Setting Segment in Templates
This topic contains instructions for Conga CLM (Contracts for Salesforce) users. If you are a Conga CLM user and you are looking for information regarding setting segments in a template, see Setting Segments in Templates.
Set Segment feature allows you to set conditions and style for the highlighted text in your agreement template. The condition for the segment's visibility can be set from the expression builder. The segment can consist of the highlighted text, a clause, a group of text across clauses, or text with fields. Use this feature to create a template that can show or hide different segments of text in the generated agreement based on the conditions set by you. The expression builder is fully integrated with the objects and fields in your Salesforce org.
To make a Segment Conditional in a template
A lightning icon () is displayed
next to the newly added segment. Click the Lightning icon (
) to view the conditions added to the particular segment.
Selecting the segment name from the list highlights that segment in the template document.
To view or edit a segment condition
To delete a conditional Segment in a template
Your segment is successfully deleted and the content control boundary of your segment is removed.
To set a style for a segment in a template
The segment is added as Segment Regular to the segments list in the Set Segment pane. Selecting the segment name from the list highlights that segment in the template document.
To view or edit a segment style
To delete a style for a segment in a template
Your segment is successfully deleted and the content control boundary of your segment is removed.