Skip to main content

#Conga Composer Template3 人正在讨论

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 个回答
  1. 9月3日 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.

0/9000

Hey all,

unfortunately Conga support is unavailable right now (can't login in community and can't call...) so I hope you can help.

I want to add write back tags onto my word document. It's a Checkbox field and the tag itself is working. But through Composer and Sign I have this huge empty space between the resolved box and the text (Checkbox is in front of text). How can I solve this issue?

That's my Tag: \wb1 {"apiName":"Werbeklausel_Telefon__c", "defaultValue": “{{VERTRAG_WERBEKLAUSEL_TELEFON}}“}\ 

Thank you so much!

Need help with Writeback Checkbox in Word Document

 

#Conga Sign  #Conga  #Conga Composer Template

5 个回答
  1. 2025年1月27日 08:50

    @Jan Tonnet

    this is the reply from Conga: 

    "I can see you are encountering an issue with Blank Space in your Conga Sign/Composer solution. The issue here is that the full length of the Writeback field is used, and static text is placed after the sentence. A recommended work around would be to please the Static Text before the writeback, or make the Writeback text font size equal one, as this does not affect the final box size. " 

     

    As putting the text in front of the Checkbox is no option, they suggest to use the smallest font size for the tag. Will try this.

0/9000

I'm trying to add a field onto a Conga template.  This field is Plaintiff_Attny_Name.  This field resides on our Claim object but is a lookup field to a contact record, Name.  I can't figure out how to format this field correct so that it populates the name on the Conga template.  I got it to a point where it would populate a salesforce ID, but that's it.    Any help with this is greatly appreciated!!

 

#Conga  #Conga Composer Template

1 个回答
  1. 2024年9月5日 18:00

    Hi, @Jason Kish, it might be easier to add a new formula field for the Contact Name on the Claim-object and use it in the Conga Template.

0/9000

Hi Folks,

 

We have a Conga document generation process that we've customized by forming the URL using inputs from a Visualforce (VF) page. In Conga document generation, there are two options: 'Save to Record' and 'Download.' When using 'Save to Record,' it redirects to the record page once the document is generated. However, when the 'Download' option is selected, it does not redirect to the record page; instead, it stays on the Conga Composer page after downloading the file. Is this the expected behavior, or can we customize it to show a message or redirect to the record page? Please share your thoughts.

#Conga #Conga Composer #Conga Composer Template

1 个回答
  1. 2024年11月6日 13:18

    Hi Karthikeyan,

    You can try lauching your Conga solution from a screenflow so you would be able to control final behavior thanks to a navigation button.

     

    May I take advantage of this to ask you how you were able to retreive your inputs from Visualforce page? My final template is a Word template and I can't retreive my VF page when trying the {{IMAGE: FieldName}} merge field.

    Thank you for your help

     

    #Conga Composer #VisualForce Page

0/9000

We have a button on invoice run that is used to send invoices to customers. This button uses conga trigger and Conga template (Not conga email template). Currently we are facing an issue with this job  that the Conga Trigger is consistently throwing the following error: "An error occurred while loading the template for id:0T_XXXXXXXXX". Does anyone has faced this before or have any idea about how to fix this? 

 

#Conga Composer Template  #Conga  #Conga Composer

6 个回答
  1. 2024年11月6日 00:56

    @Jenna Engelhardt @Aishwary Rawal I was sending email attachments on conga document generation. Found that the user I was using to send email as did not have the license, it was removed recently. So the error message is not completely accurate. You might have to check on multiple things mentioned here.  I suggest reaching out to conga support as well

0/9000

Hi folks,

 

I was using Conga Composer to generate a document in Word format that will be attached to the Account record. This is working as expected.

In the document, I have a table with a column that contains amount values represented like this: $120. At the end of the column, I am using the formula "{=SUM(Above)}" to sum the above values. This works as expected when we generate the document in Word and PDF, download it to the local system, and preview it. However, when we save it to the account and preview it from there, it shows an incorrect total value, displaying random values as mentioned in the screenshot. When we download the same document and previewed in local system it is showing data as expected.Issue while previewing the conga generated word document in SalesforceHas anyone faced similar issues? Any ideas on how to overcome this?

 

#Conga Composer #Conga   #Conga Composer Template 

2 个回答
  1. 2024年8月12日 12:45

    @Xander van Luijk Actually, it is showing the correct value when we download it. It is the Word document preview issue.

0/9000

Hi Folks,

 

 Once the document is generated, the options I chose were PDF and download, so the document is downloaded and the page stops at this stage (as mentioned in the screenshot). Once the document is generated, it should redirect to the previous page or record from where it was initiated. How can I achieve this? Has anyone faced the same issue? After generating the document, Conga is not redirecting to the record page

Thanks,

Karthikeyan K

 

#Conga #Conga Composer #Conga Composer Template

2 个回答
  1. 2024年7月17日 11:05

    @Naresh Koya Thanks for your response, Checked this already, and it is working if we choose to save the document in the record, if we choose to download then redirection is not working.

0/9000

I am writing to report an issue we are experiencing with our Conga Composer integration within Salesforce. Despite having the correct logic and configuration in place, the wrong file is being generated for a specific Opportunity. 

 

wrong file is generated instead of right file.

 

#Conga Composer Template

1 个回答
  1. Jenna Weiner (AgWest Farm Credit) Forum Ambassador
    2024年5月18日 00:36
    Have you tried contacting Conga directly about this issue?
0/9000

Hi all,

I have a configured product. When it is configured all the configuration is creted as Quoteline numbering 1,2,3..... But i want to print the Product Options as the sub lines under the Configured Product in the Template.

 

Is there a way to do it.

 

Thank you

Saritha

 

#Conga Composer  #Conga  #Conga Composer Template  #Conga Quote Generation

1 个回答
  1. Ines Garcia (get: Agile) Forum Ambassador
    2024年3月5日 11:04

    Hi Bhimu, is this as part of CPQ? oe something else?

    Have you asked @Conga? being a paid 3rd party app you have access to support

0/9000

In the Account object, there is one button. Once we click on that one the document is generated in Word format now I looking to update the logo.

#Conga Composer Template #Conga #Salesforce #Document Generation

1 个回答
0/9000