Create a Conga List View Button

 

Note: Requires Conga Conductor

First step is creating conga conductor formula

https://support.getconga.com/Conga_Composer/Conga_Conductor/Conductor_Essentials/Using_Conductor/03_Convert_a_Conga_Composer_Button_to_a_Formula_Field_Using_the_Conga_Formula_Builder

 

If you have problems, delete the offending parameter in the conga solution and recreate manually in the formula field later:

https://support.getconga.com/Conga_Composer/Conga_Conductor/Conductor_Essentials/Using_Conductor/02_Convert_a_Conga_Composer_Button_into_a_Formula_Field_Manually

(Make sure you then add it back to your solution!)

 

Note: an example error I encountered:

Conga merge field is: {!Opportunity.Mail_Receipt_TemplateId__c} 

  • specifies that conga using ID of record in lookup field, not the name)

But the actual field name is: Mail_Receipt_Template__c therefore I added this field in manually.

 

Test Conga Conductor formula using a hyperlink on record:

https://support.getconga.com/Conga_Composer/Conga_Conductor/Troubleshooting_Conductor/Troubleshooting_Conductor_using_Hyperlink_Formula_Fields

 

Then follow steps below carefully to create list view button:

https://support.getconga.com/Conga_Composer/Conga_Conductor/Conductor_Essentials/Launching_Conductor/06_Create_a_List_View_Button