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Conga Support

Create an Add Inline Option

Follow these steps:

  1. Click ActionGrid Setup.
  2. Select an object from the object list.
  3. Click the object Features tab.
  4. Scroll to the features Add Record (Inline) and Add Record (New Window).

If both options are enabled, the New object button will open a new window by default. It will have a drop-down menu that lets you select between the Add Inline option and the normal page layout in a new window.

If you have an embedded or preview-type ActionGrid℠ and both features are enabled, the default behavior is Add in Place.

If Add Record (Inline) is enabled and Add Record (New Window) is disabled, the New object button will default to Add in Place and will not open in a new window.

If Add Record (Inline) is disabled and Add Record (New Window) is enabled, the New object button will open the new record in a new browser window or tab, and you cannot add it in place.

If both Add Record (Inline) and Add Record (New Window) are disabled, the New object button will be greyed out and you will not be able to create new records using the New object button.

As with other ActionGrid actions and features, you can apply these settings using Global defaults, by profiles, or for individual users.

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