In the Opportunities object I created a Checkbox field labeled "Recommendation_Test" .
Question - Is there a way to create a Conga Button with parameters in the Recommendation object, where the button will only trigger if the Recommendation_Test checkbox = TRUE on the Opportunity related record? If yes, could you please explain to me what method(s) ( parameters , Conga workflow, etc) I should use? Can I use the DC parameter https://support.getconga.com/Conga_Composer/Composer_Parameters/Composer_Parameter_Guide/DC ?
2 answers
I found a solution. I created a cross-object formula checkbox field on the Recommendation object that captures a value from a checkbox field in Opportunity.
Then I added a &DC parameter in the Conga Button to reference the cross-object formula checkbox field, view below.
&DC={!IF(Recommendation__c.Recommendation_Test__c = TRUE, "0","1")}
&DCL=Recommedation+Test+checkbox+need+to+be+selected+In+Opportunity+record+before+sending+document.
This works great!, thanks for sending me your suggestion.
Regards,
