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Conga Support

Add Select Primary Document Button to Standard or Custom Objects

This page applies to: Conga Contracts for Salesforce

 The Select Primary Document button is automatically created on the Contracts object upon install. The following steps are necessary when using Conga Contracts for Salesforce on an object other than the Contracts object.

The Select Primary Document button is added to the Contracts object as part of the setup process. The Select Primary Document button is only needed when there are multiple documents attached to a Contract record, not multiple versions. When there are multiple versions of a document, Conga Contracts for Salesforce selects the most recent by default.

When there is more than one document saved on a Contract record, the Select Primary Document button will select the document to use in your negotiation process.

To add the button to another object, do the following:

  1. Click Setup > Customize > YOUR OBJECT > Buttons, Links, and Actions. Click New Button or Link
  2. In the Label box, type Select Primary Document.
  3. For Display Type, select Detail Page Button.
  4. In the Behavior list, select Display in existing window without sidebar or header.
  5. In the Content Source, select URL.
  6. In the text box, copy and paste the following code:

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

For an Opportunity, you would use: {!URLFOR($Action.Contract.APXT_Redlining__Select_Primary_Document, null, [altId=Opportunity.Id], false)}