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

  1. Open Microsoft Word and log in to X-Author for Contracts for Conga CLM (Contracts for Salesforce). 
  2. In the Templates pane, go to Work tab, click the More icon () and select Segment.
  3. Highlight a block of text in your template and click New Segment. This opens the Segment Condition window which has the expression builder.

  4. In the Segment Condition window, 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 the values of the following three fields: 

    FieldDescription
    FieldSelect the field which you want to set as the criteria for the condition. The Field drop-down shows the Contract Agreement object and its fields from your Salesforce org. You must select a field name. The fields are listed and grouped according to their hierarchy.
    OperatorYou must select 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.

  5. Click Add row to create additional expressions for the same column. You can create up to a maximum of 9 filters for a single column.

  6. Enter Custom Logic to add a logical relation between multiple rows. 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.
  7. Click Test to check whether your filter logic expression is correct. If your logic is incorrect, you will see a message in red.
  8. Click Save to save your table filters and return to your document. 

You will see the success message and your segment will be added as Segment Conditional to the segments list in the Set Segment pane. 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

  1. Open Microsoft Word and log in to X-Author for Contracts for Conga CLM (Contracts for Salesforce). 
  2. In the Templates pane, go to Work tab, click the More icon () and select Segment.
  3. Select the Segment Conditional from the segments list in the Segments pane.
  4. Click the Settings icon () icon next to the segment name. This opens the Segment Settings page. where the Segment Type is set to Conditional for that segment.
  5. To edit the conditional, click the Edit icon () icon next to Condition. 
    At the time of agreement generation, if your conditional's value evaluates to true, the associated segment is shown in the agreement document.

To delete a conditional Segment in a template

  1. Open Microsoft Word and log in to X-Author for Contracts for Conga CLM (Contracts for Salesforce). 
  2. In the Templates pane, go to Work tab, click the More icon () and select Segment.
  3. Select the segment from the segment list. The selected segment is highlighted in the template.
  4. Click the Settings icon ()  next to the segment name to open the Segment Settings page.
  5. Click Delete Segment. You will see a confirmation message. Click Delete again.

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

  1. Open Microsoft Word and log in to X-Author for Contracts for Conga CLM (Contracts for Salesforce). 
  2. In the Templates pane, go to Work tab, click the More icon () and select Segment.
  3. Highlight a block of text in your template and click Set Style. This opens the Select Styles window that lists custom styles.
  4. Select a custom style or select the Show template styles checkbox and select a style.
  5. Click Save.

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

  1. Open Microsoft Word and log in to X-Author for Contracts for Conga CLM (Contracts for Salesforce). 
  2. In the Templates pane, go to Work tab, click the More icon () and select Segment.
  3. Select Segment Regular from the segments list in the Segments pane and click the Settings icon() next to the segment name.
    This opens the Segment Regular page with the segment style set for that segment. 
  4. To edit the style, click the Edit icon () next to Style. 
  5. To add a segment condition, click Add Condition. This opens the Segment Condition window which has the expression builder. For more information, see To make a Segment Conditional in a template. After adding a condition to the segment, a Lighting icon () is added. 
  6. Segment Regular style segment changes to Segment Conditional after you add a condition. When you generate a document using a template with style segments, you can view different styles applied in the generated document.

To delete a style for a segment in a template

  1. Open Microsoft Word and log in to X-Author for Contracts for Conga CLM (Contracts for Salesforce). 
  2. In the Templates pane, go to Work tab, click the More icon () and select Segment.
  3. Select the segment from the segment list. The selected segment is highlighted in the template.
  4. Click the Settings icon () next to Segment Regular.
  5. Click Delete Segment. You will see a confirmation message. Click Delete again.

Your segment is successfully deleted and the content control boundary of your segment is removed.