The Conga Workflow Formula Builder provides an entirely new way to create Conga Workflow formula fields by converting an existing Conga Composer button or link into a Conga Workflow formula field. In previous versions of Conga Workflow, this conversion had to be done manually.
|1||The Conga Workflow Formula Builder tab.|
|2||The status bar walks through the steps of the Formula Builder. Click any step of the status bar to learn what is required.|
|3||In thebox, select the object on which the Composer button or link is displayed.|
|4||In thebox, select how the merged output file will be delivered.|
|5||In the Button/Link area, in the box, select the Conga Composer button or link to convert to a formula field.|
|6||After you select a button or link, the URL displays briefly, followed by its formula field equivalent in the Formula / URL area.
Clear the Show Converted Formula box to see the button or link URL instead of the formula.
|7||In the Formula Field area, in the Name box, type a name for the formula field.
We recommend using a name that includes Conga Workflow and the button name, such as Conga_Workflow_Email_Proposal.
|8||Clickto create the formula field on the master object.|
|9||(Optional) Clickto open the Conga Composer button or link in Salesforce Setup and make changes to the button.|
|10||After the field is created, click the Field-Level Security button to modify the field-level security for the Workflow formula field (not pictured).|
The Conga Workflow Formula Builder may also be used to edit and update existing formula fields. For more information, please see Update an Existing Conga Workflow Formula Field Using the Formula Builder.