Conga Product Documentation

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Configuring Flow Settings for the New User Interface

  1. Go to All Tabs () > Config Settings and click Flow Settings. The page to create a new Flow setting opens.
  2. Create a new record for the flow setting.- Or -Edit an existing record by clicking in the Actions column.
  3. Enter requisite information as explained in the following table:

    Field

    Description

    Name

    Enter a mandatory name for the flow setting. For example, enter ngFlow since we are defining the flow for the new user interface.

    Note:

    Do not use special characters in the name.

    Assets Page

    Enter the name of the VF page for displaying the Installed products or Assets. For example, Apttus_Config2__Cart.

    Cart Page

    Enter Apttus_Config2__Cart Visualforce page to access the new Cart page.

    If you want to view the cart with the new Grid UI, name the cart page asApttus_Config2__Cart#cartgrid.

    Catalog Page

    Enter Apttus_Config2__Cart Visualforce page to access the new Catalog page.

    Options Page

    Enter Apttus_Config2__Cart Visualforce page to access the new Options page.

    Product Attribute Detail Page

    Enter Apttus_Config2__Cart Visualforce page to access the new Product Attributes page.



  4. Click Add if you have created a new record for flow setting.

    - Or -

    Click Save to save your modifications to existing flow setting record.

Once saved, you can also configure the columns and buttons for the different pages in your custom flow by configuring the Display Column Settings and Display Action Settings.