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Conga Support

How to add a Conga Batch Mass Action to a Skuid List View

INTRO:

Have you wanted to utilize Conga Batch within your Skuid table? Are you looking to select the records dynamically to send to Conga Batch without leaving the Skuid page? This solution allows the user to select records from a table and pass to Conga Batch through a mass action.

THE NEED:

Integration of Conga Batch and custom Skuid pages. Provide the ability to generate a batch of documents based on the users input.

THE SOLUTION:

Use the Conga Batch list view example as a starting point and update with Skuid global variables to create the JavaScript snippet. With the idArray, session and server variables updated, paste the JavaScript into a new snippet within your Skuid page.

Now that the JavaScript snippet is created, you can click on your table, add the mass action and reference your snippet.

Now when the user is selecting the records from the list view, they will have a new mass update option available in the drop down.

Have questions? Need some assistance?