Conga Product Documentation

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Controlling the Structure

The structure that has been elaborated using the “Structure / Build” is a fixed structure, meaning that every form property and every form is always present (once) and always required.

The “Structure / Controls” step is used to dynamically control aspects of this structure, in order to specialize it for certain circumstances.

Control Forms

The Controls step will allow you to setup the above-mentioned attributes.

FIELD REQUIRED DESCRIPTION
Exists Yes Determines whether the form always exists or only in some circumstances. The existence can be given by a fixed value, or by a BRC Column-based.
Visible Yes Determines whether the form is visible or only in some circumstances. The visibility can be given by a fixed value, or by a BRC Columnbased.
Required Yes Determines whether the form is required, not required, or only in some circumstances.
Updatable Yes Determines if the form is always updatable or only in some circumstances. Can be given by a fixed value, or by a BRC Columnbased.
Nested Yes Determines if the form is nested. A nested form or Guided Selling Process is considered as being “looped”, and can be presented multiple times.
Min instances No Determines the minimum number of occurrences that will be necessary for a nested. Can be given by a fixed value, or by a BRC Column-based.
Max instances No Determines the maximum number of occurrences that can be created for a nested form. Can be given by a fixed value, or by a BRC Column-based.

Control Form Property nodes

Controlling the form property again enables you to control the 3 parts of the answer given by the user: the value, the quantity and the comment.

Controlling the value

FIELD REQUIRED DESCRIPTION
Exists Yes Determines whether the form property always exists or only in some circumstances. Can be given by a fixed value, or by a BRC Column.
Visible Yes Determines whether the form property is visible or only in some circumstances. Can be given by a fixed value, or by a BRC Column.
Required Yes Determines whether the form property is required, not required, or only in some circumstances.
Updatable Yes Determines if the form property is always updatable or only in some circumstances. Can be given by a fixed value, or by a BRC Column.
Computed Yes Determines if the form property is computed or not, or in only in some circumstances. Can be given by a fixed value, or by a BRC Column.
Immediate propagation Yes In the event that the form property is used as an optional alias in a macro, the flag “immediate propagation” determines whether the macro can be triggered without the form property being answered (immediate propagation: true) or not (immediate propagation: false). Can be given by a fixed value only. If the flag “immediate propagation” is set to true, the “autoset” function (which will automatically attribute the last remaining value in a domain) will be deactivated. Moreover, if the flag “immediate propagation” is set to true, the form property cannot be calculated.

Controlling the quantity

FIELD REQUIRED DESCRIPTION
Exists Yes Determines if a quantity must be associated with the form property or not, or only in certain circumstances (BRC Column).
Visible [If Exists = yes] Determines if the quantity is visible or not, or only in certain circumstances.
Required [If Exists = yes] Determines if the quantity is required or not, or only in certain circumstances.
Updatable [If Exists = yes] Determines if the quantity is updatable or not, or only in certain circumstances.
Computed [If Exists = yes] Determines if the quantity is computed or not, or only in certain circumstances.
Immediate propagation Yes In the event that the quantity is used as an optional alias in a macro, the flag “immediate propagation” determines whether the macro can be triggered without the quantity being answered (immediate propagation: true) or not (immediate propagation: false). Can be given by a fixed value only. If the flag “immediate propagation” is set to true, the “autoset” function (which will automatically attribute the last remaining value in a domain) will be deactivated. Moreover, if the flag “immediate propagation” is set to true, the quantity cannot be calculated.
Note: that by default the quantity does not exist.

Controlling the comment

FIELD REQUIRED DESCRIPTION
Exists Yes Determines if a comment must be associated with the form property or not, or only in certain circumstances (BRC Column).
Visible [If Exists = yes] Determines if the comment is visible or not, or only in certain circumstances.
Required [If Exists = yes] Determines if the comment is required or not, or only in certain circumstances.
Updatable [If Exists = yes] Determines if the comment is updatable or not, or only in certain circumstances.
Computed [If Exists = yes] Determines if the comment is computed or not, or only in certain circumstances.
Immediate propagation Yes In the event that the comment is used as an optional alias in a macro, the flag “immediate propagation” determines whether the macro can be triggered without the comment being answered (immediate propagation: true) or not (immediate propagation: false). Can be given by a fixed value only. If the flag “immediate propagation” is set to true, the “autoset” function (which will automatically attribute the last remaining value in a domain) will be deactivated. Moreover, if the flag “immediate propagation” is set to true, the comment cannot be calculated.
Note: that by default the comment does not exist.

Controlling list-based form properties

The following attributes are only available for list-based form properties, which accept multiple answers.

FIELD REQUIRED DESCRIPTION
Min nbr of choices No The minimum number of choices to be made in a multiple-choice list. This attribute can be given by a fixed value, or by a BRC Column.
Max nbr of choices No The maximum number of choices to be made in a multiple-choice list. This attribute can be given by a fixed value, or by a BRC Column.