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Conga Product Documentation

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Conga Grid Basics

Add Formula Fields

The following steps illustrate an example of experimenting with a new pricing model. This example creates a new field called 5% price increase that adds five percent to the Amount field of an Opportunity object.

  1. In Conga Grid℠ Explorer, select an object from the list. For this example, click Opportunity.
  2. Click the drop-down arrow next to Configure and click Formulas.
  3. In the Saved Formulas window, click New.
  4. Enter a Formula Label, which is the name of the new field header.
  5. Click Format As and select an option:
    • No Formatting
    • Currency
    • Date
    • DateTime
    • Decimal
    • Number
    • Time
  6. Click Functions and select a mathematical function or logical operator to apply. The 5% price increase example uses Number.
  7. Multiply. (See Formula Functions for definitions of each option.) Click the ellipses to enter or select a value.
  8. Click Fields and select a field on which to apply the formula function.
  9. Click the ellipses area and enter a value.
  10. Click Apply. The new field appears at the end of the grid. You can drag the formula field next to the original field for comparison.
User Guide
Salesforce
Grid

August 6, 2025