Conga Product Documentation

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Using X-Author to Insert Line Item Merge Fields (Pre-FX2)

You can also insert merge fields for line item object that have a master/detail or lookup relationship with the agreement by selecting the line item relationship object, such as agreement clause. When you do this, the Insert fields in table option automatically becomes available since Author knows that this object has a master/detail relationship with the agreement.



To insert the fields in a table, select the fields you want in the Insert Merge Fields dialog and click Insert. For the selection above the following table gets inserted:

Action

Active

Agreement

Category

{ MERGEFIELD Apttus__Agreement_Clause_start }{ MERGEFIELD agreement_clause_action \* MERGEFORMAT }

{ MERGEFIELD agreement_clause_active \* MERGEFORMAT }

{ MERGEFIELD agreement_clause_agreement \* MERGEFORMAT }

{ MERGEFIELD agreement_clause_category \* MERGEFORMAT }{ MERGEFIELD Apttus__Agreement_Clause_end }

Insertion of the merge fields in a table can also be maintained manually by the template designer, but it is preferable to do this using Apttus Author. After the merge fields are resolved by the Apttus Merge Server when you generate the agreement from within Salesforce, the final table might look as follows:

Action

Active

Agreement

Category

Modified

true

Agreement Test1

Confidentiality

Inserted

true

Agreement Test2

Definitions

Note:

Line item conditions inside tables are not supported.