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Conga Support

Conga Composer Solutions - Single Record

Conga Grid detects any current Conga button code that is currently configured in your system. That is, Conga Grid will automatically detect if you have a list view or detail view button set to run a Composer template. Follow these steps to enable this action:

  1. Click Conga Grid Setup.
  2. In the object list, select the object for which the Conga solution is set up.
  3. Click the object Features tab.
  4. Click Conga Action. The Conga Action screen appears.
  5. Enter a Conga Action Label. This will be the name of the action in the Conga Grid menu.
  6. From the Type of Conga Action drop-down list, click Conga Composer.
  7. Click the Select Button/Formula Field drop-down list and select the button name that will launch the Conga solution from the Conga Grid menu.

  8. Click OK.
  9. Set the desired feature security.
  10. Click Conga Grid Explorer.
  11. In the object list, select the object for which the Conga solution is set up.
  12. Select a single row.
  13. Right-click and select Conga > action. This will invoke Conga Composer.
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