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Conga Support

Create Manage Clauses Button on the Managed Clauses Object

This page applies to: Conga Contracts for Salesforce

A Manage Clauses button needs to be created on the Manage Clauses object so you can reorder Managed Clauses.

To create a Manage clause button on the Manage Clauses object:

  1. Click Setup.
  2. In the sidebar, navigate to Build > Create >  Objects > Managed Clause > Buttons, Links, and Actions. Click New Button or Link.
  3. In the Label box, type the name of your button, for example: Manage Clauses or Clause Selector
  4. For Display Type, select List Button.
  5. Un-check the checkbox for Display Checkboxes (for Multi-Record Selection).
  6. In the Behavior list, select Display in existing window without sidebar or header .
  7. In the Button or Link URL field, paste the following:
    {!URLFOR($Action.APXT_Redlining__Clause_Bundle__c.APXT_Redlining__Select_Clauses, null, [altId=thisObject.Id], false)}

    thisObject.Id - is the Id of the object on which you want to add the button like Opportunity.ID
  8. Click Save. Click OK.