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Advantage Platform Administration

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Advantage Platform Administration

Application Schema Management

Objects

Objects are the core components used to organize and store information. Each object represents a specific type of record, such as a Contract, User, or Account, defines the kind of data it holds and how it connects to other information, and how it appears on screen.

There are two types of objects in the system:

  • Standard Objects These are built-in (out-of-the-box) objects provided by the Conga Advantage Platform to support key features and workflows. Common examples include User, Account, Contract, or Contact. They come with predefined fields, layouts, and behaviors but can often be customized to meet your organization's needs.

  • Custom Objects These are created by the administrator to store information that doesn't fit into the platform's standard objects. It allows your organization to track and manage data specific to your business needs. You can define your own fields, set up relationships with other objects, and configure layouts, rules, or permissions to support specific business processes.

    For example, if your organization wants to manage vendor reviews or compliance checks and these are not available as standard objects, and administrator can create custom objects for them.

The default view lists all fields that are part of the object. It also contains tabs for creating, viewing, and modifying pick lists and complex fields for the object.

Creating a New Custom Object

Custom objects let you extend the data model to fit your organization's specific needs. When standard objects don not fully support your business requirements, you can create custom objects to store and manage specialized data. This task helps administrators to define and configure a new custom object in the system. Once created, custom objects function like standard object. You can add custom fields, set up relationships, configure layouts, and apply business rules.
  1. Log in to the Conga Advantage Platform as an administrator.
  2. Click the App Launcher () icon from the top-left corner, then Admin Console > Schema Manager.
  3. From the Objects list page, click Create New Object.
    The New Object screen appears.
  4. Enter values in the following fields:

    Field

    Description

    Name

    Enter a name (API name) for the object. The name can only include alphanumeric characters and underscores. You can enter up to 52 characters in this field.

    Description

    Enter a description of the object. When looking at a list of objects, a meaningful description may help you remember the differences between them.

    Display Name

    Enter a user-friendly display name for the object (for example, Wizard Input). This name is used to refer to an object on a user interface page.

    Category

    Enter a category name to associate this object with other objects or products.

    Is Data Cache Enabled

    Enable or disable the toggle to use caching for faster query performance. Caching is enabled by default.

    Is Allow Owner Scope

    Enable this toggle to make the Record Owner field appear automatically when you create a new record. By default, this toggle is disabled.

    When you create a record, the system shows the Record Owner field along with the owner's details if you have enabled this flag for that object. Record ownership can be assigned to an individual user or a group of users.

    Note:

    For an object with the Is Allow Owner Scope flag enabled, the application creates a Record Owner field by default.

  5. Click Save.
The custom object is created and you are directed to the object details page, where some default fields have been automatically created.

You can now add more fields, picklists, complex fields, and search settings to the object. To learn more about fields, see Fields.

Editing a Custom Object

As business needs evolve, you may need to update a custom object to keep it aligned with current requirements. This can include changes to the object's display name, category, description, and other properties. This task walks you through how to access and edit a custom object in the system.
  1. Click the More () icon adjacent to the relevant object and select Edit.
  2. Modify the Description, Display Name, Category, and Is Data Cache Enabled fields as necessary.
  3. Enable the Is Shared toggle to make the object a shared object.

    A new shared object with the name objectname_UserShare is created but is not shown in the object listing screen.

  4. Enable the Is Allow Owner Scope toggle to display the Record Owner field on a record.

    You can only enable the flag if you initially keep it disabled during the object creation. Once it is enabled, you cannot modify it.

  5. Click Save.
The custom object is updated with the changes you made. These updates are immediately reflected in the interface and apply to all users with access to the object.

Deprecating a Custom Object

Over time, certain custom objects may no longer needed for active use. In such cases, you can deprecate the custom object while preserving its data. This ensures that historical records remain available for reference, audits, or reporting, without affecting current operations.

Note:

You can deprecate only custom objects.

This task walks you through how to mark a custom object as deprecated so that users can no longer create new records in it, but existing data remains accessible.

  1. Click the More () icon adjacent to the relevant custom object record and select Deprecate.
  2. From the confirmation dialog, click Submit.
The custom object is now deprecated.
Administrator Guide
Conga Advantage Platform Administration

March 27, 2026