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Conga Support

Show Current Object Details in a Reading Pane Tab

 Due to the ever-changing complex nature of programming languages, Conga does not support Visualforce or any elements related to APEX.

See the following sections:

The following figure shows an example of Account Details:

Create a Field Set

First, create a field set that contains the details you want to review in the Reading Pane.

  1. In Salesforce, click Setup.
  2. Click Customize and click the object of interest.
  3. Click Field Sets. The object Field Sets page appears.
  4. Click New.
  5. Enter a Field Set Label and Field Set Name. Write down the Field Set Label for later use.
  6. In the Where is this used? box, provide a brief description of where and how the field set will be used. This information helps administrators determine how to populate the installed field set with their own fields. For example:

  7. Click Save.
  8. Add fields to the field set. You can copy a current page layout by viewing it and choosing the fields that match. Or, create your own field set.

  9. Click Save.

Create a Visualforce Page for the Object DetailsVisualforce Page for the Object Details

  1. In Salesforce, click Setup.
  2. Click Develop and click VisualforceVisualforce Pages.
  3. Click New.
  4. Enter a Name and Label using the following convention (where "RP" stands for Reading Pane):
    • Label: AG_Object_RPTab (for example, AG_Account_RPTab)
    • Name: Object_Details (for example, Account_Details)
  5. Paste the following code in the Visualforce Markup space. Replace Visualforce Markup space. Replace <Object> with the label of the current object (for example, Account). Replace <Field_Set> with the field set label that you recorded in Step 4 of the Create a Field Set section.
    <apex:page standardController="<Object>" showHeader="false" docType="html-4.01-strict">
    
    <style>
    select.fullWidth{
    width:200px
    } 
    </style>
    
    <div>
    <apex:form id="refresh" >
    <apex:messages />
    <apex:pageBlock id="editBlock" html-style="display:none">
      <apex:pageBlockButtons >
        <apex:commandButton value="Save" action="{!quickSave}" rerender="refresh"/>
        <apex:commandButton onclick="location.reload()" value="Cancel" rerender="refresh"/>
      </apex:pageBlockButtons>
      <apex:pageBlockSection columns="2">
        <apex:repeat value="{!$ObjectType.<Object>.FieldSets.<Field_Set>}" var="field"> 
        <apex:inputField value="{!<Object>[field]}" styleClass="fullWidth" />
        </apex:repeat>
      </apex:pageBlockSection>
    </apex:pageBlock>
    
    <apex:pageBlock id="viewBlock">
      <apex:pageBlockButtons >
        <apex:commandButton onclick="document.getElementById('{!$Component.editBlock}').parentElement.parentElement.parentElement.style.display = ''; document.getElementById('{!$Component.viewBlock}').style.display = 'none'; return false " value="Edit" />
      </apex:pageBlockButtons>
      <apex:pageBlockSection columns="2">
        <apex:repeat value="{!$ObjectType.<Object>.FieldSets.<Field_Set>}" var="field">
        <apex:outputField value="{!<Object>[field]}" styleClass="fullWidth" />
        </apex:repeat>
      </apex:pageBlockSection>
    </apex:pageBlock>
    </apex:form>
    </div>
    </apex:page>
  6. Click Save.

Load the Visualforce Page as a Reading Pane TabVisualforce Page as a Reading Pane Tab

  1. Click ActionGrid Explorer.
  2. Select the object for which you created the Visualforce page.Visualforce page.
  3. Click Reading Pane.
  4. In the row of tabs at the top of the Reading Pane, click the tab with the plus sign. This tab is at the end of the list; you may need to scroll through the tabs using the arrow icon.
  5. Click the Reading Pane drop-down list.
  6. Click the VisualforceVisualforce Pages drop-down list.
  7. Select the check box next to the name of your Visualforce page, for example:Visualforce page, for example:

  8. Click Save in the ActionGrid toolbar. This saves your reading pane tabs so they will be available in a future session.
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