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Conga Support

Create a Conductor List View Button

  This is a Javascript button and Javascript is not supported in Salesforce Lightning. This feature is not supported in the Salesforce Lightning user experience.

Setting up a List View button to launch Conga Conductor is easy. You create a button on the Master Object, paste the code from the Conga Conductor Sample List View button, adjust the code to your needs and place the button on the object’s Search Layout. 

NOTE: Due to their complicated nature the integration of Conga with JavaScript, Visualforce, and Apex (or other programming languages) is not supported.

1. Create the button. Use the JavaScript code below: 

// STEP 1: CHANGE THE NEXT LINE TO THE TYPE OF RECORDS YOU'RE ACCESSING ON THE VIEW
var idArray = {!GETRECORDIDS( $ObjectType.Opportunity )};

// STEP 2: CHANGE THE NEXT LINE TO THE API NAME OF THE FIELD THAT CONTAINS THE CONGA COMPOSER URL
var urlFieldName="ComposerFormula_URL__c";


// DO NOT MODIFY ANYTHING BELOW THIS POINT ********************

// YOU MAY PASS UP TO 50 IDS

var CongaURL = "https://conductor.congamerge.com" +
"?MOID=" + idArray +
"&SessionId={!$Api.Session_ID}" +
"&ServerUrl={!$Api.Partner_Server_URL_160}"+
"&UrlFieldName="+urlFieldName;

window.open( CongaURL, "Conga", "width=700,height=450,menubar=0" );
  1. Create a button on your Master Object.

    This Master Object needs to be the same as the Master Object you specified in the Conga Composer solution that you converted into a Conga Conductor formula field.

  2. Copy and paste the OnClick JavaScript code from step 1.

  3. Label the button.

  4. Set the Display Type to List Button and enable Display Checkboxes.

  5. Ensure the button’s Behavior is set to Execute JavaScript.

  6. Set the Content Source as OnClick JavaScript.

  7. Set the $ObjectType to your Master Object by choosing $ObjectType from the Select Field Type picklist and then choosing your Master Object from the Insert Field picklist.

    In this example, the Master Objects from our Composer solution is Opportunity, so the line is set to $ObjectType.Opportunity.

  8. Set the urlFieldName value to the API name of the formula field you created with the Conga Formula Builder.
    In this example, our formula field API name is Conductor_URL_Simple_Proposal__c.

  9. Edit the Master Object List View under Search Layouts.

    For example, since we are using the Opportunity as our Master Object, we navigate to Build > Customize > Opportunities > Search Layouts > Opportunities List View.

    We recommend using Enable Enhanced Lists under Salesforce Setup > Customize > User Interface to best utilize List View buttons.

  10. Click the Add button to move your List View button to Selected Buttons menu. Click Save.

    Configuration is complete and your Conductor List View button is ready to use.