Conga Product Documentation

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Creating Word Calculation Fields

Leverage Microsoft Word’s calculation fields for simple calculations in Word templates.

This method is not supported by Conga. You can create calculated fields in Salesforce. Conga can easily map those values to the Templates. Do not use dynamic culture codes.

  1. You start by inserting a traditional word field by going toInsert > Quick Parts > Formula then click the Formula button on the pop-up.
  2. Then put numeric fields, operators and a placeholder for any merge fields desired into your Formula: Then right click to toggle open your formula: { =("Mergefield1" * "Mergefield2") / 100 }
  3. Now we can then replace the Mergefield1 text with a word traditional merge field using insert / quick parts / field then mergefield. Then you must nest your merge fields inside of your formula: { =(«Amount 1» * «Quantity 1») / 100 }
  4. When you merge your document, Conga maps the values to the merge fields and Microsoft Word executes the calculations.

    Here are some additional details on Word Calculation fields and operators: https://support.office.com/en-us/art...c-ae3b22b7eb5e