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Add Select Primary Document Button to Standard or Custom Objects

 The Select Primary Document button is automatically created on the Contracts object upon install. The following steps are necessary when using Conga Contracts on an object other than the Contracts object.

The Select Primary Document button is added to the Contracts object as part of the setup process. The Select Primary Document button is only needed when there are multiple documents attached to a Contract record, not multiple versions. When there are multiple versions of a document, Conga Contracts selects the most recent by default.

When there is more than one document saved on a Contract record, the Select Primary Document button will select the document to use in your negotiation process.

To add the button to another object, do the following:

  1. Create two text fields on the master object: Primary Document Name and Primary Document ID.
    1. Click Setup > Customize > YOUR OBJECT > Fields. In Account Custom Fields & Relationships, click New.
    2. Select Text and click Next.
    3. In the Field Label box, type Primary Document Title.  In the Length box type 255. Click Next.
    4. Ensure the Field-Level Security for Profile are visible. Click Next
    5. Ensure YOUR OBJECT layout is selected. Click Save & New.
    6. Select Text and click Next.
    7. In the Field Label box, type Primary Document ID.  In the Length box type 18. Click Next.
    8. Ensure the Field-Level Security for Profile are visible. Click Next
    9. Ensure YOUR OBJECT layout is selected. Click Save.
  2. In Salesforce Setup, navigate to Custom Settings > Conga Api Settings. Click Manage. You will add two entries.
    1. Click New.
    2. In the Name box, type fields.primary.YOUROBJECT
      In the Value box, type Primary_Document__c
       

      For creating a button on the Opportunity object.
      Name: fields.primary.Opportunity 
      Value: Primary_Document__c
       
    3. Click Save.
    4. Click New.
    5. In the Name box, type fields.primarytitle.YOUROBJECT 
      In the Value box, type YOUR_TITLE_FIELD__c
    6. Click Save.

      The Automatic Configuration in Contracts Setup completes the above step for you in Conga Contracts version 1.43 and newer.
  3. Create a custom button named Select Primary Document.
    1. Click Setup > Customize > YOUR OBJECT > Buttons, Links, and Actions. Click New Button or Link
    2. In the Label box, type Select Primary Document.
    3. For Display Type, select Detail Page Button.
    4. In the Behavior list, select Display in existing window without sidebar or header.
    5. In the Content Source, select URL.
    6. In the text box, copy and paste the following code:

{!URLFOR($Action.Contract.APXT_Redlining__Select_Primary_Document, null, [altId=Your_Object.Id], false)} 
 


For an Opportunity, you would use: {!URLFOR($Action.Contract.APXT_Redlining__Select_Primary_Document, null, [altId=Opportunity.Id], false)}