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Conga Support

Add a New Template to a Solution using Solution Manager

If the template you want to use for the solution is not yet saved in Salesforce®, you can add it in Solution Manager.

To add a new template to a solution record in Solution Manager:

Before You Begin: You must have a solution record created and open. In addition, you should have a template file created.

  1. In Solution Manager, click Add Templates.

    The Conga® Solution Template screen appears.

  2. Click Create New Conga Template Record.

    The Conga Template Edit screen appears.


     

    1 The name of the template.
    2 The Template Group name, if the template belongs to a group.
    3 The type of template. Options are Document, Label, and Envelope.
    4 An optional description.
    5 If the Template Type is Label, uses the ReportData or QueryData as the data source for the template label.
    6

    Up to three master fields to set.

    Contains the name of the master field, an equals sign, and the value. If the value contains spaces, replace each space with a plus sign (+).

  3. In the Name field, type a name for the template.

  4. (Optional) If the template is part of a group, in the Template Group box, type the name of the group.

  5. In the Template Type box, select the type.

  6. (Optional) In the Master Field to Set boxes, enter the master field, an equals sign, and the value for each of the master fields you want to set.

  7. (Optional) Select the Label Template: Use Detail Data box to use the report or query data as a data source for the template label.

    This option applies only if the Template Type field is set to Label.

  8. (Optional) In the Description box, type a description for the template.

  9. Click Save.

    The Conga Template screen appears.

    You can now attach a template to this template record. If you do not already have a template designed,

  10. Click Attach File to add a template file to this record.

    The Attach File to Conga Template screen appears.

  11. Click Choose File and then locate and select the template file.

  12. Click Attach File and attach the file to the template record.

  13. Click Done to return to the Conga Template screen.