Enter a name, description and this is where we will enter our SOQL statement to return the file ID. Here's a full example: SELECT ContentDocumentId FROM ContentDocumentLink WHERE LinkedEntityId = '{pv0}' AND ContentDocument.LatestPublishedVersion.Title LIKE '%Summary%' ORDER BY ContentDocument.CreatedDate DESC LIMIT 1

We'll break down each component one by one:SELECT ContentDocumentId - This is asking the query to select the ID of our File(s)FROM ContentDocumentLink - ContentDocumentLink represents the link between a Salesforce CRM Content document or Salesforce file and where it's shared. In our case this is the object where we need to pull our File ID from.WHERE LinkedEntityId = '{pv0}' - Specifies the Linked Entity ID or in our case the Opportunity ID. The {pv0} tag is a placeholder for an ID that will be inserted by our Conga button and is dynamic based on the object that we have clicked the button from. We need to remember to set the {pv0} tag in our button so that it sends the correct ID otherwise the query will fail.AND ContentDocument.LatestPublishedVersion.Title LIKE '%Summary%' - This sets the criteria for which File attached to the record I want to query. In this example I am pulling any files with the Title containing the word Summary. You could also specify that the Title must exactly match a filename using = instead of LIKE. In our example the Sales People have been instructed to save their file in this way CLIENT NAME - DATE - SummaryORDER BY ContentDocument.CreatedDate DESC - This orders the Files being returned by their created date and in descending order so that the most recent attached file will be at the top of the list.LIMIT 1 - This limits the query to only return the first matching file so that our query only returns a single file. So in our example the query will scan the Files related to the Opportunity and return the most recent file with the word Summary in the filename. Using a mixture of the above SOQL parameters you can build a query to return multiple ID's or very specific files ID's only depending on your requirements.

The final piece of the puzzle is to update your TemplateID parameter to include the QVar0 so that we actually add the files we have selected with the query as a template. To do this add {QVar0} to your TemplateID=. If you already have a template seperate them with a comma like this: &TemplateID=a0z0I000003tdksQAA,{QVar0} otherwise you could set the TemplateID to only use {QVar0} depending on your requirements. In our example the a0z0I000003tdksQAA is the ID of our Sales Contract Template. You can now click save and test your button.

Feel free to reach out to info@cloudinit.nz if you have any questions!