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 defining template locale, see Defining Template Locale.
Template localization is a feature that allows Template Administrators to define the locale of their templates. Locales can be system defaults or user-defined locales. You can define locale settings at the agreement template and field level. Following are some of the important points about how localization works:
At the template level:
You can specify the Locale and choose the Currency Format, Date Format, and configure Number and Currency Precision for the whole template when you create a template.
You can also change the locale of a template at check-in.
At the template field level:
You can use the Fields tab to define locale for Number, Currency, Date, and Precision fields.
- You can also use the Fields tab to define Currency Format, Date Format, Currency Precision, and Number Precision for fields.
- Field-level locale formatting takes precedence over template-level locale formatting.
- For a field, if locale formatting is not defined at field-level, the template formatting is applied.
- If an agreement template has no locale defined, the default locale—English (US) is applied.
To learn how to change field level locale, refer to Changing Field Level Locale.
English (US), English (UK), English (Canada), English (Ireland), Italian, German, Chinese, Japanese, Korean, Thai, Norwegian, Swedish, Russian, Portuguese, Polish, Greek (Greece), and Spanish are the standard locales that are available in Conga CLM (Contracts for Salesforce). You can configure custom locales in Conga CLM (Contracts for Salesforce).
If a locale is deleted in Conga CLM (Contracts for Salesforce) that is being used in a template at the template level and you check out and check in the template, the deleted locale is replaced with the first value of the Locale dropdown. If a locale is deleted in Conga CLM (Contracts for Salesforce) that is being used in a template at the field level and you navigate to the Fields tab and view the field details, the Locale field is set to blank. If all the locales are deleted in Conga CLM (Contracts for Salesforce) and you click Create, a warning message is displayed and you need to add required locales.
Alsatian (Switzerland), Romansh (Switzerland), French (Switzerland), Walser (Switzerland), English (Republic of the Philippines), Filipino (Philippines) locales are not supported. German Mark and Swiss Franc currencies are not supported.
Locale Settings for Templates
You can define locale settings while: