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#Conga Composer3 utenti parlano di questo argomento

I'm having issues with Conga Composer in Lightning.   The main issue is the tabled data not being pulled into the agreement.  Everything else with the agreement doc is working as expected using Conga composer in lightning.   The table in my word doc template below is not pulling in when using lighting.  It works fine in classic.   We use conga queries instead of reports. 

 

Any ideas? 

 Here is the conga button I updated for lightning. 

 

/apex/APXTConga4__Conga_Composer?serverUrl={!API.Partner_Server_URL_370}&id={!

Opportunity.Id

&QVar1ID=a0Lo000000IhAoV?pv0={{!

Opportunity.Id

}} 

&TemplateGroup=Agreements-Workforce Management 

&TemplateId={!CASE(TEXT(Opportunity.Solution__c),"Safety","a0M1J00000CLxJS","Safety Staffing","a0M1J00000CLk3x","a0Mo000000BcqClEAJ")},{QVar1} 

&queryid=[PerHour]a0L1J00000KNycQ?pv0={!

Opportunity.Id

&queryid=[PerDay]a0L1J00000KNyqr?pv0={!

Opportunity.Id

&queryid=[OneTime]a0L1J00000KO2vA?pv0={!

Opportunity.Id

&queryid= a0Lo000000JaTu4 

&queryid=[Annual]a0Lo000000JZlek?pv0={!

Opportunity.Id

&queryid=[Safety]a0Lo000000JaTu4?pv0={!

Opportunity.Id

&queryid=[Workforce Management]a0L1J00000KO3Hs?pv0={!

Opportunity.Id

&DocuSignVisible=1 

&DS4=0 

&DS5={!IF($

Profile.Name

="System Administrator","1","0")} 

&DS6={!IF($

Profile.Name

="System Administrator","0","1")} 

&DS8={!IF($

Profile.Name

="System Administrator","1","0")} 

&DS9={!IF($

Profile.Name

="System Administrator","0","1")} 

&DS9={!IF($

Profile.Name

="'System Admin-Waiver MFA' ","0","1")} 

&SC0=1 

&SC1=Attachments 

&FP0=1 

&OFN={!Opportunity.Account}+-+Sheakley+Workforce+Mgmt+Svs+Agreement 

&Qvar0Id=a0Lo0000006y1Yv 

&DocuSignR1Id={Qvar0} 

&DocuSignR1Type=Signer 

&DocuSignR1Role=Signer+1 

&DocuSignR1RoutingOrder=1 

&DocuSignR2Id=005o0000001E3CBAA0 

&DocuSignR2Type=Signer 

&DocuSignR2Role=Signer+2 

&DocuSignR2RoutingOrder=2 

&DocuSignExpireIn=30

 

#Trailhead  #Salesforce Admin  #Conga Composer

 

 

#Conga Composer Template  #Conga Composer Query

2 risposte
  1. 3 set, 09:11

    Hi @Scott Blase

     

    This is Conga Composer (AppExchange package) troubleshooting in scope, but different from core Apex/Flow. A few things jump out in your button before we even get to Lightning-specific causes. 

    Two issues I can already see in the URL itself: 

    1. &queryid= a0Lo000000JaTu4  no [Alias] prefix and no ?pv0= filter, unlike every other queryid param. That's either a leftover/duplicate or a copy-paste error — and it reuses the same ID as your [Safety] query below it, just without the alias or filter. An unaliased/unfiltered query like this can silently return the wrong (or zero) rows, or collide with the aliased dataset your template expects.
    2. &TemplateGroup=Agreements-Workforce Management has an unencoded space. Classic Salesforce sometimes tolerates this in URL buttons; Lightning's stricter parameter parsing may not, which can cause params after it to be misread depending on where it falls in the string.

    Since Conga confirms itself that a table not merging is a two-branch diagnosis (data-source problem vs. template problem), here's the order to check it in:

    1. Open the View Data Workbook: 
    2. Launch Composer from Lightning, open Tools & Settings > View Data, and check whether the table's dataset actually contains rows. If it's empty here, the problem is the data source (the Conga Query), not the template — skip straight to step 3.
    3.  If data IS present, check the template's TableStart/TableEnd alias: 
    4. Open the Word template and confirm the alias inside {{TableStart:Alias}} / {{TableEnd:Alias}} matches the bracketed alias on the queryid param exactly (e.g. [PerHour], [PerDay], [Safety]). A mismatch here is invisible in Classic if an older/report-based alias still happens to resolve, but breaks cleanly on Query-based Lightning setups.
    5.  Fix or remove the unaliased queryid 
    6. The param '&queryid= a0Lo000000JaTu4' (no alias, no pv0 filter, and reusing the same record ID as your [Safety] query) is almost certainly the culprit or at least a red flag. Give it a proper [Alias]?pv0={!Opportunity.Id} or delete it if it's leftover from an earlier version of the button. 
    7.  Confirm the button is OAuth-based, not session-ID based 
    8. Conga's own Lightning migration guidance requires URL buttons to be converted to OAuth buttons with Composer registered as a Connected App when moving from Classic to Lightning. If this button was carried over from Classic without that conversion, some data calls (especially secondary Conga Query calls for tables) can fail silently while the primary merge still works off the Opportunity Id alone. 
    9. Check Conga Query object sharing for the Lightning running user 
    10. Composer's query execution runs under the current user's sharing context. If the Conga Query (a0L) records or the underlying queried objects have sharing rules that differ for the user/profile combination used in Lightning vs Classic, the query can return zero rows for that user even though the query itself is valid.
    11.  Re-test one query at a time 
    12. Temporarily strip the button down to just the one queryid feeding the broken table, confirm it merges correctly, then add the others back one by one. This isolates whether it's a single bad query/alias or a systemic Lightning config issue.

    On step 1 or 2 since the rest of the doc works, auth/session is probably fine, so it's most likely either that malformed queryid param (step 3) or a template alias mismatch (step 2). Start with the View Data Workbook it'll tell you in 30 seconds whether you're chasing a query problem or a template problem. 

     

    I hope you find the above information helpful. If it does, please mark it as Best Answer to help others too.

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Hello,

 

I have a rep who has been able to send e-sign documents through Conga Composer in the past but is now getting an error. Other users can send the e-sign, but the error is reproduced when logging in as the user.

 

"ERROR: The CongaSign API is temporarily unavailable, please try again later."

Rep not able to send e-sign order formAny help is greatly appreciated! Thank you!

 

#Conga Composer

2 risposte
  1. 28 mag, 06:01

    Hi @Jonathan Kuskie

     

    This issue occurs when the Email Address parameter does not contain a value. In such cases, Conga Sign is unable to process the request and displays the error message: “The CongaSign API is temporarily unavailable, please try again later.” 

     

    Please ensure that the required Email Address parameter is populated before sending the e-sign document. 

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Hi Team,

As iam getting an error while generating document from quote button in conga for 7000 quotelines,Can some one please help me out on this is this possible in conga??

Error :   

Iam getting an error while generating document from Quote button in conga.

 

#Trailhead Challenges  #Conga Composer

1 risposta
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    8 apr, 10:24

    @Shiva Shankar Das chinta you can may try async mode by Configuring the tool to use Background Mode (e.g., Conga &DS7=12) so that synchronous time out limit can be bypassed

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Hi Team,

 

I need some assistance with the registration process for Conga certifications. Could someone please help me with this? 

 

#Conga Composer

1 risposta
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    23 mar, 17:01
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Lex Somers ha fatto una domanda in Conga

I am new to salesforce / conga, so apologies if I use incorrect terminology. 

 

I am attempting update a conga template by adding some extra merge fields that utilize Conga queries and the Conga solution UI to automatically fill in some values. My problem is that when I generate the document using a custom action button on one of our record pages, the merge fields I just added are not filing in, so it leaves a blank space where the values should be. There are other merge fields on the document that work correctly, its just the new ones I tried adding that are not populating on the generated document. 

 

Here is the conga button I'm using (some Ids and names have been changed for privacy):

/apex/APXTConga4__Conga_Composer?SolMgr=1&serverUrl={!API.Partner_Server_URL_520}&Id={!SCMC__Purchase_Order__c.Id}&QueryId=[PurchaseProject]0Q_XXXXXXXXXXXX,[SSA]0Q_XXXXXXXXXXXX%3Fpv0%3D{!SCMC__Purchase_Order__c.Id}~pv1%3DContract,[InitialPayment]0Q_XXXXXXXXXXXX%3Fpv0%3D{!SCMC__Purchase_Order__c.Id},[FinalPayment]0Q_XXXXXXXXXXXX%3Fpv0%3D{!SCMC__Purchase_Order__c.Id},[SecondPayment]0Q_XXXXXXXXXXXX%3Fpv0%3D{!SCMC__Purchase_Order__c.Id}&TemplateId=0T_117UAM183313&SC0=1&SC1=SalesforceFile&OFN=Contract_{!SCMC__Purchase_Order__c.Name}&RM=1&datatagenable=1&DS7=11

 

And here is the query:

SELECT SCMC__Unit_Cost__c FROM SCMC__Purchase_Order_Line_Item__c WHERE SCMC__Purchase_Order__c = '{pv0}' AND SCMC__Line_Number__c = '1' LIMIT 1

And in the Conga solution UI, I added pv0 = {!SCMC__Purchase_Order__c.Id} 

 

Finally, in my conga template, I'm trying to access the value of that query with this syntax but nothing ends up showing when I generate the document:

{{InitialPayment.SCMC__Unit_Cost__c}}

 

Did I set something up wrong or am I using the incorrect syntax, etc? Any advice would be appreciated.  

 

Also, another issue I'm having is I'm trying to use a merge field to access a field on the Master object (Master object type is 'SCMC__Purchase_Order__c' using this syntax:

{{Master.SCMC__Total_Value_of_PO__c}}

But again, this value is not populating when I generate the doc.  

 

And as a general note, I know for a fact that these values do exist on the relevant objects. I have the record pulled up and am looking at the fields and the corresponding values. 

 

#Conga Composer

 

#Salesforce Developer

 

#SOQL Queries

1 risposta
  1. 28 gen, 15:49

    check the conga quiries, normally when this used to happen I open it in the conga composer and make sure that I can see the fields there and just copy and paste

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what are the ways Available to generate the pdf with dynamic field values and is it possible to implement using Apex ?, (Right now using Conga Composer generating the Documents with different templates based on conga Queries) now i am looking to possibilities with free of cost appExchange App or any other ways to workout the same functionality  

 

please give your ideas it means a lot to my use case 

 

Thanks in advance 

MG

2 risposte
  1. 27 nov 2025, 12:54

    Yes, there are many document generation apps available on the appexchange. docuWeaver is one option that can do exactly what you’re looking for. It’s a paid application but its pricing is much more affordable than Conga. It also offers a trial, so you can explore it and get familiar with its features. 

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Hi, I am new to Conga and trying to crack some things and getting lost in their manual. I just need to map some fields and add specific merge field onto Email Subject or Body which seems like requires a lot of work.  

 

Questions: 

 

  1. What is required to map a Checkbox from signed document into Salesforce record that URL button was launched from? 
  2. Conga Email Templates
    1. How to remove attachment from the email when document is sent to sign?
    2. How to add "View Document" link?
    3. How to add notifications to sender the same way it works with standard CongaSign functionality

 

 

#Conga Composer  #Conga  #Conga Sign  #Conga Email Template

1 risposta
  1. 17 giu 2025, 07:45

    4. Add View Document link. Use {{CongaSign__SigningURL__c}} from the Conga Sign record in your email template.  

     

    How is it supposed to work? Where do I find this field? When i just place it in the Conga Email Template its treated as non existent field.  

     

    What object is that SigningURL__c on? I dont see that neither...

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Steve Cairney (Consultant) ha fatto una domanda in #Conga

Hi all, is it possible to add an alert to a custom "open conga" button (detail button page, display new window behaviour)? 

 

We have a use case where we need to remind the user to choose the correct Group when conga finally gets to the Adobe Sign page... 

 

#Conga

 

 

#Conga Composer

1 risposta
  1. 21 mag 2025, 17:13

     Yes, it’s absolutely possible to add an alert to a custom “Open Conga” button that’s a Detail Page Button with “Display in new window” behavior — you can do this by modifying the JavaScript in your custom button. 

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Just wondering if this is possible.  

All references to using Conga and a SF report refer more to using it to find all related records (creating a doc of all Opptys related to 'this' Account) 

I won't have a controlling object/record, just want to run a report of all Contacts who meet the report criteria at that time and to generate a document with the Contacts from the report listed in it.  

Is Conga Composer the right app for this? I can't find any Conga support email addresses, so thought I'd ask here first. Thanks!  

#Conga

 

#Conga Composer 

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2 risposte
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