Conga Product Documentation

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Modifying the Toolbar

To access these options, take the following steps:

  1. Click the Configure Gear.
  2. From the menu that appears on the right-hand side, open the Toolbar grouping:

The following options are available:

Option

Description

Actions

Toggles the Actions button on the toolbar.

Custom Actions

Allows users to toggle whatever custom action buttons they have available for the current object.You will not see Custom Actions as an option under Toolbar if no Custom Action buttons are available. These buttons can also be toggled at the Global and Object level through Conga Grid Setup with Conga Grid Feature Settings.

Reading Pane

Toggles the Reading Pane button on the toolbar.

Reset View

Toggles the Reset View button on the toolbar.

Save

Toggles the Add and Save buttons on the toolbar.

Search

Toggles the search bar on the toolbar.

Setup

Toggles the configure button on the toolbar.

Views

Toggles the view dropdown on the toolbar.