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Conga Support

Create Manage Clauses Button for Managed Clauses

A Manage Clauses button needs to be created on the Manage Clauses object so 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 Button or Link URL field, paste the following:
     
    {!URLFOR($Action.APXT_Redlining__Clause_Bundle__c.APXT_Redlining__Select_Clauses, null, [altId=thisObject.Id], false)}

    thisObject.Id - is Id of the object on which you want to add the button (such as Opportunity.ID)
     
  8. Click Save. Click OK.