Conga recommends the use of the Hyperlink Formula Field technique as a first step whenever challenges arise in the use of Conga Batch. This hyperlink field will be placed on the Master Object page layout and allows the system administrator to run the Conga Batch process without having to invoke the Salesforce batch process. The hyperlink field launches the Conga Composer user interface, but runs the Conga Batch solution, thus providing all of the user interface capabilities of Conga Composer (such as the View Data workbook, templates, user license status, and error messages) while running Conga Batch.
This approach also helps identify problems associated with access to templates, reports and queries that can cause Conga Batch process failures resulting from Salesforce session timeouts.
To create a hyperlink formula field to troubleshoot a
Create a custom formula field on your Master Object.
In the Field Label box, enter and the solution name.
In the Formula Return Type area, click .
Click the Advanced Formula tab and, in the Functions area, select , and click .
In the HYPERLINK function string, replace url with the following:
For Conga Batch:
Lightning: "/apex/APXTConga4__Conga_Composer?ServerURL=" + $Api.Partner_Server_URL_370 + Classic: "https://composer.congamerge.com/composer8/index.html?SessionId=" + $Api.Session_ID + "&ServerURL=" + $Api.Partner_Server_URL_290 +
Enter a new line after the URL and enter the API name of the formula field.
Clickto insert the field.
In the HYPERLINK function string, replace friendly_name with the name of your hyperlink as it will appear on the page layout.
In the HYPERLINK function string, delete [, target].
If you’re using Salesforce Professional Edition, the hyperlink troubleshooting field will be visible to all users due the lack of field-level security. Therefore, we recommend including the &DC (Disable Conga Composer) parameter with an IF function to limit access to this field to System Administrators only:
"&DC=" + IF( $Profile.Name = "System Administrator", "0", "1")
Your full hyperlink formula field would then be:
Lightning: "/apex/APXTConga4__Conga_Composer?ServerURL=" + $Api.Partner_Server_URL_370 + Conga_Workflow_Invoice_Email__c, "Test Conga Trigger via User Interface") Classic: HYPERLINK("https://composer.congamerge.com/?SessionId=" + $Api.Session_ID + "&ServerURL=" + $Api.Partner_Server_URL_290 + Conga_Workflow_Invoice_Email__c, "Test Conga Trigger via User Interface")
Clickto establish field-level security.
We recommend making this field visible to only the System Administrator profile.
Add the field to the appropriate page layouts.
You now have a hyperlink field on your Master Object page layout to run your solution without having to initiate the Salesforce batch process.
You can use this troubleshooting link to launch
Conga Batch through the Composer user interface to view error messages, download the View Data workbook, and so on. orConga Trigger
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