If you are on an older version of Trigger you might need to upgrade, otherwise, these instructions apply to you: If you are trying to convert an OAuth button, Formula Builder does not recognize it. The current recommendation is to convert to a non-OAuth button, create the formula with Formula Builder, then change the button back.
Unlike a Conga Composer button or link which contains a URL with various parameters to define your merge operation, Conga Batch uses a formula field on your Master Object to host those instructions. Use the Conga Formula Builder to convert a working Conga Composer button or link into a Salesforce formula field used by Conga Batch.
If you prefer to build your formula field manually, see How to Manually Convert a Conga Composer Button into a Conga Batch Formula Field.
To convert a Conga Composer button to a formula field using the Conga Formula Builder:
Click the Formula Builder button to launch the Conga Formula Builder.
Choose the Master Object from the drop-down menu. The Master Object is the object where your Conga Composer button or link is located.
The Master Object is pre-selected if you have entered aor in Master Object Source on the Conga Batch record.
Select your desired Output Mode. This adds a corresponding QMode parameter to your formula field.
Additional parameters may be required based on the Output Mode selected. You may need to modify your Conga Composer button/link to include those required parameters. For more information, see Determine How Conga Batch Will Deliver the Merged Output Files.
If your Conga Composer button includes a DS7 parameter (to run Composer in background mode), the Output Mode is pre-selected to match the background mode behavior.
- Important Notes about Google Output Modes:
- The Output Modes “Attach the output to Google Drive” and “Convert the output to a Google Doc” require a Google Refresh Token, which is configured from the Conga Batch Setup tab.
- The merged output files from Google Drive or Google Doc Output Modes are stored in the Google account of the user who creates the Google Refresh Token.
- Conga Composer buttons or links configured to save a copy of the merged output file to Google Drive will include the parameters &SC0=1 and &SC1=Google. However, if these parameters are maintained in the Conga Batch formula field and “Attach the output to Google Drive” is the Output Mode, Conga Batch will store two copies of each merged output file in Google Drive (one from the &SC0=1 and &SC1=Google parameters, and one from the “Attach the output to Google Drive” Output Mode). Therefore, if “Attach the output to Google Drive” is your desired Output Mode, you should remove the &SC0=1 and &SC1=Google parameters from your Conga Batch formula field.
In the Button / Link area, in the box, select the Conga Composer solution.
The button or link automatically converts to a formula field and display in the left pane for Formula / URL.
(Optional) Clear thebox to toggle back to the URL view of the button / link.
In the Formula Field area, rename your button by typing a name in thebox.
We recommend “Conga Batch [Output Mode] [Name of Composer solution],” for example, “Conga Batch Email Proposal.”
A dialog box confirms creation of the field and asking if you’d like to update the Conga Batch record:
Salesforce Professional Edition customers will not be able to use the Create Field button to have Conga Batch create the formula field automatically (due to API limitations). Instead, copy the contents of the Formula / URL pane and manually create the formula field in Salesforce Setup on your Master Object. Lastly, enter the API name of this field into the URL Field Name field on the Conga Batch record (seen below in step 9).
Clickto edit field-level security of the newly-created formula field.
Clickto update the field without editing field-level security. Then, skip to step 14.
Field-level security for your formula field opens in a new browser tab.
Edit as necessary and save changes.
If you do not change your field-level security, your solution will not work (you will receive the error message "Object Reference not set to an instance of an object." You must edit field-level security even if the person creating the formula field has a Standard Salesforce Administrator profile.
Return to the Formula Builder browser tab.
Clickto close the confirmation dialog box.
- In Salesforce instances on Enterprise Edition and higher, this formula field is not added to the Master Object’s page layout; rest assured, Conga Batch functions correctly without the field on the page layout. However, for testing purposes you may want the field displayed on the page layout, at least temporarily.
- Salesforce Professional Edition customers must place the formula field on the Master Object’s page layout.
- If you put the formula field on a page layout and would like to keep it there, we find it helpful to position it within a new section on the page layout so the section may be collapsed as desired.