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PDF Templates

Now select the Merge & Download button to generate the document. You will end up with a document

that looks like this:

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PDF Templates

Creating a Checkbox or Radio Button Field

In addition to creating Text fields, you may also create Checkbox or Radio Button fields.

There are two significant differences in creating these types of fields:

1. Select the type of field you

want (Checkbox or Radio

Button) when you create the

field.

Use the standard field naming

conventions, as previously

discussed.

2. Use the Options tab | Export Value to define

the field value that indicates when the

checkbox field should appear checked.

Heads Up

The “Export Value” for Salesforce Checkbox fields must be either “True”

or “False” in upper and lower case. (The Template Builder

incorrectly shows “TRUE” and “FALSE” in all upper-case.)

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Split PDF file by top level bookmarks. The following C# codes explain how to split a PDF file into multiple ones by PDF bookmarks or outlines.

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PDF Templates

Merging Detail Data

Conga Composer has the unique ability to use data from a Salesforce Report or SOQL query as detail

data (e.g., invoice line items for each invoice). PDF templates, however, have no way to dynamically

expand to accommodate an unlimited number of detail rows. (If you need that flexibility in handling detail

data, consider using a Word-, Excel-, PowerPoint-, or HTML Email-based template which do support

dynamic detail data.)

With PDF templates, you may lay out a fixed number of rows to accommodate detail data by creating

fields in the format DatasetName.FieldName, DatasetName.FieldName_1, DatasetName.FieldName_2,

and so on.

Here’s how:

1. Open the Template Builder window. Copy the field you’d like to use to the clipboard.

2. Decide how many rows of data you want to accommodate in your PDF template. Because

PDF templates cannot dynamically add rows of detail data as Word, Excel, PowerPoint, and

HTML Email templates do, you’ll need to build a row of merge fields to accommodate each

result/record in your report or query.

3. Switch to your PDF program and create a merge field for the field you copied to the

clipboard in step 1. This field will represent the field from the first row of data in your

report/query.

4. Create another merge field, perhaps on the next line down on your template. This field will

represent the field from the second row of data. The name of the field must be the same as the

previous field, except with an “_1” appended to the end to indicate the second row of data.

5. Repeat the creation of merge fields, each time incrementing the suffix number, e.g. “_2”, then

“_3”, and so on.

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PDF Templates

Example:

Consider this data from a Conga Composer View Data workbook. Here, our Contacts report (note the

Contacts dataset worksheet) has retrieved three Contacts related to our Account:

The final output, after merging to the template created above, would look like this:

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PDF Templates

Refine Merge Fields with Parameters

You can tune Conga Composer’s behavior when merging to PDF with field parameters. One of the

following parameters may be appended to the end of a merge field within parentheses.

Parameter

Description

Date

Formats a field value as a date, if possible

Requires:

A date formatting code (see Formatting Date Values, page 17)

Example 1:

Master.LastModifiedDate(Date MM/dd/yyyy)

If the Last Modified Date field contained 03/03/2008 09:05 AM,

this parameter would format the date as 03/03/2008

Example 2:

Master.LastModifiedDate(Date “MMMM d, yyyy”)

If the Last Modified Date field contained 03/03/2008 09:05 AM,

this parameter would format the date as March 3, 2008

Note: The format code in Example 2 is enclosed in quotes

because it contains spaces

Currency

Formats a field value as currency according to the Salesforce

Locale (or Conga Composer parameter CurrencyCulture),

including currency symbol, digit grouping (“thousands separator”)

and two decimal places.

Example:

Master.AMOUNT(Currency)

If the Amount field contained 5280.25 and the Locale is set to

“English (United States)”, this parameter would format the value

as $5,280.25

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PDFTextMgr. This class provides APIs to manipulate text contents in a PDF document. OutLines. This class describes bookmarks in a PDF document.

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PDF Templates

Parameter

Description

Numeric

Formats a field value as a number, if possible.

Requires:

A numeric formatting code (see Formatting Numeric Values,

page 20)

Example 1:

Master.NumberOfParticipants(Numeric #,##0)

If the Number of Participants field contained 5280, this parameter

would format the value as 5,280

Example 2:

Master.Height (Numeric “#,##0 feet”)

If the Height field contained 5280, this parameter would format

the value as 5,280 feet

Note: The format code is enclosed in quotes because it contains

spaces

Tips and Tricks

•

You must enter a space between the parameter name and the format code

when using the Date or Numeric parameter.

•

Don’t enter a comma between the parameter name and the format code.

PDF Templates

Formatting Date Values

The following date formatting codes are used in conjunction with the “Date” parameter.

Parameter

Description

Month (M)

The letter "M" must be uppercase to distinguish months from minutes.

Displays the month as a number without a leading 0 (zero) for

single-digit months. For example, February is "2".

Displays the month as a number with a leading 0 (zero) for

single- digit months. For example, February is "02".

MMM

Displays the month as a three-letter abbreviation.

For example, February is "Feb".

MMMM Displays the month as its full name. e.g. February

Day (d)

Displays the day of the month or the day of the week. The letter "d" can

be either uppercase or lowercase.

Displays the day of the week or month as a number without a

leading 0 (zero) for single-digit days. For example, the sixth

day of the month is displayed as "6".

Displays the day of the week or month as a number with a

leading 0 (zero) for single-digit days. For example, the sixth

day of the month is displayed as "06".

ddd

Displays the day of the week or month as a three-letter

abbreviation. For example, Tuesday is displayed as "Tue".

dddd

Displays the day of the week as its full name.

PDF Templates

Parameter

Description

Year (y)

Displays the year as two or four digits. The letter "y" can be either

uppercase or lowercase.

Displays the year as two digits with a leading 0 (zero) for

years 01 through 09. For example, 1999 is displayed as "99",

and 2006 is displayed as "06".

yyyy

Displays the year as four digits.

Hours (h)

A lowercase “h” bases time on the 12-hour clock. An uppercase “H”

“H”

bases time on the 24-hour, or military, clock; for example, 5 P.M. is

displayed as “17”.

h or H

Displays the hour without a leading 0 (zero) for single-digit

hours. For example, the hour of 9 A.M. is displayed as "9".

hh or

Displays the hour with a leading 0 (zero) for single-digit hours.

For HH example, the hour of 9 A.M. is displayed as “09”.

Minutes (m)

The letter "m" must be lowercase to distinguish minutes from months.

Displays minutes without a leading 0 (zero) for single-digit

minutes. For example, { TIME \@ "m" } displays "2".

Displays minutes with a leading 0 (zero) for single-digit

minutes. For example, { TIME \@ "mm" } displays "02".

A.M. and P.M.

(AM/PM)

am/pm Displays A.M. and P.M

AM/PM Displays A.M. and P.M. as uppercase. For example,

{MERGEFIELD

TIME \@ "h AM/PM" } and { TIME \@

"h am/pm" } display "9 AM" or

"5 PM".

PDF Templates

Examples:

Here are several common examples of the date appearance parameter. Let’s say the field we’re

formatting is OPPORTUNITY_CLOSEDATE and that it contains the date 03/03/2008.

Example

Output

Master.OPPORTUNITY_CLOSEDATE(Date MM-dd-yyyy)

03-03-2008

Master.OPPORTUNITY_CLOSEDATE(Date dd/MM/yyyy)

03/03/2008

Master.OPPORTUNITY_CLOSEDATE(Date "MMM dd, yyyy")

Note: The formatting code is enclosed in straight quotes

because it contains spaces.

Mar 03, 2008

Master.OPPORTUNITY_CLOSEDATE(Date "MMMM d, yyyy")

Note: The formatting code is enclosed in straight quotes

because it contains spaces.

March 3, 2008

PDF Templates

Formatting Numeric Values

The following numeric formatting codes are used in conjunction with the “Numeric” parameter.

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 CurrencyCulture Conga Composer parameter.

Despite the cultural settings that govern the output from Conga Composer, within an appearance

parameter, you must use a comma (",") for the digit grouping symbol (for thousands) and a period (".") as

the decimal symbol.

Parameter

Description

0 (zero)

Specifies the requisite numeric places to display in the result. If

the result does not include a digit in that place, Word displays a 0

(zero).

Specifies the requisite numeric places to display in the result. If

the result does not include a digit in that place, Word displays a

space.

, (digit grouping

symbol)

Separates a series of three digits.

Note:

The digit grouping symbol is always entered as a comma

into the formatting code, regardless of the country’s cultural

preference. Conga Composer will format the output according the

cultural preference. **

%, $, *, and so on

Includes the specified character in the result.

"positive; negative"

Specifies different number formats for positive and negative

results.

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