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Create Billing

The use of JavaScript in Conga solutions is considered an advanced method, requiring JavaScript knowledge, and is not supported by Conga or the Conga support team. You are welcome to use this feature at your own risk.

Follow these steps to create the custom action:

  1. Click ActionGrid Setup.
  2. Select the object for which you want to create the custom action.
  3. Select the object Features tab.
  4. Click New Custom Action. The Custom Action screen appears.
  5. Delete the sample code from the Javascript field.
  6. Copy and paste the following code into the Javascript field.
  7. Copy the itemID value and paste it as the Action Name.
  8. Click OK.
crmc.require(['sfdc', 'KendoPopup'], function (sfdc, popup) {
    crmc.addCustomAction({
        "itemID": "createOrdersFromProjects",
        "isBatchAddItem": true,
        "isAvailable": function (context) {
          // This function is called before the action item is displayed and returns a boolean if the item should be displayed
          // By default determine availability based on Feature Security for this action
            var isEnabled = this.featureSecurity.getSetting(context.objectDescribe.name, this.itemID) !== false;
            // Only allow batch adding from Accounts object for now
            var isOpportunity = context.objectDescribe.name == "Opportunity";
            var multipleSelected = context.selectedRows && context.selectedRows.length > 0;
            return isOpportunity && isEnabled && multipleSelected;
        },
        "getLabel": function (context) {
          // This function returns the display label of the action item and is called before the item is shown
          return "Create Billing";
        },
        "createSubmenuItems": function (context) {
          // If this function returns additional action item objects, they will appear as submenu items
          return [];
        },
        "click": function (context) {
            if(context.selectedRows.length <= 5){
                  var ids = [];
                  var submitUrl = "/apex/acctseed__BillingFromOpportunity?id="
                  context.selectedRows.map(function(row) {
                      ids.push(row.Id);
                  });
                  for (var i = 0; i < ids.length; i++) {
                      window.open(submitUrl + ids[i]);
                  };
            } else {
                popup.popup("Record Selection", "Currently, there is only support for 5 max records per batch.");
            }
        }
    });
});
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