Create Buttons for List Views and Search Results
You can create button for List Views and Search Results.
To create buttons:
- In Salesforce®, click Setup.
- In the App Setup section, Click Customize.
- Click the drop-down arrow for the object you want to customize.
- Click Buttons, Links, and Actions.
- Click New Button or Link.
- Populate the fields as follows:
- Label: Conga Grid
- Name: crmc_Grid
- Display Type: List Button
- Display Checkboxes (for Multi-Record Selection): Enabled
- Click Save.
- In Salesforce Setup, click the drop-down arrow again for the object you want to customize.
- Click Search Layouts.
- Click Edit next to object List View or Search Results, depending on where you want to manually add the button.
- Follow the steps in Conga Grid Buttons.
If you are adding a button for a related list (instead of having an embedded Conga Grid℠), populate the ForeignKeyName and ForeignKeyValue fields using the example below. This example shows Contacts for an Account page layout.
(function (e,t){var n=document.getElementsByTagName("HEAD").item(0), r=document.createElement("script"); r.type="text/javascript", n.appendChild(r), r.onload=function(){GridButton.showInGrid(e,t,'AccountId','{!Account.Id}')}, r.src="/resource/crmc_pp__gridbutton?ts="(new Date).getTime()}("Contact", {!GETRECORDIDS( $ObjectType.Contact)}));
Here is the generic code:
(function (e,t){var n=document.getElementsByTagName("HEAD").item(0), r=document.createElement("script");r.type="text/javascript", n.appendChild(r), r.onload=function(){GridButton.showInGrid(e,t,'<ForeignKeyName','{!<ForeignKeyValue>}')},r.src="/resource/crmc_pp__gridbutton?ts="+(new Date).getTime()}("<ChildObject>", {!GETRECORDIDS( $ObjectType.<ChildObject>}));