Conga Composor template building - Salesforce

While building up a quote template, it's common that you want to show only part of the table records that meet the particular criteria. 

This could be tricky, as Conga Composer doesn't allow condition statement like if-else to be used in the template.

My solution is build up a separate dataset as data source to show the required records. 

Step by step instruction:

1. Create new report and save in Conga Composer Template folder.

First, Include all fields you need in the report and add filters to extract the records. 

Then add a filter with object ID and make the formula like object_ID =    (empty value)

Note: if the report is for opportunities, then put opportunity ID there.

2. Copy the report id from the URL

3. Add the report into the Conga button

Add the following sentence after the last line of the button code:

&ReportId=[GiveAName]report_id             the report_id here is the one got from step 2