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Chris Leszka (Informa Connect) ha fatto una domanda in Conga

I'm trying to apply some additional parameters to filter down our list of templates to choose from when creating a contract, and am struggling to get the TNC (Template Name Contains) parameter to work.  Has anyone used this successfull that can share an example of the syntax you used so I can see if I'm using it correctly?  Conga Documentation doesn't include an example for this parameter unfortunately.

2 risposte
  1. 29 apr 2025, 12:46

    Using the TNC parameter I did not, but what I ended up doing is adding a field to the Conga Templates object where I could catagorize the templates and then added the following line to my button parameters: 

     

    &TemplateGroup={!IF(Opportunity.Conga_User_Role__c="Corporate","Sales,Marketing,Admin",Opportunity.Conga_User_Role__c)} 

     

    This way the templates designated for a single team are all that appear for users under than team role. 

     

    Hope this helps

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