Conga Setup
Below is the outlined steps for preparing a Conga Template to be used with RIO Plan Functions manifest
Step 1: Upload the Conga Template
- Go to the object name: Conga Template
- Create a Conga Template Record
- Attach the Conga Template (which is already built)
<Conga template screenshot in lightning> https://docs.google.com/document/d/176KBNjn3sfsto7GFQzr8K1EML2xLKOG04McwXP3pXd4/edit#
Step 2: Copy IDs
You will need the following Ids for the next step:
- ID of the Conga template record
- ID of the report named “Conga – Manifest – Opp w Function”
- ID of the report named “Conga – Manifest – Opp w OLI”
Step 3: Update Conga Button
- Open the RIO Functions App
- Navigate to Setup > Object Manager > Function > Button, Links and Actions
- Edit the Generate Manifest button
- Replace the &TemplateId and &ReportId with the below ID’s
Replace (Red) &TemplateId= from <conga_template_id> to Conga Template Record ID
Replace (Yellow) &ReportId= from <Conga – Manifedt – Opportunity w OLI ID> to <Conga – Manifest – Opp w Function report id>? pv0={!Opportunity.Id}, <Conga – Manifest – Opp w OLI report id>?pv0={!Opportunity.Id}
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