populating in template list on the Conga dialog box or is not visible in Conga Template Manager
  • Unable to see or access Conga Templates.
• Troubleshooting Font Styles
  • When designing Conga Word templates, font choice is important. Select a font from the All Fonts list to ensure your font will translate to your merged output file. If you choose a (Heading) or (Body) font style the font might not appear correctly in the merged output file.
• Using Send through External Email Services with Conga Composer
  • Use the Send through External Email Services functionality with Conga Composer
• What is Aspose related to my PDF?
• Where Did My Conga Mail Merge Tab Go? (Release 8)
  • Missing Conga Mail Merge tab for Composer Release 8.
• Why didn’t my dynamic formula update correctly in my Conga Composer Excel output file?
  • Why didn’t my dynamic formula update correctly in my Conga Composer Excel output file?
• Templates appear for administrators but not end-users