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Conga Support

Create a Solution Collection

Conga Solution Collections

The ability to create Conga Solution Collections is a new feature for Conga Composer. You can group related Conga Solutions and easily launch them using the Composer Lightning Component, rather than selecting from multiple Lightning actions or components. For more information about the Composer Lightning Component, see Composer Lightning Component

When creating a new Conga Solution manually or with Conga Quick Start, you can add it to an existing collection of solutions or create a new Solution Collection.

Create a Conga Solution Collection

To create a new Solution Collection with Conga Quick Start:

  1. Navigate to the Lightning App Launcher and select Conga Quick Start.
  2. Under the Document Automation Wizard, click Launch Wizard.
  3. Navigate to the Collection Step.
  4. Click Create Collection. 
  5. Enter a Collection Name.
  6. Enter an optional brief Description.
  7. Click the + sign next to the listed solution you want added to your new collection.
  8. Click Save.

To create a new Solution Collection manually, take the following steps: 

  1. Navigate to the Lightning App Launcher and select Conga Solution Collection.
  2. Click Create Collection.
  3. Enter a Collection Name.
  4. Enter an optional brief Description.
  5. Click the + sign next to the listed solution you want added to your new collection.
  6. Click Save.

Update an Existing Solution Collection

To add a Conga Solution to an existing Solution Collection with Conga Quick Start:

  1. Navigate to the the Lightning App Launcher and select Conga Quick Start.
  2. Under the Document Automation Wizard, click Launch Wizard.
  3. Navigate to the Collection Step.
  4. Under Available Solution Collection, click on the name of the collection where you want to add your new solution.
  5. Click the + icon beside the solution you want to add to the existing collection.
  6. Click Save.

To add a Conga Solution to an existing Solution Collection manually, take the following steps:

  1. Navigate to the Lightning App Launcher and select Conga Solution Collection.
  2. Click the name of the existing Solution Collection.
  3. Click the + icon beside the solution you want to add to the existing collection.
  4. Click Save.