You can integrate Conga Grid with Conga Orchestrate and CLM (Contracts for Salesforce) to configure clause step types within Grid by taking the following steps:

Prerequisites

  1. You must have Conga Orchestrate and CLM(Contracts for Salesforce) installed. For more information, see Conga Orchestrate Installation and Setup and Installing CLM (Contracts for Salesforce).
  2. In Setup>Remote Site Settings, add the following two remote sites if they do not exist already:

  3. In Setup>Visualforce Pages, create a new Visualforce page with the following code: 

    <apex:page standardController="APXT_Redlining__Clause__c">
<iframe src="https://cdn.conga-orchestrate.com/stepconfig/{!$User.Username}/{!APXT_Redlining__Clause__c.ID}/{!APXT_Redlining__Clause__c.Name}/APXT_Redlining__Clause__c" frameborder="0" style="position: absolute;" width="100%" height="100%"/>
</apex:page>
    CODE

    Conga suggests using "Clause React Page" for the label name, but you can enter any custom label name. 


Enable the Step Configuration tab in the Reading Pane

  1. From within Conga Grid, click the Conga Grid Explorer tab from the main navigation menu. 
    Search for "Clause" in the Quick Find search bar on the left to locate the clause object.
  2. Click + in the reading pane.
  3. Scroll down and expand Reading Pane.
  4. Expand Visualforce.
  5. Check the Clause React Page option. 

Configuring Clause Step Types

  1. From within Conga Grid, click the Conga Grid Explorer tab from the main navigation menu. 
  2. Search for "Clause" in the Quick Find search bar on the left to locate the clause object.
  3. Click the checkmark to the left of the clause name for the Clause React Page tab to open in the reading pane. 
  4. From the Step Configuration Page, select a Definition from the dropdown menu.
  5. Select a Step Name and Stage.
  6. Select Step or Stage for Child Of, and then select the associated Parent Step.
  7. Check or Uncheck Is Deletable to make the Step deletable by users.
  8. Select Sort Order and Clause Configuration. 
  9. Click +Add Criteria to add step creation conditions. 

  10. Click Save at the top of the pane.

    There is an Inactive toggle at the top of the Step Configuration pane to enable or disable this step.