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Conga Product Documentation

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Custom Actions

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Adding Inline Custom Action Buttons to a Conga Grid View

You can customize a Conga Grid view to display selected inline custom action buttons instead of every custom action being grouped under the Actions tab.
  1. Create a custom button with Create a custom buttons with isToolbarAvailable set to True. See Create Custom Actions for more information.
  2. Under Conga Grid Setup > Global Defaults, enable the Custom Buttons (Inline Layout) setting.
  3. Go to Settings > Fields > Toolbar to add the custom button you created to a grid.
Your custom action button now displays inline on your Conga Grid view.
User Guide
Salesforce
Grid

August 6, 2025