Build Your External Data Composer Solution
This documentation assumes you have familiarity with building a Conga Composer solution. For additional information, see Getting Started with Conga Composer. This step also introduces a new parameter, xid.
Follow the steps below to create an External Data Composer solution.
-
Add the xid parameter to your Composer solution in the following format:
&xid=QueryAlias:ExternalConnection:QueryId
- xid – Indicates an external data source
- QueryAlias – Choose an alias for your query and enter it here. Required. Cannot contain spaces or special characters, and must be between 3 and 20 characters long. This QueryAlias becomes the dataset name in Template Builder and in your template.
- ExternalConnection - ExternalConnection is the alias of the data connection you set up in the Set up and Configure External Data Sources step.
- QueryID – Salesforce Id of the Conga Query you set up in the
Build Your Conga Query step.Note:
Use pv functionality to dynamically filter the results of your query. For more information on using pv functionality with queries, see Dynamically Filter Reports and Queries with pv Values.
-
Add the dataset to your template by referencing the QueryAlias from above.
Tip:
Information on tables of repeating data in Word can be found here.
Example xid Parameter
&xid=MyOracleDataAlias:MyOracleExternalConnection:a045000001DjTva
Example External Data Table with Merge Fields in a Word Template
Code
Product description
Product name
{{TableStart:MyOracleDataAlias }}
{{Code}}
{{ProductDescription}}
{{ProductName}}
{{TableEnd:MyOracleDataAlias }}