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Conga Support

FAQs on Using Conga Grid

What is the Action column, and how do I hide it?

The Action column contains View and Edit hyperlinks for each record.

When you select a record and click the View link, it displays a new web page with the details of that record. When you click the Edit link, it displays a web page that lets you edit the record details in Salesforce.

To hide this column, click Conga Grid Setup and click the object you are viewing. Select the object Features tab. Scroll to the Action Column feature and click the Disable option.

How can I tell what filters are currently applied to my record set?

In the Conga Grid Explorer, click the drop-down button next to Configure and click Filter Set. See Filter Logic for details.

If I created a filter for a column and move that header column off the Conga Grid, will my filter still be active?

Yes. You can use the Filter Logic dialog to confirm this. See the topic Can I Filter Fields that are Not Displayed? for detailed steps.

Can I batch-create cases from a list of contact search results?

Yes. Select the contact records, then right-click and select Batch Add > Cases.

Can I create a Conga Grid tab for any object?

Yes. See Single Conga Grid Tab for instructions.

How does Conga Grid manage two or more users working on a record at the same time?

Conga Grid behaves the same way that Salesforce does when two people edit the same record. If User A edits the record while User B also edits but saves first, then User A receives a warning that his changes will be lost. Two people can edit the same Conga Grid with no problem, but they must coordinate when working on the same records.

Does Conga Grid respond to duplicate rules?

Some Salesforce users have a rule that stops a user from creating a new Contact already in the system. Conga Grid honors duplicate checking rules, triggers, validation rules, and others. Conga Grid will display the same error as Salesforce if this is attempted.

Known Issue: Conga Grid displays with oversized icons in Service Console (Classic)

When using the Service Console in Salesforce Classic, some users viewing embedded Conga Grid pages may see oversized icons. To resolve this, set the showHeader attribute in the Visualforce <apex:page> containing Conga Grid Visualforce component to false (i.e., showHeader="false"). The page should display normally after applying this setting.


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