Hi guys,
I am currently stuck with this requirement as I lack on coding skillset unfortunately. The context is the below:
- On the opportunity layout, there's a Conga URL button which lets users generate documents (via Conga).
- We want to make sure that every necessary fields are populated by users before they can successfully generate the document
- Here you can find the code:
/apex/APXTConga4__Conga_Composer
?serverUrl={!API.Partner_Server_URL_370}
&id={!Opportunity.Id}
&SC0=1
&SC1=SalesforceFile
&TemplateGroup=Mortgages
&QueryId=[Solicitors]a061t0000017B5ZAAU?pv0={!Opportunity.Id},[MortgageApplicants]a061t0000017B5eAAE?pv0={!Opportunity.Id},[Intermediary]a061t0000017B5tAAE?pv0={!Opportunity.Id
}
I thought about having a formula field which returns:
- 0 --> conditions are not met, hence custom button throwing an error
- 1 --> conditions are met, hence custom button not throwing an error and letting users generate the Conga document
However, I am not sure how to get the logic working on the custom URL button.
Thanks a lot for all your help!
HI Niccolo,
A bit of a workaround, but you coudl create a separate record type and a separate page layout with the button, while your original page layout woudl not have the button.
Create a process builder so that when all the fields are populated, the record type changes, hence the page layout changes and shows the button
