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Conga Support

Create Select Clauses Button for Managed Clauses

A Select Clauses button needs to be created so that users can reorder managed clauses.

  1. Click Setup.
  2. In the sidebar, navigate to Build Create >  Objects > Managed Clause > Buttons, Links, and Actions. Click New Button or Link.
  3. In the Label box, type Select Clauses.
  4. For Display Type, select List Button.
  5. Un-check the checkbox for Display Checkboxes (for Multi-Record Selection).
  6. In the Behavior list, select Display in existing window without sidebar or header .
  7. In the Select Field Type list, select Managed Clause.
  8. In the Select Field Type box, copy and paste the following:
     
    {!URLFOR($Action.APXT_Redlining__Clause_Bundle__c.APXT_Redlining__Select_Clauses, null, [altId=Contract.Id], false)}
     
  9. Click Save. Click OK.
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