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Auto-generated Content Data-Source Attribute

data-source

Syntax: data-source="object_name"
object_name: the name of the object from which you want to pull data (such as OpportunityLineItems in Salesforce).

The typical use case for the data-source attribute is within an auto-generated table, sometimes referred to as a pricing table. The HTML structure for a pricing table can be seen below:

<table data-source="object_name">
   <thead>
      <tr><th>Field</th></tr>
   </thead>
   <tbody>
      <tr><td>[FieldName]</td></tr>
   </tbody>
</table>

Note: FieldName is a placeholder for the name of the variable from which you want to pull data; replace FieldName with your desired variable.

For example, the table below lists the Product Name and Total Price for every Product on an Opportunity in Salesforce.

Output:

Product Name Total Price
Apple 1.0
Carrot 2.0
Pear 3.0

HTML:

<table data-source="OpportunityLineItems">
   <thead>
      <tr>
         <th>Product Name</th>
         <th>Total Price</th>
      </tr>
   </thead>
   <tbody>
      <tr>
         <td>[PricebookEntry.Product2.Name]</td>
         <td>[TotalPrice]</td>
      </tr>
   </tbody>
</table>

The data-source attribute tells Conga Collaborate where to pull data from. In this case, it looks at OpportunityLineItems. The [square brackets] tell Conga Collaborate to evaluate the text within the brackets as variables within the object array.  This table pulls over both Product Name [PricebookEntry.Product2.Name] and Total Price [TotalPrice].  Apples, Carrots, and Pears are the products on the Opportunity.

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