Follow these steps to create a Multi-Tabular page layout of related lists for a given object.

The page layout is configured as a Visualforce page.

  1. Click Conga Grid Setup.
  2. Select the object whose page layout will have the related tabs.
  3. Click Multi-Tabular (Automatic). The New Conga Grid MultiTab Page screen appears.
  4. Enter a Label. The Name field will automatically populate based on the Label.
  5. (Optional). Enter a Description.
  6. (Optional). Select the Add Page to Layout check box to automatically add the resulting Visualforce page to a pre-determined location in the selected page layout. This option is disabled by default.
  7. (Optional). Select the Add Page to AG Users Permission Set check box if you want to add the resulting Visualforce page to the Conga Grid Users permission set.
  8. Click OK. When processing is complete, a Visualforce Page Created screen appears.
  9. Choose the option:
    • To view the resulting Visualforce page in Salesforce Setup, click View VF Page.
    • To manually configure the location of the resulting Visualforce page in the page layout, click Page Layout and follow the steps in Configure the Page Layout below. You only need to do this if you did not select the Add Page to Layout check box.
    • Dismiss the dialog.

Here is an example of a Multi-Tabular page layout of related lists for a selected Account record:

Manually Configure the Page Layout

This section only applies if you did not select the Add Page to Layout check box in the New Conga Grid Related Lists MultiTab screen. Follow these steps to add the Multi-Tabular Conga Grid related list to a custom location within the selected page layout.

  1. In the object Page Layout screen, click the Edit link next to the name of the new page layout.
  2. In the object Layout section, click Visualforce Pages.
  3. Drag the name of the Visualforce page to the desired location within the page layout.

  4. Click Save.