Download page Customizing CLM using Custom Actions.
Customizing CLM using Custom Actions
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 Function
Purpose
Navigate
To 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 Workflow
To 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.
You can add action buttons only to the page header.
Navigate to My Contracts and open a contract.
Click Edit Page. The page layout for the contract type that is edited is displayed in Cx Studio.
Click on the page header in the layout.
Click Add Action on the navigation panel on the right hand side.
Enter the Action name.
Select the Action Function.
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 Case
High-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.
Develop a custom code to execute the business logic. Deploy the custom code project and import it to Conga Platform.
Edit Contract Details page layout and add an action with the following details: