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Conga Support

Add View Redlines Button to Standard or Custom Objects

This page applies to: Conga Contracts for Salesforce

Conga Contracts for Salesforce functionality can be used on objects other than Contracts. To do so, you will need to add Conga Contracts for Salesforce buttons to those objects.  

To add View Redlines button to another object:

 To add the Select Primary Document button to another object, see Add Select Primary Document Button to Standard or Custom Objects

  1. In Salesforce, click Setup.
  2. Click Customize.
  3. Click the appropriate object, for example: Opportunities.
  4. Click Buttons, Links, and Actions.
  5. Click New Button or Link.
  6. Add the following information:
    • Label = View Redlines
    • Name = default from Label
    • Display Type = Detail Page button
    • Behavior = Display in existing window without sidebar or header
    • Content Source = URL
    • Formula = {!URLFOR( $Action.Contract.APXT_Redlining__View_Redlines, null, [altId=THISOBJECT.Id], false)}

      thisObject.Id - is Id of the object to which you want to add the button (such as Account.ID - see example below)

      The standard View Redlines button on an Account would look like this:

      {!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=Account.Id], false)}

      The customizable View Redlines button on an Account would look like this, where the Save PDF button is disabled in the View Redlines interface:

      {!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=Account.Id, disableOpenInWord=false, disableNegotiate=false, disableTrueUp=false, disableSavePDF=true], false)}

  7. Click Save.
  8. Add the button to your desired page layout.