Back to the Basics – Activity Logging

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Happy Fall, Mergers! It’s been a long and fun summer, but with school starting up again, (hopefully including some of our awesome Conga U courses), we thought it would be a good time to go over some of the “Conga Basics” you might have forgotten.

All of these basic tricks can be activated via the Conga Composer UI, but if your users require them consistently, it’s worth including these parameters in your button. You can also make adding parameters when creating a button a whole lot easier with the new Conga Solution Manager. Upgrade Composer to the latest version to get an all-in-one workspace to create and manage solutions.

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Read more about Solution Manager here.

1. Converting to a PDF

With this, you can take your Word, PowerPoint, and Excel templates, and convert them from editable documents to a nicely polished PDF, without having to do the conversion yourself. The easiest way to do this is to use the Default PDF parameter, &DefaultPDF=1. This will tell Composer that the default output type should be set as a PDF, but still allows your end users to change the output mode on a case by case basis.

The next option, the FP0 parameter, will lock the file output type, meaning end users cannot change it. Unlike DefaultPDF, the FP0 parameter has more than just an on/off setting. You can set it to 1 (&FP0=1) and it will lock your output file type to PDF. If you set it to 2 (&FP0=2), it will lock your output file type to the original template type (Word, Excel, or PowerPoint).

2. Save a Copy

It’s always a smart idea to save a copy of your work, and with the Save a Copy parameter, saving merged documents is a breeze. You can turn on this feature to save a copy of your merged output file by using &SC0=1. To disable this function, replace the “1” with a “0”.

Another neat feature of this parameter is that you can control where the merged document is saved. For example, &SC1=Attachments means that your document will be saved in your notes and attachments. You can also save a copy in Chatter, Content, Google Drive, and SpringCM. Keep in mind that in order to save a copy in any location, you must first activate this feature by including the &SC0=1 parameter.

3. Log Your Activity

Similar to saving a copy, keeping track of your merging history is another smart way to stay organized. The Activity Control parameter controls whether or not the activity is logged in the related list on the record. &AC0=1 activates activity logging, and using a “0” turns it off, much like saving a copy. No rocket science here!

You can also give your activity a specific name/subject and the &AC1 parameter. Again, you will need &AC0=1 to activate this function, following &AC1=Best+Quote+Ever, for example. The plus signs between each word signify where spaces will go, and will be displayed as spaces once the document is merged. You can also use dynamic content for the parameter value, such as &AC1={!Opportunity.EmailSubject}. This parameter isn’t required, but the subject will be set to “Template Name + Record Name” which can be confusing, so we recommend including this parameter with any activity logging you plan on doing.

4. Schedule a Follow-Up

Once you generate a document, you can use the &AC3 parameter to add a follow-up task into your Open Activities. For example, after an invoice is sent you can remind yourself to follow up with the customer regarding their payment two weeks later. By inserting &AC3=14 in addition to &AC0=1, you automatically add a task to your list that will be due 14 days after you’ve merged the document.

5. Attach The Output File To a Specific Record

This parameter tells Composer to attach the merged document to a record other than your master object. For example a button on the Opportunity with &AttachmentParentID={!Account.ID} would automatically save the document into the Notes and Attachments of an opportunity’s account. This is useful as it provides another method to visually track and manage which documents are generated, with the option to open the final document right there at the top of the page.

To get all the info you need on Activity Logging, and to check out all of the cool parameters you can use to customize your Conga Solution, click here for our support site, CongaSphere.

Want to learn how to post your documents and activity to Chatter? Read this blog.

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