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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Conga Grid Basics

Add a Related List to a Grid

Add a Related List to a Grid

  1. On a Grid, click the gear icon, or with the Reading Pane open click +.
  2. Expand the Related List dropdown.
  3. Select the check box for the object whose related list you want to add.
    • Any related list that you could add on a page layout can be added through the related list section dropdown.
    • If the reading pane is open, added related lists will show up as a tab in the reading pane.
    • If the reading pane is closed, added related lists will show up as a dropdown underneath each record in the Grid.
  4. Click the dropdown next to Save in the Grid and select Save View.

Add Fields to a Related List tab

  1. Open the related list you want to modify and click the gear icon.
  2. Click the check box next to the fields you want to add.
  3. Click the dropdown next to Save.
  4. Click Save View.
User Guide
Salesforce
Grid

January 23, 2025