Conga Composer Solutions - Single Record
Conga Grid detects any current Conga button code that is currently configured in your system. That is, Conga Grid will automatically detect if you have a list view or detail view button set to run a Composer template. Follow these steps to enable this action:
- Click Conga Grid Setup.
- In the object list, select the object for which the Conga solution is set up.
- Click the object Features tab.
- Click Conga Action. The Conga Action screen appears.
- Enter a Conga Action Label. This will be the name of the action in the Conga Grid menu.
- From the Type of Conga Action drop-down list, click Conga Composer.
- Click the Select Button/Formula Field drop-down list and select the button name that will launch the Conga solution from the Conga Grid menu.
- Click OK.
- Set the desired feature security.
- Click Conga Grid Explorer.
- In the object list, select the object for which the Conga solution is set up.
- Select a single row.
- Right-click and select Conga > action. This will invoke Conga Composer.
