Using Composer and Orchestrate Lightning Components in Conga Grid

Use Conga Composer and Conga Orchestrate Lightning Components in Conga Grid's Reading Pane.

Tip:

Important

Before You Begin: Enable the Lightning Component Feature in Conga Grid Setup. For specific instructions, see Setting Up Lightning Components and Lightning Web Components in Conga Grid.

Conga Composer Lightning Component

Note:

You must have preconfigured Composer Solutions and Solution Collections to use this Lightning Component in Conga Grid.

Use the Composer Lightning Component (Conga Composer > Composer Lightning Component) in Conga Grid to merge documents and send emails for multiple records at once without leaving the grid.

Enable the Composer Lightning Component.
1. Navigate to the Conga Grid Setup tab.
2. Select Global Defaults or a specific object to enable the Composer Lightning Component on.
3. Locate the APXTConga4__ComposerMerge Lightning Component and click the radio button next to it.
4. Change the Component Enabled toggle from Disabled to Enabled.
Enable the Edit as JSON feature.
1. Change the Edit as JSON toggle from Disabled to Enabled.
2. Copy and paste the JSON code below into the Component's Attributes in JSON box.
  {
```
    "selectedCollectionId" : "[insert Solution Collection Id here]"
```
  }
  
  Tip:
  Important
  
  The Solution Collection (Conga Composer > Conga Solution Collections)record (referenced in the JSON code) must be configured for the same object as Conga Grid. For example, a Solution Collection configured for the standard Contract object cannot be used on an Account grid.
  - To locate a Solution Collection Id:
    1. Navigate to Conga Grid Explorer.
    2. Search for Conga Collection and select Conga Collection.
    3. Click View next to a Solution Collection record.
    4. Locate the record Id in the Salesforce URL and copy it.
3. Remove the brackets and text in between the brackets and replace it with a specific Solution Collection Record Id.
  - Example:
    {
    "selectedCollectionId" : "a5K5w00000091K1EAI"
    }
4. (Optional) Change the Preview toggle from Disabled to Enable to preview the Composer Lightning Component.
5. Click Save.
Add the Composer Lightning Component to a Conga Grid View.
1. Navigate to a specific Conga Grid and select a View.
2. Click the Select Reading Pane Options to display the Reading Pane
3. Click the expandable arrow to access Reading Pane Configuration options.
4. Expand the Reading Pane menu and select Lightning Component Tab to add the Lightning Component tab to the Reading Pane.
5. Drag and drop the APXTCONGA4__ComposerMerge: LC Lightning Component from the Available Components section to the Lightning Components Dashboard section.
6. (Optional) Choose a View Orientation to determine how the Component displays in the Reading Pane.
7. In the Conga Grid View, click Save, or one of the options in the Save dropdown menu, to save the View.
- Example of Composer Lightning Component in Conga Grid

Conga Orchestrate Checklist Lightning Web Component

Note: You must have preconfigured Checklist Steps in your Process Definition to use this Lightning Web Component in Conga Grid.

Use the Conga Orchestrate Checklist Lightning Web Component (Conga Orchestrate > Process Configuration > Process Steps > Managing the Status of a Step With a Checklist) in Conga Grid to manage the status of processes for multiple records all on the same page.

Enable the Orchestrate Checklist Lightning Web Component.
1. Navigate to the Conga Grid Setup tab.
2. Select Global Defaults or a specific object to enable the Composer Lightning Component on.
3. Locate the FSTR__checklistsComponent Lightning Component and click the radio button next to it.
4. Change the Component Enabled toggle from Disabled to Enabled.
5. Click Save.
Add the Orchestrate Checklist Lightning Web Component to a Conga Grid View.
1. Navigate to a specific Conga Grid and select a View.
2. Click the Select Reading Pane Options to display the Reading Pane.
3. Click the expandable arrow to access Reading Pane Configuration options.
4. Expand the Reading Pane menu and select Lightning Component Tab to add the Lightning Component tab to the Reading Pane.
5. Drag and drop the FSTR__checklistsComponent: LWC Lightning Web Component from the Available Components section to the Lightning Components Dashboard section.
6. (Optional) Choose a View Orientation to determine how the Component displays in the Reading Pane.
7. In the Conga Grid View, click Save, or one of the options in the Save dropdown menu, to save the View.
- Example of Orchestrate Checklist Lightning Web Component in Conga Grid:

Conga Orchestrate Approvals Lightning Component

Note:

You must have preconfigured Approvals Steps in your Process Definition to use this Lightning Component in Conga Grid.

Use the Conga Orchestrate Approvals Lightning Component (Conga Orchestrate > Installation and Setup > Advanced Setup > Use a Lighting Component to Manage Approvals for a Process Object) in Conga Grid to manage multiple Process Object records' Approvals all on the same page.

Note:

The FSTR__ApprovalList Lightning Component is only available for use on Process Objects. Use the FSTR__ApprovalItem Lightning Component to use the Approvals Lightning Component on Step Objects.

Enable the Orchestrate Approvals Web Component.
1. Navigate to the Conga Grid Setup tab.
2. Select Global Defaults or a specific object to enable the Composer Lightning Component on.
3. Locate the FSTR__ApprovalList Lightning Component and click the radio button next to it.
4. Change the Component Enabled toggle from Disabled to Enabled.
5. Click Save.
Add the Orchestrate Approvals Lightning Component to a Conga Grid View.
1. Navigate to a specific Conga Grid and select a View.
2. Click the Select Reading Pane Options to display the Reading Pane.
3. Click the expandable arrow to access Reading Pane Configuration options.
4. Expand the Reading Pane menu and select Lightning Component Tab to add the Lightning Component tab to the Reading Pane.
5. Drag and drop the FSTR__ApprovalList: LC Lightning Component from the Available Components section to the Lightning Components Dashboard section.
6. (Optional) Choose a View Orientation to determine how the Component displays in the Reading Pane.
7. In the Conga Grid View, click Save, or one of the options in the Save dropdown menu, to save the View.
- Example of Conga Orchestrate Approvals Lightning Component in Conga Grid:

Conga Product Documentation

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Using Composer and Orchestrate Lightning Components in Conga Grid

Conga Composer Lightning Component

Conga Orchestrate Checklist Lightning Web Component

Conga Orchestrate Approvals Lightning Component

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