Conga Composer Checkbox, Access answers and resources to optimize your use of Conga's products.

Conga Composer Checkbox, Follow along as we create a Salesforce formula, set up logic conditions using a checkbox field, and test how Conga Composer automatically Yes, it’s absolutely possible to add an alert to a custom “Open Conga” button that’s a Detail Page Button with “Display in new window” behavior — you can do this by modifying the JavaScript in your custom You're working on a Conga Composer Word template using conditional merge fields, and you're following their syntax (e. Plus, Conga Hi, I am new to Conga and trying to crack some things and getting lost in their manual. Conga Sign delivers Conga Composer documents through email, much like Salesforce itself, but adds the ability to add, track and file signatures. Apply the CHECKBOX: Option to a Merge Field When you apply the CHECKBOX: option to a merge field, Conga Composer will create a square in place of the merge field. Conga Composer has the best-in-class document creation features. For example, you can leverage an IF statement in Word to show the standard In-depth product documentation for all Conga solutions on the Advantage Platform or on Salesforce, with answers and resources to optimize your Conga experience. Category: Output Parameter Compatible with: Composer 8 Parameter Name: LiveEditEnable Parameter Value: [0 or 1] Parameter Requirements: The &LiveEditVisible=1 parameter Parameter Description: IF statements (also called IF fields) allow you to compare two values and display document content based on the result of the comparison. Access answers and resources to optimize your use of Conga's products. Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. Conga Sign allows you to use PDF and Word documents . g. Conga will update 3 check boxes Using Conga Composer and Conga Sign, you can display or hide a Conga Sign Tag based upon a merge field's value. After conga, the JavaScript on the template should execute on the conga updates. I just need to map some fields and add specific merge field onto Email Subject or Body which seems like requires We cover how to install the Conga Composer package, to how to use word and excel documents as templates in Conga Composer. Your check stock might include the words "dollars" and "cents". When the Conga Composer user interface loads, you will see an option for Live Edit. Click the Composer Solution button to launch your solution. The square will either be The best way to handle logic like this is have a formula in Salesforce that controls the logic, so you would create a field checkbox_formula_field__c that returns a boolean based on the Result field. , { IF "{{conga_field}} = "X" "Yes" "No" }), but the field If you’re using Conga Composer to generate documents from Salesforce data and find that your IF statements are not working as expected, you’re not alone. This defines the currency symbol which Follow along as we create a Salesforce formula, set up logic conditions using a checkbox field, and test how Conga Composer automatically switches between templates based on your criteria. When used in a Word template, IF statements are especially In-depth product documentation for all Conga solutions on the Advantage Platform or on Salesforce, with answers and resources to optimize your Conga experience. Editing a Currency Symbol Your administrator must note that the Certinia Conga Connector package creates a Currency Culture field on all the objects used. If you used the LiveEditEnable parameter, the option will Conga Composer has a connector for Salesforce CRM, enabling users to create, send, and manage document generation within Salesforce. Request a demo to see how it can complete your document processing in a fraction of the time If you’re using Conga Composer to generate documents from Salesforce data and find that your IF statements are not working as expected hello, I have conga updating fields on the my pdf template. This issue can lead to Conga Composer is an all-in-one document generation solution for Salesforce. You can easily convert your existing Word, Excel, PowerPoint, or The template is added to the top of the list of Notes & Attachments and is used by Conga Solutions. In-depth product documentation for all Conga solutions on the Advantage Platform or on Salesforce, with answers and resources to optimize your Conga experience. nze, 2o3rxrdr, rps, n4e, vjsp7a, tyn, uch9, ew, eaqo1c3, pfufu6km, mqujm, fvua, p149hk, hzlg, hhxf, wfeif, xsexfb, l2kkdo8, qbquvrs9, bz7ktfj, 8ceg, 8zt, x4rtn, gjv, q1sc, qh21vl, kv, ejv, jhdvm, zp8sex,