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Conga Product Documentation

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Advanced Conga Grid Solutions

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Show Parent Object Details in a Reading Pane Tab

Warning:

Warning

Due to the ever-changing complex nature of programming languages, Conga does not support Visualforce or any elements related to APEX.

Object: The object you are viewing in the grid.

Parent Object: The Parent Object you want to see details about from the Object. The object is related to the Parent Object in the Lookup or Master-Detail window.

The following figure shows an example of Account details:

Create a Field Set

First, create a field set that contains the details you want to review in the Reading Pane.

  1. In Salesforce, click Setup.
  2. Click the Object Manager tab.
  3. Click the object of interest.
  4. Click Field Sets. The object Field Sets page appears.
  5. Click New.
  6. Enter a Field Set Label and Field Set Name. Write down the Field Set Label for later use.
  7. In the Where is this used? box, provide a brief description of where and how the field set will be used. This information helps administrators determine how to populate the installed field set with their own fields. For example:


  8. Click Save.
  9. Add fields to the field set. You can copy a current page layout by viewing it and choosing the fields that match. Or, create your own field set.


  10. Click Save.

Create a Visualforce Page for the Parent Object

  1. In Salesforce, click Setup.
  2. Under Quick Find search for Visualforce Pages and select Visualforce Pages
  3. Click New.
  4. Enter a Name and Label.
  5. Paste the code from ParentFieldPage.
    • For the section labeled 1, keep the quotes and replace Account with whichever Parent Object you'd like to display fields for. This should natch the Object you created a field set for.
    • For the section labeled 2, replace Account with the Parent Object you'd like to display.
    • For the section labeled 3, replace AG_Account_Detail_Related_List with the name of the field set
  6. Click Save.

Create a Wrapper Visualforce Page

  1. In Salesforce, click Setup.
  2. Under Quick Find search for Visualforce Pages and select Visualforce Pages.
  3. Click New.
  4. Enter a Name and Label. The Label you use will be the name of the Reading Pane tab.
  5. Paste the code from CHildVFPage.


  • For the section labeled 1, replace Opportunity with the name of the child object you want to display your field page on.
  • For the section labeled 2, replace AG_Account_RPTab with the API Name of your Parent Visualforce Page. Keep the apex/ on the front.
  • For the section labeled 3, replace Opportunity.AccountId with the Lookup Field relationship from the Child Object to the Parent Object.
  • For the section labeled 4, replace the Opportunity.AccountID with the same Lookup Field Relationship. This is handling for Opportunities that have no Account associated.

Load the Visualforce Page as a Reading Pane Tab

  1. Click Conga Grid Explorer.
  2. Select the object for which you created the Visualforce page.
  3. Click Reading Pane.
  4. In the row of tabs at the top of the Reading Pane, click the tab with the plus sign. This tab is at the end of the list; you may need to scroll through the tabs using the arrow icon.
  5. Click the Reading Pane drop-down list.
  6. Click the Visualforce Pages drop-down list.
  7. Click the checkbox next to the name of your Visualforce page, for example:


  8. Click Save in the Conga Grid toolbar. This saves your reading pane tabs so they will be available in a future session.
User Guide
Salesforce
Grid

August 6, 2025