Specify Merged Output Files

With CQG, you can specify how the merged output file will be delivered or where it will be stored after launching the button. However, Conga Trigger runs in the background in response to Salesforce workflow rules, so you must specify in advance how Conga Trigger will deliver the output files.

You do this by using a QMode parameter in the Conga Trigger formula field.

The parameter name remains constant (&QMode=) but its value changes depending on the desired delivery method (e.g. “Attachments” for storing a file in Notes & Attachments, “SendEmail” for emailing).

You can use only one QMode parameter per Conga Trigger solution.

Category: Automation-Background Mode Parameter

Parameter Name: QMode

Parameter Value: [value]

Parameter Description: QMode parameters are required when working with Conga Batch or Conga Trigger or solutions.

QMode Value	Description
&QMode=Attachments	Attaches the merged output files to the Master Object records. Do not use in conjunction with other parameters that attach the file (e.g. &SC0=1).
&QMode=Download	Downloads the merged output files to the internet browser. This parameter value is available only to Conga Batch. There is no download option available in Conga Trigger.
&QMode=SendEmail	Emails the output file. Requires: &TemplateId, unless using only a Conga Email Template (&CongaEmailTemplateId) and no document template &EmailTemplateId=[Salesforce email template ID] or &CongaEmailTemplateId=[Conga Email Template ID] &EmailToId=[Salesforce Contact ID] or &ContactId=[Salesforce Contact ID] If you cannot use the &EmailToId or &ContactId parameters to specify an email recipient by their Contact ID, you may instead specify &EmailAdditionalTo=[email address] and &EmailSubject=[subject text].
&QMode=Chatter	Posts the merged output file in the Salesforce Chatter feed. By default, Conga Trigger posts files to the Master Object record feed. To override this behavior and post a file to another record’s feed, a Chatter Group, or a specific User’s feed, use &AttachmentParentId.
&QMode=Content	Attaches the merged output files to the running user’s personal Workspace (Library) in Salesforce Content. Recommended: &ContentWorkspaceId=[Salesforce Content Workspace ID] to specify an alternate Content Workspace (Library).
&QMode=Documents	Attaches the merged output files to a folder on the Documents tab. Requires: &DocFolderId=[Salesforce Documents Folder ID]
&QMode=DocuSign	Sends the merged output files via DocuSign (one DocuSign Envelope per Master Object record). Requires: DocuSign parameters - there are many combinations of possible DocuSign parameters.
&QMode=EchoSign	Sends the merged output files via Adobe eSign (one Adobe eSign Agreement per Master Object record). Requires: Adobe eSign parameters &ESSVBA=1 Recommended: &ESAgreementTemplateId=[Adobe eSign Agreement Template ID]
&QMode=EchoSignCreate	Merges the output files and attaches each to an Adobe eSign Agreement but does not automatically send those Agreements. Requires: Adobe eSign parameters
&QMode=GoogleDrive	Saves the merged output files in Google Drive. Requires: Google Refresh Token on Conga Batch Setup tab. Recommended: &OFP to specify in which folder the merged output files will be saved remove &SC0=1 and &SC1=Google from the Conga Trigger formula field to prevent the storage of duplicate copies of the merged output file in Google Drive.
&QMode=GoogleDocs	Converts the merged output files to Google Documents, Spreadsheets, or Slides, which are saved in Google Drive. Requires: Google Refresh Token on Conga Trigger Setup tab. Recommended: &OFP to specify in which folder the merged output files will be saved.
&Qmode=SalesforceFile	Sends the merged output files to Salesforce Files for the Master ObjectThe &SC0=1 and SC1=SalesforceFile parameter is required in the URL for this QMode.
&QMode=Sertifi	Sends the merged output files via Sertifi. The browser page refreshes and lands on the Sertifi EContract. Requires: Sertifi parameters
&QMode=SpringCM	Saves the merged output files in a SpringCM folder, as defined by the SpringCM configuration rules.
&QMode=Box	Sends the output documents to Box.
&QMode=OneDrive	Sends the output documents to the user's OneDrive repository.
&QMode=CongaSign	Sends the output documents to Conga Sign.
&Qmode=Contracts	Sends the output documents for negotiation using Conga Contracts for Salesforce's Send for Negotiation email service.

QMode parameter values for Release 7

Value	Definition
1	Download the output file to your computer. (One of the following parameters should be used with QMode=1: LG3=1 OR LG4=1.) (default)
2	Attaches the merged output to the master object.LG4=1 is the only Activity Logging parameter needed when using QMode=2.
3	Emails the output file Required: &TemplateId &EmailTemplateId &EmailToId
4	Delivers the output via Adobe eSign. Requires: Adobe eSign parameters
5	Attaches the output file to a folder on the Documents tab. Requires: &DocFolderIdQMode=5 saves the output to the specified location only. You cannot attach the document to other locations such as Chatter or Notes and Attachments.
6	Attaches the output file to a workspace in Salesforce Content. Requires: &ContentWorkspaceIdQMode=6 saves the output to the specified location only. You cannot attach the document to other locations such as Chatter or Notes and Attachments.
7	Delivers the output via DocuSign. Required: DocuSign parameters.
94	Creates an Adobe eSign Agreement but does not automatically deliver it. Required: Adobe eSign parameters