Conga

Hi everyone, 

I’m trying to create a layout in Excel where the first row appears as a single column (like a header), and the next row has two separate columns beneath it. But I'm not able to achieve the desired output layout. I have attached the example of layouts for reference. 

Need this as output layout:   Group by Contact Name field. 

My conga excel template:

Thanks in advance for any guidance! 

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. 

hello to all

I am trying to send contract using conga for contract generation and adobe sing for contract sign. i have created conga template and added the id to the Conga button, which is working fine but on adobe sign screen it is not showing my conga template. please check the screenshot for butter understanding 

could anyone please help.

When I try to insert a clause in x author this error appears! 

I had tried to change the clause but the organization does not have the updated conga resources. So I tried to do it manually. 

Changing the file that is inserted in this tab. 

But after that the error appeared. Does anyone know how to solve this? 

Is it possible to join Queries on Conga? I'm testing out different reporting solutions and want to know if Conga will meet my needs.

Lets say I want to run a series of queries that with the final result being:  Give me all Accounts that have bought a specific line of products in the past 5 years, and who do not have open cases.

My idea is to run something like:

Query 1 - Select AccountID from Case where Status = 'Open'

Query 2 - Select AccountID *and other fields* from Opportunity where Product_Line__c = 'Product Line' and AccountID not in Query 1.

Ideally I'd like to pull in another custom object related to Accounts. So something like:

Query 1 - Select AccountID from Case where Status = 'Open'

Query 2 - Select AccountID *and other fields* from Opportunity where Product_Line__c = 'Product Line' and AccountID not in 'Query 1'

Query 3 - Select AccountID *and other fields* from Custom_Object__c where AccountID in 'Query 2'

I can build all the individual queries in Conga. Where I'm running into trouble is the combining them part. I know you can do "pv0= AccountID". Will something like this work [Select ... Where AccountID Not in {Query 1 Alias}]?

@Conga