Conga Product Documentation

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Customizing Agreement Actions

You can customize the standard agreement actions and override their default behaviour. The following agreement actions can be customized by using the code mentioned in their respective Visualforce pages:

Action Name

Description

create_new_agreement

Create New agreement

create_offline_agreement

Create Offline Agreement

create_oppty_agreement

Create Agreement From Opportunity

create_child_agreement

Create New Child Agreement

store_executed_agreement

Store Executed Agreement

clone_agreement

Clone Agreement

amend_agreement

Amend Agreement

renew_agreement

Renew Agreement

Customization is achieved by using the exisiting Visualforce page containing javascript code and configuring the action to invoke the javascript code in a new Visualforce page before displaying the agreement to the user for editing. Ajax javascript libraries supplied by Salesforce are available for use in the javascript code.