Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Page Sections

Managing Rich Media

Once a Configurable Bundle has been created, you can enhance it by adding multimedia. The goal of the Rich Media step is to:

  • Visually enrich the appearance of your Configurable Bundle (with images and/or video for instance)
  • Attach additional information that can be useful for the customer (such as textual explanations and technical or sales-related documentation)

The “Rich Media” step allows creating Rich Media Objects and associating them with Configurable Bundles, Selection Groups and Selections.

Definition:

A Rich Media Object is a complex object which can store:

  • Multiple image compositions (an image composition is created in the Rich Media Gallery).
  • A textual description (which can contain basic HTML code).
  • Multiple files (which have been previously uploaded in the Rich Media Gallery).
  • A plugin.
  • A report.

Moreover, Rich Media Objects can be specialized using user types. In the process Administer Workspace, you can declare an object parameter for the Rich Media Object class. This creates what we typically call a “user type”, i.e. a specific category that can “tag” the content inside one rich media object.

The Rich Media Object can be represented as follows:



This step allows associating Rich Media Objects with the Configurable Bundle.

information: This step does not allow creating or adding new rich media but only referencing the media already contained and managed in the workspace.

Reference: In order to create new rich media elements, please refer to Managing the RMO Gallery.

Reference: In order to create new user types allowing to categorize the content of rich media objects, please refer to Define Object Classifications.

How to add rich media

You can add different types of rich media elements to Configurable Bundles. In order to add an image, proceed as follows:

How to:

  • [Via the “Explore structure” explorer]
    1. Select the element to which you want to add rich media objects. In order to add rich media to:
    2. A Configurable Bundle, select its name or description.
    3. A Selection Group, select its name or description.
    4. A Selection, select its name or description.
    5. A table appears showing all available rich media entries for the chosen element.
  • [Using the “Rich Media” step]
    • Select the specific user type you would like to work on, by clicking on the corresponding view. The default entry is indicated by the “default” view.
  • [Using the “Explore rich media” explorer]
    1. Expand the Images folder.
    2. Navigate through all sub-folders.
    3. Click on a sub-folder to view its content.
  • [Using the “Explore rich media” explorer]
    • Once you have found the image of interest, drag & drop it to the Image cell in the rich media table for the corresponding Configurable Bundle, Selection Group or Selection.
  • [Using the “Rich Media Table”]
    • If necessary, you can add an URL to the image. In order to do that:
      1. Click on the image
      2. In the popup, enter the URL and click on OK.
  • [In the menu toolbar]
    • Click on Save.

In order to add text, proceed as follows:

How to:

  • [Via the “Explore structure” explorer]
    1. Select the element to which you want to add rich media objects. In order to add rich media to:
    2. A Configurable Bundle, select its name or description.
    3. A Selection Group, select its name or description.
    4. A Selection, select its name or description.
    5. A table appears showing all available rich media entries for the chosen element.
  • [Using the “Rich Media Table”]
    • Click on the “text” cell associated to the element of interest.
  • [Using the “Rich Media Table”]
    1. Enter the text.
    2. Optionally, enter an URL.
    3. Click on OK.
  • [In the menu toolbar]
    • Click on Save.

In order to add a file, proceed as follows:

How to:

  • [Via the “Explore structure” explorer]
    1. Select the element to which you want to add rich media objects. In order to add rich media to:
    2. A Configurable Bundle, select its name or description.
    3. A Selection Group, select its name or description.
    4. A Selection, select its name or description.
    5. A table appears showing all available rich media entries for the chosen element.
  • [Using the “Rich Media” step]
    • Select the specific user type you would like to work on, by clicking on the corresponding view. The default entry is indicated by the “default” view.
  • [Using the “Explore rich media” explorer]
    1. Expand the Files folder.
    2. Navigate through all sub-folders.
    3. Click on a sub-folder to view its content.
  • [Using the “Explore rich media” explorer]
    • Once you have found the file of interest, drag & drop it to the Files cell in the rich media table for the corresponding Configurable Bundle, Selection Group, or Selection.
  • [Using the “Rich Media Table”]
    • If necessary, you can add a title to the file. In order to do that:
      1. Click on the file.
      2. In the popup, enter the title and click on OK.
  • [In the menu toolbar]
    • Click on Save.

In order to add a plugin, proceed as follows:

How to:

  • [Via the “Explore structure” explorer]
    1. Select the element to which you want to add rich media objects. In order to add rich media to:
    2. A Configurable Bundle, select its name or description.
    3. A Selection Group, select its name or description.
    4. A Selection, select its name or description.
    5. A table appears showing all available rich media entries for the chosen element.
  • [Using the “Rich Media” step]
    • Select the specific user type you would like to work on, by clicking on the corresponding view. The default entry is indicated by the “default” view.
  • [Using the “Explore rich media” explorer]
    1. Expand the Plugin folder.
    2. Navigate through all sub-folders.
    3. Click on a sub-folder to view its content.
  • [Using the “Explore rich media” explorer]
    • Once you have found the plugin of interest, drag & drop it to the Plugin cell in the rich media table for the corresponding Configurable Bundle, Selection Group or Selection.
  • [Using the “Rich Media Table”]
    • In order to add parameters to the plugin (necessary to embed it in an HTML structure):
      1. Click on the plugin
      2. In the popup, enter the parameters and click on OK.
  • [In the menu toolbar]
    • Click on Save.

How to remove rich media elements

In order to remove a unique element (image, file or text), proceed as follows:

How to:

  • [Via the “Explore structure” explorer]
    • Select the element from which you want to remove rich media objects. In order to remove rich media from:
    • A Configurable Bundle, select its name or description.
    • A Selection Group, select its name or description.
    • A Selection, select its name or description.
    • A table appears showing all available rich media entries for the chosen element.
  • [Using the “Rich Media Table”]
  • Click on the “image”, “file”, “text”, “plugin” or “report” you would like to remove. In the popup:
    1. Tick the clear cell checkbox.
    2. Click on OK.
  • [In the menu toolbar]
    • Click on Save.

How to export/import rich media

Once you have created your rich media gallery, it is very easy to reuse the same elements and associate them through a spreadsheet program.

In order to export the rich media for a Configurable Bundle, proceed as follows:

How to:

  • [Via the menu toolbar]
    • Click on Export
  • [In the “popup”]
    1. Choose a CSV delimiter. Default value = “;”.
    2. Choose a list delimiter. Default value = “~”.
    3. Indicate the decimal separator to be used in the export file.
    4. Indicate the encoding to be used by the export file.
    5. Click on OK.
    6. The export process starts. The browser allows you to open or save the CSV file to a certain location.

In order to import rich media again, proceed as follows:

How to:

  • [Via the menu toolbar]
    • Click on Import.
  • [In the “popup”]
    1. Set the CSV delimiter used in the import file. Default value = “;”.
    2. Set the list delimiter used in the import file. Default value = “~”.
    3. Set the decimal separator used in the import file.
    4. Set the import file encoding format.
    5. Choose the CSV file to be imported.
    6. Click on OK.
    7. The import process starts. This is an asynchronous process and you can continue to

      model. The Designer informs you automatically when the process is completed.

  • [Via the menu toolbar]
    • Click on Save.
      Tip: The import file should have the following heading:

      Workspace Name;User Type Name;User Type Type;User Type Class;Object Name;Object Type;Parent Object Name;Parent Object Type;Image Path;Image Filename;Image Content URL;Text Content;Text Content URL;File Path;File Filename;File Title;Plugin Path;Plugin Filename;Plugin Parameters

      The CSV Export of RMO is limited to 500 lines