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Conga Support

Add Contract Families to Page Layout

This page applies to: Conga Contracts for Salesforce
This page applies to: Conga Contracts Business Edition

Contract Families is a visual hierarchy that can be added to Salesforce Page Layouts to make it easy to manage large or complex agreement hierarchy structures. Contract Families displays a hierarchical view of related contracts making it easy to group related contracts and navigate more easily.

To add Contract Families to your Contract Page Layout:

  1. Navigate to a Contract record and click Edit Layout.
  2. Click Visualforce Pages.
  3. Drag and drop apxt_contractFamilyViewer on to the page layout.
  4. Click Save.

You can create a new section on the layout for Contract Families.