Conga Product Documentation

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APTS_ComplyConfig

The APTS_ComplyConfig admin entry is configured to achieve different scenarios as follows:

  • Clone Custom Objects

  • Control Agreement Document Restrictions

  • Map Agreement Fields with Agreement Obligations

Clone Custom Objects: APTS_ComplyConfig admin entry can be configured to specify the custom objects that need to be cloned as part of the agreement clone, amend, and renew operation.

Name

APTS_ComplyConfig

Value

XML

Code

You need to provide the configuration in the Code field. For more information, see Configuring APTS_ComplyConfig.

Control Agreement Document Restrictions: The APTS_ComplyConfig admin entry, along with Enable PDF Security (comply system property), allows you to control restrictions for agreement documents:

  • Generated in PDF format.
  • Checked-in from X-Author Contracts as Final-to be signed with Create PDF attachment option selected.

Name

APTS_ComplyConfig

Value

XML

Code

You need to provide the configuration in the Code field. For more information, see PDF Security for Agreement Documents.

Map Agreement Fields with Agreement Obligations: The APTS_ComplyConfig admin entry allows configuring Field Mapping between agreement fields and obligations, to be utilized at the time of agreement document generation or regeneration, to auto-populated agreement obligation fields with relevant agreement fields.

Name

APTS_ComplyConfig

Value

XML

Code

You need to provide the configuration in the Code field.
Note: The field mapping configured here applies to all obligations and not to a specific obligation.

Sample code if the admin entry is created for the first time:

<ComplyConfig>
<AgreementObligationSpec>
<FieldMapping>
<Includes>
<Mapping>Apttus__AgreementObligation__c.Name = Apttus__Agreement__c.Name</Mapping>
<Mapping>Apttus__AgreementObligation__c.Apttus__EndDate__c= Apttus__Agreement__c.Apttus__Contract_End_Date__c</Mapping>
</Includes>
</FieldMapping>
</AgreementObligationSpec>
</ComplyConfig>
Sample code if the admin entry already exists:
<AgreementObligationSpec>
<FieldMapping>
<Includes>
<Mapping>Apttus__AgreementObligation__c.Name = Apttus__Agreement__c.Name</Mapping>
<Mapping>Apttus__AgreementObligation__c.Apttus__EndDate__c= Apttus__Agreement__c.Apttus__Contract_End_Date__c</Mapping>
</Includes>
</FieldMapping>
</AgreementObligationSpec>