Conga query examples

Conga query examples. The single braces ({ }) on either end of the IF statement indicate the beginning and end of a Word merge field when the field codes are toggled open. Using the Query Template tab, create a Query Template. Creating an External Data Query. Include a Conga Query in a Conga Composer Button or Link. Conga Composer can merge data from child objects of your master object by using Conga Queries. M Displays the month as a number without a leading zero for single-digit months. A Conga authentication token is required when you submit a request to merge a document or check the merge request status. The OData service must support the neces Step 1: Prepare Template and Queries. If you already have a SOQL query, you can enter it into the SOQL Select Statement field. Below is a screenshot of an example Conga Query record. '|'Prof. Example of two Queries: &QueryId= [contacts]a00143532453dg32, [cases]a00143532453dg32. Attach File. Use QVARs in your Conga Composer solutions. If it's not, do not show anything. 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 In fact, I don't use query builder any more, I just write my query. In this case, the desired layout for each record is a two-row, four-column table (the “repeating table”) that will be repeated for each item retrieved by a Salesforce report (or SOQL query) configured for use with a Conga Composer® solution: Best Practices: Report Naming Conventions. Once all the Salesforce records for each Conga Solution, Conga Template, Conga Email Template, and Conga Query are migrated to an org, the Conga Solutions are ready for use. Convert Leads. Example SOQL Query for QVar: Example of Decision Makers (Contact Roles) on an Opportunity: The above SOQL query will return all three email addresses. This data is called detail data. See the examples below for example External Data query syntax. To access this data in merge fields, you'll need to specify which table you are trying to access, such as The query retrieves a specific number of records in the position specified by the values passed through the pv1 and pv2 filters. This field is placed in the first cell in the table. Rather than: OPPORTUNITY_AMOUNT. Each OData Conga Query you create will be appended to an individual external data source previously created. February is sh. The query filter document specifies the criteria for selecting the documents. users. While Salesforce Reports are useful to gather data for Composer solutions, it is highly recommended to use Conga Queries due to better data gathering performance, versatility, and stability. You can turn off table borders to “hide” cells if needed. You must pick one method for your template. Example of two Queries: &QueryId=[contacts]a00143532453dg32,[cases]a00143532453dg32 This article walks through creating a Conga Query using OData syntax to query your external data sources. Example #2 - List The First 5 Rows of a Result Set. Conga Composer will retrieve a query that contains a maximum of 2,500 rows. addCustomAction({ "itemID": "CongaQuery", fieldName Jul 8, 2015 · Learn the basics of Salesforce SOQL queries - reasons to use SOQL queries in your Conga Composer solution and the basic syntax of a SOQL query. You will use those in the merge field syntax for your Word Template in step 4 below (Optional) Edit the Conga Query record in a separate tab and add the alias to the title of the query record in order to make it easier to find later. The OData service must support the neces Nested SOQL Queries. Ensure there are no spaces. Example scenario: If the Opportunity Amount is greater than $10,000, show information about a complimentary service package. For our example, we will call ours Contacts. Please see the examples following this table. (Optional) Include a “Query Alias”: You can supply an alias for a Report (or Query) to override the default name. Each OLI is a product that belongs to a different product family: apps, services, and training. Follow these guidelines when adding an alias: The alias must Oct 15, 2015 · Here’s how: Copy the Salesforce Record Id of the Conga Query record. QVars QVars (Querystring Variable) allow users to reference the results of Conga Queries as the value of other parameters in the same Composer solution. Use these code examples to create custom actions for managing records in Conga Grid℠. The example below is for a related list of Contacts, but the concept is applicable to any list. The benefit of QVars is referencing gathered data for use Sep 8, 2015 · When working with Conga Composer and Word Templates you have the option to customize your templates and data around conditional terms. Below is a basic example using Word merge fields as Expressions. Jul 11, 2023 · To find documents that match a condition, you can use the find() method with a query filter document as an argument. Each QVar is represented as an individual parameter, such as QVar0ID, QVar1ID, and QVar2ID. Add the alias by typing the name between the "=" and the first character in the query Id, then surround the name with "[" and "]". Using Detail Data in Word. Hypernavigate Selected Cases from Cases. Add a new Query Template Qualifier, provide the following information, and click Save. Add Case Comments from Cases. Expression1 and Expression2. var templateId = 'a2to0000000YX8d';var queryId = 'a2lo0000000u0pl';var label = 'Conga PV (or pv) stands for parameter value, which is a value that can be passed into a filter on a Salesforce report or Conga query. Nested SOQL queries can be used with Composer to create nested detail regions in your Word document output. In both scenarios, you can use Word merge fields or text-based merge fields, with one exception: the IF statement Example SOQL Query for QVar: Example of Decision Makers (Contact Roles) on an Opportunity: The above SOQL query will return all three email addresses. {{TableEnd}} closes the set of repeating data. Use OData query syntax here instead of Usage: See the tables below for example usage, syntax, and output. External Data query syntax is different than the SOQL Query syntax used to gather data in Salesforce. 25 Advanced SQL Query Examples with Explanations. Use OData query syntax here instead of SOQL. Include the FieldDataSource parameter into your Composer Solution or Button. This functionality is supported in Microsoft Word templates only. Then in the query you will probably also need to remove the quotes from {pv1} Don't know of any Conga Composer SMEs out here but wanted to ask. Example External Data Queries. If you have your own, update the button code. addCustomAction({ "itemID": "CongaQuery", fieldName To merge JSON data. The OData service must support the neces To create a Conga Query. Example #3 - List the Last 5 Rows of a Result Set. Field. For example, Amendment. Prevent Auto-Incrementing Column Name Conga Queries are used any time you need to access child object data or need to access data that is not on your master object. find({role: "admin"}) You can also use comparison operators, logical PV (or pv) stands for parameter value, which is a value that can be passed into a filter on a Salesforce report or Conga query. Click View Data. The date formatting picture switch begins with \@, followed by any combination of the following parameters. SELECT ID, FirstName, LastName FROM Contact WHERE AccountId = ‘{pv0}’. Edit your Conga Composer button. The number formatting picture switch begins with \#, followed by any combination of the following parameters. The Query Template has two Related Lists: Qualifiers and Filters. The TableGroup function is limited to one merge field per table. This parameter is required to use QVars in a Composer solution. The final step of the process is to include the Id of the Conga Query record in your Conga Composer® button or link. This article walks through creating a Conga Query using OData syntax to query your external data sources. Conga Queries allow you to take your Conga Composer solutions to new heights. Click Conga Query Builder. Your Word template would look like this: {{TableStart}} initiates the set of repeating data. Example: Components of an IF Field. The OData service must support the neces In the example below, we will show in detail the best practice method for creating IF statements. See About Conga Query Manager for more information. Note: The number of columns in the row with the SUM(ABOVE) field must match the number of columns in the rows above it. Enter the information for your Conga Query using the following: Name: A name for this Conga Query. addCustomAction({ "itemID": "CongaQuery", fieldName Pass Multiple Values into a Query. To configure pricing and quoting: Install Conga Grid, Conga Composer, and Conga Sign. The first filter on a report or query is called pv0, the second pv1, the third pv2, and so on. Here’s how: Copy the Salesforce Record Id of the Conga Query record. It will pass the records into a single Conga Composer solution so that you can merge the records into one document. When Conga Composer populates a numeric value, the digit grouping symbol (the thousands separator) is defined according to your Locale settings (as defined in Salesforce’s Setup → Personal Information) or according to the Culture or This example is applicable to any Conga Template, Conga Email Template, and Conga Query record referenced in a Conga Solution with its respective Key field's external Id. Create an Agreement type template to be used in amendment situations. To use Rowburner, create a Conga Query that returns no data when your row or content should be hidden. To separate each email address with commas, it requires the QVar0Format parameter. The invoice template below is an example taken from the Template Library. Type a Name and Description. The OData service must support the neces Below is a basic example using Word merge fields as Expressions. Example parameter configuration: The Conga Query ID is referenced with &QVar2Id. This field is placed at the end of the Include a Conga Query in a Conga Composer Button or Link. Carefully note the template's unique key values. Opportunity Rowburner Example. In the conga button you should be able to wrap the field in a DATEVALUE () function to convert datetime to the required date type. For example, to find all users who have the role of "admin", you can use: db. Usage and Syntax in a Table: Creating an External Data Query. It illustrates how a template document can use several elements, such as tables (with and without borders and coloring), groups of repeating data, calculations, conditional statements, and other field formatting to produce a seamless and customized invoice at merge time. Use any keyword in the keywords field. Nested SOQL Queries. Follow these guidelines when adding an alias: The alias must The parameter value is a Conga Query's 15 digit record ID. This was an issue because modifying the Conga Query sometimes resulted in slightly different field names, thus preventing a merge field from working properly. Both Expression1 and Expression2 represent values that you want to Example SOQL Query for QVar: Example of Decision Makers (Contact Roles) on an Opportunity: The above SOQL query will return all three email addresses. We will also show the syntax for both Word merge field and text-based merge fields. Leave the SOQL Select Statement field blank. Click New to create a new Conga Query record. Add template. Example #4 - List The Second Highest Row of a Result Set. Using the example Contacts query above we would have to modify the SOQL statement to look like this: SELECT Name, Phone, Title FROM Contact IN{pv1}) and the button url to: ~pv1='Dr. Example #1 - Ranking Rows Based on a Specific Ordering Criteria. Scenario 2: Only some merge fields in the IF statement come from detail data. For example, for agreement templates created for multiple regions, you should only be able to select templates for the region to which they belong. You can group data on a column from a detail dataset by including the merge field { {TableGroup:DatasetName:FieldName:Show}} in the first row of a table. When naming reports created for use with Conga Composer, we suggest you adopt this naming convention. The OData service must support the neces For example, a merge field name for the Amount field on an Opportunity sometimes appeared as: OPPORTUNITY__AMOUNT. addCustomAction({ "itemID": "CongaQuery", fieldName This article walks through creating a Conga Query using OData syntax to query your external data sources. 1. Use pv functionality to dynamically filter the results of your query. Furthermore, Conga Composer extends SOQL's flexibility and power through the use of pv values. Aug 22, 2016, 12:03. When The query retrieves a specific number of records in the position specified by the values passed through the pv1 and pv2 filters. Follow these guidelines when adding an alias: The alias must Open a conga window by clicking on a button/link configured to open a conga window. The following code example only works with unique action names. If you do not already have a Contact lookup field on your Opportunity object, add a new one. Conga Query Manager supercharges your ability to gather Salesforce data by using SOQL (Salesforce Object Query Language) SELECT statements. Do not mix and match the Tablegroupstart or End method with the Tablegroup method. Conga Query Code Example. As a Rowburner example, let us use an Opportunity with three Opportunity Line Items (OLIs). ORDER BY Last Name ASC LIMIT {pv1} OFFSET {pv2} Query to Retrieve Data from Chatter. Create Conga Template with all merge fields and upload it to the Salesforce application. Use OData query syntax here instead of Creating an External Data Query. In this case, the desired layout for each record is a two-row, four-column table (the “repeating table”) that will be repeated for each item retrieved by a Salesforce report (or SOQL query) configured for use with a Conga Composer® solution: . Follow these guidelines when adding an alias: The alias must Creating an External Data Query. Click on Tools & Settings. Description: (Optional) A description for this Conga Query. Click New. Note on Query Aliases: An optional query alias may As an example, imagine you have a query to pull Quote Line Items and you want to display those in a pricing table. You'll end up with an excel sheet with your query data, and each query will be on its own tab in the sheet. The custom action code below will add a Conga Query item to the Action menu. addCustomAction({ "itemID": "CongaQuery", fieldName Creating an External Data Query. ' There are two scenarios to consider when using Detail Regions with IF statements: Scenario 1: All merge fields in the IF statement come from detail data. Parameter Description Month (M) Displays the month. Find and Replace E-mail Domain Strings. A Composer solution can contain up to 6 pv values. addCustomAction({ "itemID": "CongaQuery", fieldName PV (or pv) stands for parameter value, which is a value that can be passed into a filter on a Salesforce report or Conga query. The button code below AG_MultiTab_Opportunity Code uses a field labeled Primary Contact (API Name of Primary_ContactId__c ). Click Save. The OData service must support the neces About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright Creating an External Data Query. To create a Conga Query. You can pass multiple values into a query filter as well, however, this requires a slight change to the query syntax. Add the alias, which is the name of the query dataset as it will appear in the Template Builder and be referenced in your Conga templates. You may include up to 50 QueryID values in a Conga Composer URL, thus making 50 queries accessible in a single merge operation. Building nested queries are not supported by Conga Support except as detailed in this article for Contracts for Salesforce sub-clause use cases. Step 2: Retrieve Conga Authentication Token. The benefit of QVars is referencing gathered data for use This article walks through creating a Conga Query using OData syntax to query your external data sources. Use the Template Builder to add JSON merge fields to the template or add JSON merge fields manually in the format "{ {jsonkey}}" to the template. Both Expression1 and Expression2 represent values that you want to We would like to show you a description here but the site won’t allow us. Users can relate only one Conga Query record ID for each Dec 14, 2020 · Conga’s Query Builder makes it possible to build SOQL based Conga Query records without actually having to write the code, and it uses these Queries to get data from Salesforce to insert into your document template. In this case, the desired layout for each record is a two-row, four-column table (the “repeating table”) that will be repeated for each item retrieved by a Salesforce report (or SOQL query) configured for use with a Conga Composer® solution: var templateId = 'a2to0000000YX8d';var queryId = 'a2lo0000000u0pl';var label = 'Conga Query';crmc. Step 1: Prepare Template and Queries. Feb 28, 2023 · Table of Contents. Navigate to the Conga Queries tab. SOQL Select Statement: This is where your OData query will reside. 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 Use QVARs in your Conga Composer solutions. var templateId = 'a2to0000000YX8d';var queryId = 'a2lo0000000u0pl';var label = 'Conga Query';crmc. addCustomAction({ "itemID": "CongaQuery", fieldName var templateId = 'a2to0000000YX8d';var queryId = 'a2lo0000000u0pl';var label = 'Conga Query';crmc. You can instruct Conga Query Template Using template filtering rules, you can set up user-defined filters to narrow the list of templates that display for tasks that involve previewing or generating documents. The maximum amount of QVar0ID parameters in a Composer solution is six. Give each query an alias that corresponds with the Clause Type that it is pulling. Each alias must be unique. Append the &QueryId= parameter, and paste the record ID. dj rw ed oz lj cy dt ji wm rf