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Conga Support

Conga Grid Feature Settings

To access Grid Feature Settings:

  • Go to Grid Setup
  • Click on Global Defaults
  • Click on Feature Security

The following feature settings are available:

Action Column
Toggles the Action Column on and off (view and edit links).    

Add Contacts to Emma Group
Action to add one or multiple Contacts to Emma Groups (integration).     
     
Add Record (Inline)
Gives the option to add new records inline on a grid.     
      
Add Record (New Window)
Gives the option to add a record in a new window rather than inline.        
    
Batch Add - AG License
Action to assign Grid Licenses to one or multiple users at a time. 
           
Batch Add - Campaign Members
Action to quickly add one or multiple Contacts or Leads to Campaigns.     
       
Batch Add – Chatter
Action to send out Chatter messages to one or multiple records at a time.    
        
Batch Add – Note
Action to add Notes to one or multiple records at a time.            

Batch Add - Permission Sets
Action to assign permission sets to one or multiple users at a time.         
   
Batch Add – Product
Action to add a Product to one or multiple Opportunities, Orders, or Quotes at a time.      
     
Batch Add - Request Action
Action to request field updates on one or multiple records at a time.       
     
Batch Add – Task
Action to create tasks for one or multiple records at a time.  
         
Batch Clone
Action to create Clones of one or multiple records at a time.  
         
Batch Delete
Action to Delete multiple records at a time.  
                 
Campaign Member Loader (Legacy app)
Allows users with the legacy Campaign Member Loader app to run it directly from the grid (integration).            

Checkbox Column
Toggles the selection checkboxes for a grid.      
     
Column Settings
Toggles the Column Settings for a grid which one can find by right clicking on a column header. Column Settings include setting Label, Default Value, Read Only, and Required attributes for a column on a grid.

Conditional Formatting
Toggles the ability to use Conditional Formatting for a grid.      
     
Configure
Toggles the ability to use the field chooser and the options under the Configure button. These options are: Fields, Conditional Formatting, Formulas, Filter Logic, Manage Views, Keyboard Shortcuts, and Help.    

Detail Grid
Toggles the ability to use the Detail Grid within the reading pane. This is a tab that allows the user to view data vertically rather than horizontally. 
           
DrawLoop
Retired setting that formally allowed integration with Drawloop.   
         
Drill Down
Toggles the ability to select one or multiple records and drill down to child records in a new window.   

Drill Up    
Toggles the ability to select one or multiple records and drill up to parent record information in a new window. 
 
Edit Mode
Toggles the ability to edit information inline on a grid.             

Editable Parental Fields
Toggles the ability to edit parent record information inline on a grid.     

Export to Excel
Toggles the ability to select one or multiple records and export the information to excel.  
         
Fill Down
Toggles the ability to make a change to a field, select one or more records, and apply the edited value to all selected records.           

Filter Logic
Toggles the ability to see what the current filters are on a grid in the Filter Logic window.    
        
Find/Replace
Toggles the ability to find and replace values for one or multiple records at a time.    
        
Follow Records
Toggles the ability to follow one or multiple records at a time.  
         
Formula Fields
Toggles the ability for the creation of formula fields on a grid.      
     
Formula Mass Update
Toggles the ability to update one or multiple records using the values from a formula field created on a grid.     
       
Fullscreen Mode
Toggles the ability to put a grid into full screen mode.      
                 
Geopointe
Toggles the ability to select one or more records and view them in a Geopointe map (integration).

Hover Detail Tips (Lookup)
Toggles the ability to hover over a lookup and see details about the linked record in a mini layout.    

Lightning UI (Disabled by default)
Toggles the new ActionGrid UI.            

ListBrowse
Toggles the ability to select multiple records and view them as a collection of records that can be paged through.

  The ListBrowse feature is deprecated and no longer supported by Conga.

Manage Views
Toggles the ability to open the manage view window from a grid.  
     
MapAnything
Toggles the ability to select one or more records and view them in a MapAnything map (integration).    

Mass Update Large Batch (disabled by default)
Toggles the ability to update more than 1000 records at a time by allowing the user to update all pages rather than just one.    

Mass Update Single Page
Toggles the ability to update the values of multiple records at a time.  
         
Merge
Toggles the ability to merge duplicate records together using DupeCheck (integration).            

Paste to Batch Insert
Toggles the ability to paste information in from an Excel Spreadsheet to insert new records.

Paste to Batch Update (disabled by default)
Toggles the ability to paste information in from an Excel Spreadsheet to overwrite existing records. 
   
Quick Graph
Toggles the ability to use the Quick Graph tab in the reading pane.     
       
Reading Pane
Toggles the ability to use the reading pane in a grid to display related information.      
     
Rename Columns
Toggles the ability to rename a column on a grid.            

Save Views
Toggles the ability to save views, save data, and revert data that has been changed on a grid.        

Secure Mass Update (Legacy app)
Allows users with the legacy Secure Mass Updater app to run it directly from the grid (integration).

Send Email
Toggles the ability to send emails directly from a grid.    
        
Summarize Column
Toggles the summary information seen at the bottom of columns with numerical values.  
         
Toolbar
Toggles the availability of the toolbar on a grid.    
        
View in New Window
Toggles the ability to view a record in a new window.