Skip to main content
Conga Support

Add an Existing Query to a Solution using Solution Manager

You can add new or existing queries to your solution. If the query exists, you need only select it and assign an alias to the query. If the query you need doesn't exist, you can create one within Solution Manager.

By default, Conga Composer® passes the Master Object's Record ID to the first filter of your query. You can modify and add dynamic filtering options using Advanced Filter Configuration.

To add an existing query to a solution using Solution Manager:

Before You Begin: You must have a solution record created and open.

  1. In Solution Manager, click Add Query Data.

    The Conga® Solution Query screen appears. All available queries appear in the list.

  2. Click a query to select it.

    The query name and ID appear in the boxes to the right. 

  3. In the Alias field, type an alias for the query.

  4. (Optional) In the Description field, type a text description of the query.

  5. (Optional) To modify the default filter of the query, click Advanced Filter Configuration. For details, see Add Advanced Filter Configuration for a Report Entry in Solution Manager.

  6. Click Add Conga Query to Solution Record.

    Solution Manager adds the query to the record. The query appears in the Selected Queries area.

  7. (Optional) Add additional existing queries to the record.

    Each solution can access up to 50 entries, in a combination of reports and queries.

  8. Click Return to Solution Record.

  9. Click Update Button to add your changes to the current button URL.