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Conga Support

Show Parent 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.
  3. Click the object of interest.
  4. Click Field Sets. The object Field Sets page appears.
  5. Click New.
  6. Enter a Field Set Label and Field Set Name. Write down the Field Set Label for later use.
  7. 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:

  8. Click Save.
  9. 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.

  10. Click Save.

Create a Visualforce Page for the Parent Object

  1. In Salesforce, click Setup.
  2. Click Develop and click Visualforce Pages.
  3. Click New.
  4. Enter a Name and Label using the following convention, where "RP" stands for Reading Pane.
    • Label: Parent_Object_Name Details(for example, AG_Account_RPTab). This is the same label used for the creation of the page in the next section
    • Name: AG_Parent_Object_Name_Details_on_Object (for example, Account_Details). Save this name for reference In the next section.
  5. Paste the following code in the 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="<Parent_Object>" showHeader="false" docType="html-4.01-strict">
    <style> 
    .fullWidth{ 
    width:98%; 
    } 
    .font{ 
             font: 12px Salesforce Sans,Arial,Helvetica,sans-serif; 
             font-weight: inherit; 
             text-align: center -21px; 
          } 
    div.bPageBlock { 
            background-color: #ffffff !important; 
            border-color: #ffffff !important; 
    } 
    div.pbSubsection{ 
            height: 490px; 
    } 
    </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="{!$ObjectType.<Parent_Object>.FieldSets.<Field_Set>}" var="field"> 
          <apex:inputField value="{!<Parent_Object>[field]}" styleClass="fullWidth" />
    </apex:repeat>
    </apex:pageBlockSection>
    </apex:pageBlock>
    <apex:pageBlock id="viewBlock"> 
    <apex:pageBlockButtons > 
    <apex:commandButton onclick="document.getElementById('{!$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.<Parent_Object>.FieldSets.<Field_Set>}" var="field">
    <apex:outputField value="{!<Parent_Object>[field]}" styleClass="fullWidth" />
    </apex:repeat>
    </apex:pageBlockSection>
    </apex:pageBlock>
    </apex:form>
    </div>
    
    </apex:page>
    
  6. Click Save.

Create a Wrapper Visualforce Page 

  1. In Salesforce, click Setup.
  2. Click Develop and click Visualforce Pages.
  3. Click New.
  4. Enter a Name and Label using the following convention, where "RP" stands for Reading Pane.
    • Label: Parent_Object_Name Details(for example, AG_Account_RPTab)
    • Name: AG_Parent_Object_Name_Details (for example, Account_Details)
  5. Paste the following code in the Visualforce Markup space. Replace <object> with the label of the current object (for example, Account). 
<apex:page standardController="<Object>" showHeader="false" docType="html-4.01-strict">
<apex:iframe src="/apex/<AG_Parent_Object_Name_Details_on_Object>?id={!Task.AccountId}" rendered="{!Task.AccountId!=null}"/>
</apex:page>

6.Click Save.

Load the Visualforce Page as a Reading Pane Tab

  1. Click ActionGrid Explorer.
  2. Select the object for which you created the 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 Visualforce Pages drop-down list.
  7. Click the checkbox next to the name of your 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.