Conga CLM enables you to introduce custom actions in the application to fulfill business requirements otherwise not achieved through out-of-the-box actions. You can add a custom action button in the contract details page header to perform either of the following functions:

Action FunctionPurpose
NavigateTo navigate the user to the URL specified in the Params field when the user clicks the custom action button. For example, 
  • launch a Conga application or a third-party application
  • trigger an API
  • launch Conga Approvals application from Contract Details
Execute WorkflowTo execute a workflow configured in the Conga Platform, when the user clicks the custom action button. 
Execute Custom Code

To execute a code written in Custom Code in the Conga Platform, the user clicks the custom action button.

Pre-requisites

Adding an Action Button

Note

You can add action buttons only to the page header.

  1. Navigate to My Contracts and open a contract.
  2. Click Edit Page. The page layout for the contract type that is edited is displayed in Cx Studio.
  3. Click on the page header in the layout.
  4. Click Add Action on the navigation panel on the right hand side.
    1. Enter the Action name.
    2. Select the Action Function.
    3. Depending on the action function selected, enter the Params. For Navigate action function, provide the URL to navigate the user to. For Execute Workflow action function, specify 

The custom action button added to the page header will be displayed in the kebab menu. The custom action buttons are displayed for a contract depend on its type depending on the contract type and the page layout configured for it. 

Use Cases To Add Custom Action Buttons

Let's take a few examples to understand how custom action can be added to achieve different use cases:

Use CaseHigh-level Activities To Be Performed
On clicking Help button, redirect the user to Conga Documentation Portal.

Edit Contract Details page layout and add an action with the following details:

Action Name: Help

Action Function: Navigate

Params: <Conga Documentation Portal URL>

On clicking Apply Discount button, check if the total contract value greater than $50000. If yes, apply 5% discount on the total contract value.
  1. Develop a custom code to execute the business logic. Deploy the custom code project and import it to Conga Platform. 
  2. Edit Contract Details page layout and add an action with the following details:

Action Name: Apply Discount

Action Function: Custom Code

Params: <method:post,resourceName:TotalContractValue,url:response>

On clicking Query Contract Documents
  1. Develop a custom code to call the /api/clm/v1/contracts/{contractId}/documents/querywithreview api.
  2. Deploy the custom code project and import it to Conga Platform. 
  3. Edit Contract Details page layout and add an action with the following details:

Action Name: Query Contract Documents

Action Function: Custom Code

Params: < >