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Conga Support

Multi-Tabular Related List (Manual)

Follow these steps:

  1. Click Conga Grid Setup.
  2. Select an object from the object list for which you want to make a Multi-Tabular page layout.
  3. Select the Tabs & Related Lists tab.
  4. Click Multi-Tabular (Manual). The New Conga Grid MultiTab Page screen appears.


     
  5. Enter a Label. The Name field will automatically populate based on the Label.
  6. (Optional). Enter a Description.
  7. (Optional). Select the Add Page to AG Users Permission Set check box if you want to automatically add the resulting Visualforce page to the Conga Grid Users permission set.
  8. Click OK. The New Conga Grid MultiTab Page screen appears.

  9. From the Select Relationship drop-down list, choose an object relationship for the first tab in the Multi-Tabular Conga Grid.
  10. From the Default View drop-down list, select an existing Conga Grid view for the selected object. Leave it blank for no view. Or, select Create new view for this Page to automatically create a view which you can later redefine when you load the tab.
  11. Provide a Label for this tab.
  12. Select the check boxes of features you want to enable in the Multi-Tabular Conga Grid page layout.
  13. Click Add Another Tab to display another New Conga Grid MultiTab Page window. Repeat Steps 7 through 10 for each tab that you are creating.
  14. Click Save and Finish. A success dialog appears.
  15. In the success dialog, click Page Layout. The object Page Layout screen appears.
  16. Click the Edit link next to the Page Layout name.
  17. Select the Visualforce Pages option.
  18. Drag the related list to your desired location on the Visualforce page.
  19. Click Save.