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Conga Support

DS7

Automation-Background Mode Parameter

Active 1

1  Release 8

DS7

Parameter Value: [value]

&DS7=1

Background Mode: Initiate Conga Composer without user intervention

Enables merge operations to occur in the background.

Value Definition

0

Background Mode disabled. (Default)

1

Background Mode is enabled and the merged document is attached to the master object.

2

Background Mode is enabled and the merged document is attached to a Salesforce email.

If you use this parameter and want to log activities or follow-up tasks, you must also enable Automatic Logging (AC0=1).

3

Background Mode is enabled and the merged document is delivered to browser to save or open.

If you use this parameter and want to log activities or follow-up tasks, you must also enable Automatic Logging (AC0=1).

4

Background Mode is enabled and the merged document is attached to a new Adobe eSignAgreement. (See Adobe eSignintegration parameters)

If you use this parameter and want to log activities or follow-up tasks, you must also enable Automatic Logging (AC0=1).

5

Background Mode is enabled and the merged document is attached to the master object (like DS7=1), except that the user can navigate away from the master object while the merge process occurs.

6

Background Mode is enabled and the merged document is attached to Salesforce Content.

7

Background Mode is enabled and the merged document is attached to a DocuSign Envelope.

8

Background Mode is enabled and the merged document is saved in a SpringCM folder.

9

Background Mode is enabled and the merged document (Microsoft Office Word, Excel, or PowerPoint) is saved to Google Drive.

11 Background Mode is enabled and the merged document is attached to Salesforce Files for the Master Object.

12

Background Mode is enabled and the merged document is automatically delivered via email.

Using DS7=12 requires the EmailToId, EmailTemplateId or CongaEmailTemplateID (CETID) parameters.

No preview is available for this parameter. Please test your configuration thoroughly before using.

13

The parameter runs a merge in background mode, delivers the merged output to the user's browser, then returns the user to the Salesforce master record that initiated the merge.

14

Background Mode is enabled and the merged document is automatically delivered via Adobe eSign.

No preview is available for this parameter. Please test your configuration thoroughly before using.

17

Background Mode is enabled and the merged document is attached to a DocuSign Envelope and automatically delivered.

When using Conga products and DocuSign in a fully automated fashion (such as using the background parameter/value pair &DS7=17, Conga Workflow, or Conga Conductor) the DocuSign Username and Salesforce User Email must match. If not, you receive the error: Error: CreateEnvelope in DocuSignAPI. The UserID does not have a valid membership in this Account.

 No preview is available for this parameter. Please test your configuration thoroughly before using.

DocuSignTag=1 does not work with DS7=17 for automatic delivery.

Prerequisites for using DS7=17

  • DocuSignEndPoint=Prod (or Sandbox)
  • DocuSignR1ID
  • DocuSignR1Role
  • DocuSignR1Type
  • DocuSign Credentials on the USER record
  • Same email address in Salesforce as in DocuSign

19

Background Mode is enabled and the merged document (Google Docs version) is saved to Google Drive.

24

Background Mode is enabled and the merged document is automatically delivered through Adobe eSign. The browser is redirected to the Adobe eSignConfirmation Page. (Requires Adobe eSignversion 9.5 or higher.)

No preview is available for this parameter. Please test your configuration thoroughly before using.

111

     Specific value that integrates Composer and Contracts features.

Background mode is enabled and a Composer generated document is sent directly to Send for Negotiation email service in Contracts. The template is merged. The user is redirected to the email preview screen. The user can edit or verify the information before sending the negotiation email. The user redirects the user to the email preview screen and the user can edit or verify the info before sending the negotiation email.  

112 

     Specific value that integrates Composer and Contracts features.

Background mode is enabled and merges the template. The email is sent automatically without any additional user interaction. 

 Using DS7=112 requires the congaemailtemplateid and EmailToId parameters.

 

301

Background Mode is enabled and the merged document is automatically delivered via Sertifi. The browser is redirected to the Sertifi Econtract. (Requires Sertifi version 5.87 or higher.)

No preview is available for this parameter. Please test your configuration thoroughly before using.

302

Background Mode is enabled and the merged document is automatically delivered via Sertifi. The browser is redirected to the Master Object. (Requires Sertifi version 5.87 or higher.)

No preview is available for this parameter. Please test your configuration thoroughly before using.

401

Background Mode is enabled and the merged document is attached to Chatter.

600 Background Mode is enabled and the merged document is automatically sent to Box.
700 Background Mode is enabled and the merged document is automatically sent to OneDrive.
900 Background mode is enabled and merge document is automatically sent to BigTinCan.

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