Setting up Conga Composer
Next, you will go to the Conga Composer application for more setup and configuration.
- You must create a Conga Composer solution to generate templates.
-
Next, add queries to your
solution. The following are two examples of queries to use in Conga Composer for this
specific process:
Populate associated Managed Clauses into a document
SELECT APXT_Redlining__Latest_Revision_Text__c, APXT_Redlining__Text_Rich__c, Id, APXT_Redlining__Order__c FROM APXT_Redlining__Managed_Clause__c WHERE [Object].ID = '{pv0}' ORDER BY APXT_Redlining__Order__c ASCSet Managed Clauses with the type “Definition” to merge into a generated Contract Document
SELECT APXT_Redlining__Latest_Revision_Text__c, APXT_Redlining__Text_Rich__c, Id, APXT_Redlining__Order__c FROM APXT_Redlining__Managed_Clause__c WHERE [Object].ID = '{pv0}' AND APXT_Redlining__Clause_Type__c = 'Definitions' ORDER BY APXT_Redlining__Order__c ASCNote:When you install Contracts for Salesforce on any given object it automatically creates a parent lookup field, but changes the name of it based on which object is being used. On the above example, the managed clause used corresponds to a generic object that is also used.
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Add Parameters to your
solution. The following parameters are recommended for this process:
Recommended Parameters
