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Conga Product Documentation

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Custom Actions

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Create Custom Actions

Follow these steps to create your own actions using JavaScript.

  1. Click Conga Grid Setup.
  2. Select the object for which you want to create a custom action.
  3. Click the Object Features tab.
  4. Click New Custom Action.
  5. Enter an Action Name.
  6. Enter the Javascript code to perform custom action. See Code Examples for Custom Actions.
  7. Click OK.

    The custom action is located on the Actions menu.

    You can also create a button in the Conga Grid toolbar for your custom action:

    1. In the JavaScript field of the Custom Action screen, look for the IsToolbarAvailable function.
    2. Change the return value to true.
    3. Click OK.
    4. Click Conga Grid Explorer.
    5. Click the Configuration button to open the Configure menu on the right side of the Conga Grid.
    6. Click Toolbar.
    7. Enable the checkbox for your custom action. A button to invoke the custom action is located on the toolbar.
User Guide
Salesforce
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January 23, 2025