Use Conga Grid Setup to create a tabbed interface with any Conga Grid℠ underneath each tab. These are configured as Visualforce pages. You can embed tabs on a page layout to replace related lists. Or you can create a top-level tab. A Multi-Tabular Conga Grid can contain multiple views of the same object or multiple objects.
To create a tabbed interface with any Conga Grid underneath each tab:
- Click Conga Grid Setup.
- Select an object from the object list for which you want to make a Multi-Tabular Conga Grid.
- Click the Tabs & Related Lists tab.
- Click Multi-Tabular Conga Grid. The New Conga Grid MultiTab Page screen appears.
- Enter a Label. The Name field automatically populates.
- (Optional): Enter a Description for the tab and click OK.
- From the Select Object drop-down list, choose an object for the first tab.
- From the Default View drop-down list, select an existing Conga Grid view for the selected object. Leave it blank for no view or select Create new view for this Page to automatically create a view that can be redefined when you load the tab. You can also hard-code a view to be the default view. See Hard-Code a Default View using a View ID.
- Select the check boxes of features you want to enable in the Multi-Tabular Conga Grid page layout.
- Click Add Another Tab to display another New Conga Grid MultiTab Page screen. Repeat Steps 7 through 9 for each tab that you are creating. Click Save and Finish.
- In the success screen, click Tabs. The Custom Tabs page appears. Under Visualforce Tabs, click New.
- In the New Visualforce Tab section, find your Visualforce page and enter a Tab Label. It will populate the Tab Name automatically.
- Select a Tab Style to use for your object.
- Leave the default option of None for Splash Page Custom Link.
- (Optional): Enter a Description for the tab. Click Next.
- Select the Profile and Visibility options for this tab.
- Select which Apps in the Salesforce® App Menu should include the tab.
- Click Save. The new tab appears in the Salesforce Tab menu.
- Create a permission set so that end users can access the Multi-Tabular Conga Grid. See Create a Permission Set for instructions.
When referencing custom objects, ensure that on the object setting page in Salesforce, "Allow in Search" is checked.