Hiding Buttons on View Redlines Page

The View Redlines user interface in Conga Contracts for Salesforce has several actions available by default: 

• Compare 
• Open in Word 
• Negotiate 
• Send with Conga Sign 
• True-Up 
• Save PDF 

Any of these buttons, except for Compare, can be hidden from the View Redlines page using URL parameters. 

Create Custom View Redlines Button 

1. Create a custom URL button 

2. Add the parameters as listed below for each feature you want to disable: 
   

   {!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=APXT_Redlining__Contract_Agreement__c.Id, disableOpenInWord=true, disableNegotiate=true, disableTrueUp=true, disableSavePDF=true, disableSendwithCongaSign=true], false)}

   CODE
3. Save button and add to Lightning page or page layout 

Changing the parameter value to False will allow that button to show in the View Redlines interface. Alternatively, you can remove the parameter entirely. Omitting a parameter from the URL syntax provides that same functionality as using =false. 

Use Case for Sales Users 

BlueCube, Inc. wants Legal Users to have full access to the View Redlines interface but Sales Users to only be able to Compare versions. To accomplish this, BlueCube will create two custom View Redlines buttons: 

1. Label = Review Document, API name = Conga_View_Redlines_Sales 
   All functionality will be disabled, i.e. all parameters will be set to false
2. Label = Review Document, API name = Conga_View_Redlines_Legal 
   All functionality will be enabled, i.e. all parameters will be omitted 

In this example, the Sales User button will be: 

{!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=APXT_Redlining__Contract_Agreement__c.Id, disableOpenInWord=true, disableNegotiate=true, disableTrueUp=true, disableSavePDF=true, disableSendwithCongaSign=true], false)} 

The Legal User button will be: 

{!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=APXT_Redlining__Contract_Agreement__c.Id], false)} 

Once the buttons are created BlueCube will use Salesforce functionality, preferably Dynamic Actions on a Lightning Page, to show/hide the proper buttons to Users.