Conga Product Documentation

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Adding a "View Redlines" Button to Standard or Custom Objects

Contracts for Salesforce can be used on objects other than contracts. To do so, add Contracts for Salesforce buttons to those objects.

To add the Select Primary Document button to another object, see Add Select Primary Document Button to Standard or Custom Objects

  1. In Salesforce, click Setup.
  2. Click Customize.
  3. Click the appropriate object, for example, Opportunities.
  4. Click Buttons, Links, and Actions.
  5. Click New Button or Link.
  6. Add the following information:
    • Label = View Redlines

    • Name = default from Label

    • Display Type = Detail Page button

    • Behavior = Display in existing window without sidebar or header

    • Content Source = URL

    • Formula = {!URLFOR( $Action.Contract.APXT_Redlining__View_Redlines, null, [altId=THISOBJECT.Id], false)}

      thisObject.Id - is Id of the object to which you want to add the button (such as Account.ID - see example below)

      The information to implement a standard View Redlines button on an account looks like:

      {!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=Account.Id], false)}

      If the Save PDF button in the View Redlines interface is disabled, the customizable View Redlines button on an account looks like:

      {!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=Account.Id, disableOpenInWord=false, disableNegotiate=false disableTrueUp=false, disableSavePDF=true], false)}
  7. Click Save.
  8. Add the button to your desired page layout.