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Conga Support

Add a Related List to a Grid

  1. Click Configure
    or with the Reading Pane open click + (the plus sign)
  2. Expand the Related List item
  3. Click the check box for the object to add the related list

    Any related list that you could add on a page layout can be added through the related list section.

    Added related lists will show up as a tab in the reading pane
  4. Click the dropdown next to Save
  5. Click Save View

Add fields to a Related List tab

  1. Open the related list you want to modify and click Configure
  2. Click the check box next to the fields you want to add
  3. Click the dropdown next to Save
  4. Click Save View
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