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 inserting fields in a template as a section, see Inserting Fields in a Template as a Section.

You can insert fields as a section in your template and the inserted section will be added as a repeat section. This inserts each specified field on a new line when you select multiple fields (in the selected order). 

To insert fields in a template as a section

  1. Open a template in X-Author for Contracts for Conga CLM (Contracts for Salesforce). 
  2. In the Templates pane, go to Work tab and click Fields. 
  3. Place the cursor in the section of the template text where you want to insert a section and click Insert Field. This open the Insert Fields dialog box.
  4. Select an Object (i.e., "Agreement") from the left column. To search a field related to the selected object in the right column, enter a keyword and click the Search icon ( ) or press enter.

  5. Select the required fields. To select multiple fields, hold Ctrl (keyboard key) and select the fields. 

    Fields are inserted one below the other based on the order you select. Do not move your cursor when the fields are being inserted.

  6. Select the Insert as a Section radio button.

  7. Click Insert. A repeat section is inserted into your template with each field displayed one below the other.

  8. To search inserted fields:

    1. Navigate to the Fields tab. This displays the Repeat Section (object name) and the fields in the repeat section.

    2. Enter the field name in the search field and click the search icon().

  9. To make an inserted field smart field or read-only:

    1. Click the Settings icon () adjacent to the selected field name to open the Settings page.

    2. In the Filed Settings pane, toggle the Smart Field or Read-Only Field switch based on your requirement and click Save.

A repeat section is inserted into your template with each field displayed one below the other.

To make an inserted field read-only

  1. Open a template in X-Author for Contracts for Conga CLM (Contracts for Salesforce). 
  2. In the Templates pane, go to Work tab and click Fields. This displays the Repeat Section (object name) and the fields in the repeat section.

  3. Enter the field name in the Search Field and click the search icon ().

  4. Click the Settings icon () next to the selected field name to open the Field Settings page.
  5. Toggle the Readnly switch to on.
  6. Click Save.

To make a repeat section conditional in a template

  1. Open a template in X-Author for Contracts for Conga CLM (Contracts for Salesforce). 
  2. In the Templates pane, go to Work tab and click Fields. This displays the Repeat Section (object name) and the fields in the repeat section.
  3. Click the Settings icon () next to the selected repeat section to open the Properties page.
  4. Click Add Condition. This opens the Make Conditional popup which has the expression builder.

  5. In the Make Conditional popup, you can create a conditional expression and also create a complex expression using logical operators between multiple rows of conditions. To create an expression you must enter values for the following three fields: 

    FieldDescription
    FieldSelect the field which you want to set as the criteria for the condition. You must select a field name. The fields are listed and grouped according to their hierarchy.
    OperatorSelect the logical operator from the drop-down. This forms the relationship between the Field and its Value.
    ValueEnter the value of the field name selected in the Field.
  6. Click Add row to create more conditions. You can add up to 9 rows of condition expressions.
  7. Click Add filter logic to add a logical relation between multiple rows of condition expressions. The supported filter logic operators are AND and OR. You can use parentheses for setting the precedence. For example, if you have 5 rows you can create a filter logic like, (((1 AND 3) OR (2 AND 4)) AND 5).  In the absence of a filter logic, the default relationship between the rows is the Boolean operator AND.
  8. Click Apply Logic to check whether your filter logic expression is correct. If your logic is incorrect, you will see a message in red.
  9. Click Add to save your table filters and click Ok to return to your document. Once the condition is successfully saved, a lightning icon () is displayed next to the particular repeat section. Click the lightning icon () to expand and view the conditions added to the particular repeat section. Click the lightning icon () again to collapse.

To edit or remove conditions from repeat section

  1. Open a template in X-Author for Contracts for Conga CLM (Contracts for Salesforce). 
  2. In the Templates pane, go to Work tab and click Fields.
  3. Click the Settings icon () next to the repeat section name.
  4. Click Delete icon () to remove the condition and click Remove.
  5. Click Edit icon () to edit the condition. 

To insert a table inside a repeat section

  1. Open a template in X-Author for Contracts for Conga CLM (Contracts for Salesforce). 
  2. In the Templates pane, go to Work tab and click Fields.
  3. Place the cursor in the repeat section where you want to insert a table and click Insert New Fields. This open the Insert Fields dialog box.
  4. Select an Object (i.e., "Agreement") from the left column.
  5. To search a field related to the selected object in the right column, enter a keyword and click the search icon () or press enter.

  6. Select the required fields. To select multiple fields, hold Ctrl (keyboard key) and select the fields. 

  7. Select the radio button Insert as a Table.

  8. Click Insert.

You can also make any or all of the rows and columns in a table conditional. For more information about making table columns and row conditional, refer to Making Table Columns and Rows Conditional.