Using Conga within Skuid

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  • Updated 4 years ago
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Hi Skuid Team,

What is the best way to integrate with Conga Composer? I'd ideally like to either open the conga menu within one of my tabs or for the conga menu to open in a pop-up after a button press.

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Posted 7 years ago

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Zach McElrath, Employee

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Official Response
Scenario 1: Launch Conga in the same tab / browser window

The simplest way to launch Conga Composer from within a Skuid Page, say an Account Detail page, is to use a PageTitle Action of type "Redirect". The URL that will make this happen is something like this:{{$Api.Session_Id}}&serverUrl={{$Api.Partner_Server_Url}}&id={{Id}}&reportid=00OW0000000VR5c?pv0={{Name}}&WPD=1

Notice the parts wrapped in double curly braces / "mustaches". These merge variables will pass data specific to your org, or to the record in context, into the URL for Conga Composer to utilize. In this scenario, we are assuming that the PageTitle Action has its "Model" property set to the name of a Model on the Account object --- that way, when this action is clicked, the Account's Id will be fed into the {{Id}} merge variable, and the Account's Name will be fed into the {{Name}} merge variable.

Also, if you wanted to launch Conga Composer from a Table on Accounts, you could instead use a Row Action in the table, with the exact same URL syntax!

Scenario 2: Launch Conga in a separate tab / browser window

To launch Conga Composer in a separate browser tab, you will need to do slightly more work. Follow these 2 steps:

1. Create a new JavaScript Resource of type "Inline (Snippet)". For its name, say "openCongaComposer". For the Resource Body, use the following:

var params = arguments[0];

var url = ''
+ '?sessionId={{$Api.Session_Id}}'
+ '&serverUrl={{$Api.Partner_Server_Url}}'
+ '&id={{Id}}';

var merges = skuid.$('<div>').html(params.model.mergeRow(params.row,url));,'CongaComposer');

2. Add a PageTitle Action (or Row Action) of type "Custom". For "Snippet", enter "openCongaComposer".