The Reading Pane is a separate panel that displays detailed information about a selected record.
Click Top, Right, Bottom, or Left.in the Conga Grid℠ toolbar to display the Reading Pane on the right side of the grid. Or, click the drop-down arrow next to and select a position to display it within the grid. The options are
To help organize the information to view in the Reading Pane, you can add and configure different tabs by following these steps:
- Click the small arrow on the right side of the grid. The menu appears.
- Click the drop-down arrow next to to show the default tabs that are available.
- Select the check boxes of tabs that you want to display in the Reading Pane. These options are described in more detail next.
Reading Pane Tab
This tab is enabled by default. It contains a long editable text field to capture details or e-mail conversations related to the selected record.
The drop-down list within the Reading Pane tab shows fields that are set to Text or Rich Text. Select a field and enter your own text related to that field.
This tab is enabled by default. It contains Salesforce® Chatter messages related to the selected record.
Detail Grid Tab
Use this tab to view multiple fields (and their values) for the selected record. This is a convenient alternative to displaying many fields in the grid, where you would need to scroll horizontally to view all of them. Instead, select thecheck box, then select the fields that you want to view in the Detail Grid tab.
Use this tab to create a quick graph of a selected numeric field for all of the records on the current page. Select thecheck box, then select a numeric field to graph in the Chart tab.
Tabs Based on Visualforce Pages
You can add tabs to the Reading Pane that are based on Visualforce pages. Click the drop-down arrow next to , then select the pages you want to display as tabs.
You can even create a Visualforce page with a Multi-Tabular Conga Grid so that you can view related details in one convenient location within the Reading Pane.