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Conga Support

Add a New Query to a Solution using Solution Manager

If you want to create a new query for your solution, you can easily do so from within Solution Manager.

To create a new query and add it to a Solution Record:

Before You Begin: You must have a solution record created and open.

  1. On the Conga Solution screen, click Add Query Data.

  2. On the Conga Solution Query screen, click Create New Conga Query Record.

    The Conga Query Edit screen opens in a new window. 

    1 The name of the query.
    2 An optional description.
    3 The SOQL select statement.
    4 Click Save to create the new query, and Save & New to create a new query and reset the screen to add a new query.
  3. In the Name field, type a name for the query.

  4. (Optional) In the Description field, type a text description of the query.

  5. Click Save to save the query.

  6. In the SOQL Select Statement box, type the select statement for the query.

    Or

    Use the Conga Query Builder button to build a SOQL statement.

  7. Click Save to save the query.

    Solution Manager adds the query and displays the Conga Query screen with the record loaded.

  8. Return to the Conga Solution Query screen and click Refresh to view the new query.

  9. In the All Available Conga Queries area, click the query to select it.

    The report name and ID appear in the boxes to the right.

  10. In the Alias field, type an alias for the report.

  11. (Optional) In the Description field, type a text description of the report.

  12. (Optional) To modify the default filter of the query, click Advanced Filter Configuration. For details, see Use Advanced Filters in a Query using .

  13. Click Add Conga Query to Solution Record.

    Solution Manager adds the query to the record. The query appears in the Selected Queries area.

  14. Click Return to Solution Record.

  15. Click Update Button to add your changes to the current button URL.