- Conga word merge fields My recommendation is a custom checkbox formula field with a case function. IF the field C2G__CODAINVOICE_WIBU_TICKET is EITHER blank or contains the value "No Order case linked", than it should be blank on the document. March 21, 2025. The syntax for what we call a text-based merge field is as follows: Conga Composer lets you customize and format template documents with special merge fields. I would create a Boolean formula field for the null check and use that in the template. This common issue can hinder your document generation processes Conga Composer Formula using Merge Field When my merge field IF statement is false, then I display nothing, "" but when true I display several paragraphs. We have been using Conga Merge for Salesforce for 2 years. When you generate a contract document, the values of the fields are retrieved from the contract record and populated in the document. Conga Composer lets you customize and format template documents with special merge fields. RowCount in Word. Ei usu accusam detraxit, eos eu libris delenit labores. You can hide a table that has no data rows from Fields represent the contractual terms and metadata from your contract record in Conga CLM. Dynamically adjusts date fields to a future or past value. Special Merge Fields in Word Templates; ADJUST (Dynamic Dates) in Word; AutoSum(Above) in Word; Apply the CHECKBOX: Option to a Merge Field When you apply the CHECKBOX: option to a merge field, Conga Composer will create a square in place of the merge field. SUM(ABOVE) in Word. Special Merge Fields in Word; list_alt Show Contents. This is invaluable, particularl. For example, you could display the date 30-days past an Opportunity Close Date. The spaces represented in the field constructions are all required. Composer. You can see we’ve our query alias With Conga Mail Merge, you can retrieve data from Salesforce by entering search criteria, using specially configured Salesforce reports, or by employing Conga Queries. Word provides several formatting switches (also called picture switches or appearance parameters) that affect the appearance of your merged data. This can be done using the {{AUTOSUM(ABOVE)}} merge field, which is ideal in the following situations: You can use the Template Builder to add these picture switches to your merge fields so the merged data is correctly formatted in your output file. To create a Word merge field: Conga Composer lets you customize and format template documents with special merge fields. Et nusquam eligendi ius. Composer - HYPERLINK prefix in Word. chevron_right. To continue creating the template, you must map the merge fields in the document to Conga Contracts fields in the Contract and Company Profiles. e. In this lesson, you’ll learn how Conga Template Builder lets you automate document customization by creating merge fields in your existing Word About Template Builder: Conga provides template builder to access the merge fields created through conga query. You can use picture switches to format: Date Values; Number Values; Numbers as Text; You can manually add a picture switch to your field by simply typing it into your merge field in Word. Cause: The merge field syntax in your template may be incorrect. Checkboxes are not selected if the field value contains: Any merge fields that do not include this prefix will be populated with data, but not editable in the output file. You can create a checkbox field for each value of a multi-value picklist field. I applaud the approach of making sure you are not creating unnecessary fields but this one may be justified. I´m not getting the formula working properly and I hope the community can provide me with some ideas how to solve my problem. Once you upload a Microsoft Word document as a creation template, and map the merge fields in the document to system and additional fields in the Contract and Company Profiles, you must also map any merge field in the document that corresponds to a field in an additional form that has been added to Conga Contracts. IF the field has any different value, it should show "Get your License here:". e. Then you can indicate which picklist values should equal false and which ones should equal true. EDIT: Conga Composer If Statements for word You can merge checkboxes into Conga documents, but I doubt Conga can perform the pick list logic for you. Merge fields are placeholders in a Word document that are populated with data from Salesforce using Conga Composer. Examples using both types of syntax are displayed below. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright Special merge fields allow you to use advanced functionality in Word templates. This is also useful in displaying the values from a multi-select picklist field in a more attractive Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. '« »') - they're part of the actual mergefields, which you can insert from the 'Insert Merge Field' dropdown. Type a space and picture switch. In performing merges that include detail regions, you may wish to include the total of a numeric column. k. Example: {{ACCOUNT_CREATEDDATE \@ MM/dd/yy}} Conga Composer "IF" Merge Field Problem, Please Help! Here is the formula that it has been created in (i. The syntax for what we call a text-based merge Conga Composer lets you customize and format template documents with special merge fields. For example, you can replace new line characters in an address field with commas. They are also called "merge fields". To use this feature, you must have a Conga Composer button that contains the WPD parameter value: &WPD=1. chevron_left chevron_right The text-based merge field syntax is referenced within the Clause's and Managed Clause's Text field. Now we can then replace the Mergefield1 text with a word traditional merge field using insert / quick parts / field then mergefield. Composer for Salesforce. Contracts. For more information, see Format Date Values. (Conga Mail Merge supports only Word Conga Composer can merge data from child objects of your master object by using Conga Queries. If the TEXTBOX merge field is inside of a Word text box the field is not editable. Usage Example: This article will provide a detailed overview of how to handle extra lines in merge fields when working with Word documents in Conga Composer. You can retrieve multiple records from a child object (such as quote line items) and then designate an area on your template that will dynamically accommodate the number of line items (or other child records) that are present. results) you wish to number. Special Merge Fields in Word. Merge Field Notes Adjust Dynamically adjusts date fields to a future or past value. When you include the Watermark option to a merge field, Conga Composer will create a document watermark across the background of an output document. When a Word document is generated using Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. Conga Composer can Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. A space is required between @SEQ and DatasetName . Example: {=VALUE /* DollarText} When inserting merge fields for agreement RecordType or RecordTypeId into a document, you must include both merge fields for recordtype and recordtypeid, otherwise when the template gets saved to salesforce, the merge field for RecordType will not be saved to Salesforce and will not get resolved correctly by the Apttus Merge Server. Below is a list of some of the common special merge fields: Adjust - Adjust a date into the future or past (useful in automatically creating due dates 30 days into the future). Lorem ipsum dolor sit amet, at eum alii brute ignota. Community Once you upload a Microsoft Word document as a Creation Template, the Creation Template Edit screen displays. The actual field value Access answers and resources to optimize your use of Conga's products. All the fields inside or around the IF statement can be either Word or text-based merge fields, but the IF statement itself must be a Word merge field. If you’re using Conga Composer within Salesforce and find that your merge fields are not working as expected, you’re not alone. Following is my syntax on the MS Word template: {Skip to main content. The syntax for what we call a text-based merge Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. Once you upload a Microsoft Word document as a creation template, map the merge fields in the document to system and additional fields in the Contract and Company Profiles, and map any additional form fields, you must then map any merge field The at symbol @ is required and differentiates Conga Composer’s text-based Sequence field from Word’s built-in Sequence field. Traditional Merge Fields . Alternately, you can manually add a picture switch to your field by simply typing it into your merge field in the HTML email template. The Managed Clause's Text field is then referenced into a Conga Composer Word Template through an associated SOQL Query. Start Merge Field is True. you use VBA to do your merge, with or without the MailMerge Events. This data is called detail data. The "AUTOSUM(ABOVE)" merge field is used as a substitute for a "{=SUM(ABOVE)}" field in the following situations. Suppose your merge field is called "mytext" and you are searching for the word "difficult". You can display the number of rows in a set d. This is invaluable, particularl Insert merge fields into the Word document for all contract variables that need to be mapped to a field in the Contract Profile or Company you are ready to upload the document as a creation template and map the merge fields in the document to Conga Contracts fields. The ROW_NUMBER field numbers each line item in a detail dataset and is included by default in every report or query dataset. Do not use the &RTLFont=1 parameter in conjunction with the RTL: merge field prefix. What is a merge field? You can insert merge fields and modify text by selecting a word or text area on your document. Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. These merge fields allow users to define For columns from the Master dataset, the Org dataset, or the User dataset, create merge fields wherever you want them according to the instructions below. DatasetName : DatasetName is the name of the dataset (example:\ Contacts) as it appears in the Template Builder whose rows (a. ; Checkbox - Create a check box that is either selected or deselected based on the value of the merge field. For example, <<ACCOUNT_NAME>> Local Templates . Attendees are Rose, Sean, Pablo. Format merge data Word fields with picture switches or appearance parameters. Word templates that include right-to-left languages are better supported by Conga Composer®’s PDF rendering Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. Footer Section. The ADJUST: prefix works with any Salesforce date field or the Conga TODAY or NOW fields from the System dataset, which is provided by default in the Template Builder. Special merge fields for Word templates. On merge, the field values are separated by a comma. TableHide in Word. Special Merge Fields in Word; Advanced Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. It helps you to test that the merged fields are correctly populated in the generated document. Insert this field into any detail region in the template to number the results in the merged output file. Templates stored on a user's local drive instead of in the Conga Template object in Salesforce. chevron_left chevron_right. Access answers and resources to optimize your use of Conga's products. Then you must nest your merge fields inside of your formula: { =(«Amount 1» * «Quantity 1») / 100 } When you merge your document, Conga maps the values to the merge fields and Microsoft Word executes the How to Create IF Fields in a Microsoft Word Template; How to Create Nested Tables in Word Templates; How to Embed Non-Standard Fonts in Conga Word Templates; How to Use Bookmarks and References in Word Templates; How to Compare Two Values in Word Templates using IF Statements; Inserting IF Statements into a Word Template with Word for Mac Hi All, I'm facing an issue with setting up an IF statement in MS Word to display text only when the value of a merged field from Conga is equal to 3. Syntax: {{Row Number}} Notes: This merge field must be placed in the far left column of a data table. The syntax for what we call a text-based merge Format merge data Word fields with picture switches or appearance parameters. You can apply a watermark to your Word template by using the WATERMARK: field prefix option. On solution page, use button “Access template builder” to access below page. Understanding Merge Fields in Conga Composer. Cheers Paul Edstein (Fmr MS MVP The REPLACE merge field prefix lets you replace one value for another. Administrator Guide. Community. IF statements can use Word merge fields or text-based merge fields, with one exception: the IF statement itself must be a Word merge field. you use an INCLUDETEXT field (this approach also requires that you use an external file). In Part 1 of this training series, you learned how to create a Composer solution and gather data from Salesforce using Conga Query Builder. share. To manually add a picture switch to a merge field: Click after the merge field name, but inside the double curly braces. Explore. ** Note: May be used with =SUM fields, in addition to merge fields ** Number Value In Words: Formats the value according to the Salesforce Locale, converts a number value into words. Access answers and Learn how to use Conga Composer with Microsoft Word template, how to build merge fields in Word for your Conga Composer template and how to upload finished C You should be able to do this with a field constructed as any of: {IF{MERGEFIELD OPPORTUNITY_LINEITEM_M_IN}>= 10 {MERGEFIELD About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright To handle extra lines in merge fields when populating tables, Conga Composer provides the TableStart and TableEnd merge fields. For more information, see Format Special merge fields for Word templates. a. After the data retrieval, Conga Mail Merge then merges the data into a Word template to produce tens, hundreds or thousands of documents. Checkboxes for Multi-Select Picklist Fields in Word. The square will either be selected (checked) or not (cleared), depending on the value of the merge field. The parameter specifies that the entire template should be merged in right-to-left text and will cause errors when used along with the RTL: prefix. This is the recommended method of merging images to Word® documents when using a publicly accessible image. IncludePicture in Word. Microsoft. January 2, 2025. You can adjust a date merge field by including the ADJUST: prefix. Conga logic within the merge field is very limited. Checkbox Include a checkbox that i In Conga Composer solutions, you can override the Salesforce Locale with the “CurrencyCulture” or “Culture” parameter. Approach (a) is the only one that does not rely on either VBA or "something outside Word". The X-Author Word add-in has support for inserting smart merge fields into an agreement or clause template. Solution : Verify Field Names : Ensure that the field names in your template match exactly with the Salesforce I am using Conga Composer to "build" the Word Doc, and the Merge Field is coming from a Conga Query, hence the "TableStart" & "TableEnd" merge fields. chevron_left. Merge Fields inserted into the Word document using Word merge field functionality. Usage Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform.