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Process Orders From Projects

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.addCustomAction({
  "itemID": "Batch_Process_Orders_From_Projects",
  "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 isProject = context.objectDescribe.name == "crmc_Project__c";
      var multipleSelected = context.selectedRows && context.selectedRows.length > 0;
      return isProject && 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 Order(s)";
  },
  "createSubmenuItems": function (context) {
    // If this function returns additional action item objects, they will appear as submenu items
    return [];
  },
  "click": function (context) {
    // This function is what is executed when the action item is clicked
    // Context object has this format:
    /* {
        selectedRows: rows selected in AG
        loadedRows: all rows loaded in AG
        objectDescribe: metadata for current custom object
        kendoGrid: kendoGrid object
    } */
    var ids = [];
      // Show a prompt that contains the fields in FIELDSETNAME
         // For every selected row
    context.selectedRows.map(function(row) {
      ids.push(row.Id);
    });
    window.open("/apex/Project_List_Create_Order?projectRecordIds=" + ids.join('%2c'));
  }
});