Conga Product Documentation

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Collaboration Portal Data Sources

The Data tab in the ProsTemplate design settings allows you to configure which Quote Model for Performance Quoting to retrieve quote data and business rule. You only select one quote model, view and component for runtime usage for the collaboration portal which will be used to display the columns and/or fields in the Quote Product View and the Quote Details summary widget.



To select which Quote Model and corresponding columns and/or fields should be retrieved from the Views and Components defined in that quote model follow the steps below:

  1. Click on ProsTemplate1 component in the Design pane
  2. Click on the Data tab on the right

  3. Click the drop-down menus to choose which Quote Model, View, and Component should be

    used to get the column mappings from the Quote Model data source.

  4. Once you have selected the above quote model data source settings, choose the Fallback Locale to be displayed to users when using the Collaboration Portal if the language or locale cannot be detected at runtime by the browser and microsite.
  5. Click on the Session variables → Configure button to configure which CRM context and CRM_GROUP is used for the Session states.

For more information on what fields and the Session Variables that are mapped or passed into the Collaboration Portal, refer to the Data Flows - From CRM help topic.