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Conga Grid Release 1.59 - December 2016
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New Features and Enhancements
- Creating use case-based grids is easier than ever with QuickGrids. Set up a grid for Sales, Case Management, Salesforce Administrators or Account Management, transforming how your teams use data in Salesforce in just four easy steps.
- You can access QuickGrids from the Quick Start tab. A known issue exists where the Quick Start tab is not visible in existing Conga Grid installations. Please see Conga Grid Quick Start Options for instructions on making this tab available.
- Edit parental data
- Although you could always add parental fields in Conga Grid, now you can make updates to parental data from the same view.
- Improved Save View functionality
- Instead of saving views automatically using the Save button, you will now be prompted with a notification on Save that your view has been updated with an option to quickly save the view.
- Set additional required fields in Conga Grid
- While Conga Grid respects all required fields from Salesforce, you can now set additional required fields using Conga Grid. These fields are saved in the Conga Grid View.
- Users could not select the Owner field using a Spyglass lookup.
- The Related Column for Opportunity Contact Role had incorrect links.
- Users could not paste from Excel when a Formula Field exists.
- Conga Grid was unresponsive if users did not select any tabs while using the Export tool to export tabs.
- Conga Grid was unresponsive if users canceled Export Settings.
- Conga Grid View prompted for unsaved changes on load.
- Turkish users could not edit records inline.
- Adding or removing Task related lists in the Reading Pane resulted in a data error.
- Firefox browsers did not support pasting from Excel into Conga Grid.
- Tabbing through empty cells on a parent grid incorrectly designated cells as dirty.
- Add in Place caused dirty data to lose CSS styling.
- Paste from Excel did not work while data were grouped.
- The Composer action did not work from a child Conga Grid in the Reading Pane.
- Copying and pasting data into child grids also pasted data into the main grid.