Creating a Composer for Platform Solution
- As an administrator, login to your Conga Advantage Platform environment.
- Open Document Management Apps and navigate to Document Automation > Composer Solution Manager.
- Click New Solution.
- Under the Solution Information tab, input a name for your solution. Optionally, add a brief description.
- Under the Templates tab, select up to 40 existing templates from the list and click Add to Solution. To create a new template for your solution, click the New Template button to begin creating one. For details on creating Composer templates, see Creating Platform Templates.
- Under Data Models, use the drop-down to add a data model, or use the advanced search function to upload a or use the list to select an existing data model in your organization. Data models must be added to Composer Solution Manager in order to provide preview information for templates and solution information. If no data model is selected, an error message will be thrown. For more details on data models, refer to Platform Data Models.
- Under the Solution Behaviors tab, determine how your document is generated and sent, and what other additional parameters are necessary.
- Email - Adding the Email Template behavior will allow you to pull from a list of your previously created Email or Conga Email templates. Add any necessary information to the To, Addtional To, CC and BCC fields. Type the name of your email template in the Email Template box to find the template, then select it from the generated list.
- eSignature - Allows you to select from Conga eSignature integrations.
- Download - Determines whether the document generated will be downloaded into your downloads tray.
- Additional Behaviors - Type the name of your desired parameter into the Parameter box, then click the Add button to add the parameter and value to the solution. Repeat this for each additional parameter.
- Under the Deploy tab, determine your environment and region. Click the drop-down for Composer API and the preferred coding language for your Composer Solution. Choosing the language will populate the Fetch Request information in the code example in the selected language.
- Copy your request and paste it into your chosen development platform to immediately start running a request.
- Click Save.
