Conga Product Documentation

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To configure the Duplicate Sort Order trigger

To create a Salesforce custom setting to enable and disable the Duplicate sort order trigger

  1. Navigate to Salesforce Setup.
  2. Under the Custom Code section, click Custom Settings.
  3. Click the Conga Trigger Settings custom trigger.
  4. Click the Manage button.
  5. Click the New button.
    • For Clause Bundles, enter BundleClause.DuplicateSortOrder and click Save.
    • For Managed Clauses, enter ManagedClause.DuplicateSortOrder and click Save.
  6. Keep the Enabled checkbox unchecked to disable to the trigger and allow for duplicate sort order. If you wish to keep the trigger enabled and prevent duplicate sort order, check the Enabled checkbox.
  7. Refresh your browser so that the new Custom Setting values are recognized.