Conga Product Documentation

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Action Flow Required Inputs and Outputs

Action

Input

Output

Check-in

It always requires input because the Excel workbook is saved to an individual record. Although the individual object is already identified when you create the action itself, it is possible you could have used that object in different ways in various action flows. Therefore, the Action Flow requires specific output from a prior action as input to this one.

Never

Check-out

It always requires input because the Excel file is opened from an individual record. Although the individual object is already identified when you create the action itself, it is possible you could have used that object in different ways in various action flows. Therefore, the Action Flow needs to have the specific output from a prior action as input to this one.

Never

Clear Fields

Never. Clear Fields is tied to a specific Save Map.

Never

Display

It always requires input. An output from a prior Action must represent any object on a Display Map.

Macro

Never.

Never

Query

Only if INPUT has been used in the query action filter.

Always

Dataset

It always requires input. Datasets take the outputs of query action as inputs. Output can be saved as a single dataset.

Always

Salesforce Method

Optional.

Optional

Save

Never.

Never

Search and Select

Input is required only if INPUT has been used in the Search and Select action filter.

Always