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Conga CLM Objects
Conga CLM objects contain fields that are maintained in the corresponding tables for the objects.
Note
Check organization-wide defaults set for the objects. This table is for guidance only.
| Object | Purpose of the Object |
|---|---|
| Account Hierarchy | This defines a single instance of an account hierarchy relationship. It contains the leaf ID, the parent ID, the root ID, and the level. |
| Agreement Action Condition | Represents conditions to enable agreement actions |
| Agreement Explorer | A reusable, unique combination of Field Sets and Filter Sets. |
| Agreement Hierarchy | This defines a single instance of an agreement hierarchy relationship. It contains the leaf ID, the parent ID, the root ID, and the level. |
| Agreement Line Item | Represents a product or service line item associated with an agreement |
| Agreement Lock | Represents a lock on the agreement |
| Agreement Clause | Represents a clause associated with an agreement |
| Agreement Document | Links to agreement documents that are not stored in Conga CLM |
| Agreement Protection | Specifies protection settings for agreements generated by the Contract Wizard and maintained by the Contract Author |
| Agreement Rule Condition | Specifies a condition used to evaluate an agreement rule |
| Agreement Rule | Specifies a rule used to evaluate various agreement actions such as submit request |
| Agreement Term Exception | Term Exceptions associated with a given Agreement |
| Admin | Store admin preferences and metadata |
| Agreement | Represents an agreement in the system |
| Related Agreement | To identify the different types of relationships between agreements |
| Template | Contract language templates available in the system. These templates specify guidance, language, local setitngs, and include Word attachment templates representing the bulk of actual contracts that can be used when creating a first draft . Templates can include standard and non-standard language. |
| Async Merge Call | Holds asynchronous merge calls |
| Content Event | Holds content events for subscribers to handle |
| Cycle Time Field Data | Holds the data captured on fields for cycle time reporting |
| Cycle Time Field | Holds the fields monitored for cycle time data capture |
| Cycle Time Group Data | Holds the data captured on groups for cycle time reporting |
| Cycle Time Group | Holds the groups monitored for cycle time data capture |
| Doc Assembly Component | Represents a single component in a document assembly rule |
| Doc Assembly Ruleset | Represents a rule set that contains a list of rules to determine the sections to include in a dynamic template. |
| Doc Assembly Rule | Represents a single rule in a document assembly ruleset |
| Document Agreement Clause | Agreement clauses in an agreement document |
| Document Version Detail | Holds the version details of a document |
| Document Version | Represents a document version |
| Agreement Document Output Format | Holds default output format preferences by user profile and agreement type for use in the agreement document generation process. |
| Formula Field (Comply) | Represents a formula field used in agreement rules |
| Merge Event Detail | Holds document merge event details |
| Merge Event | Holds document merge events for subscribers to handle |
| Query Template Filter | Filter expression used in a query |
| Query Template Qualifier | Filter used to select a query template |
| Query Template | Query Template for bulding soql queries and filters |
| Retention Policy | Holds object retention policies |
| Search Filter (Comply) | Represents a search filter |
| Template Clause Reference Version | Holds Template Clause References for this version |
| Template Clause Reference | Represents a clause reference in a template or a library |
| Template Datasource Filter | Represents a datasource filter associated with a template |
| Template Dynamic Section Version | Holds the template dynamic section details for a given template version |
| Template Dynamic Section | Represents a dynamic section in a template |
| Template Version | Holds various versions of this template and is a Master-detail to Template |
| Temp Object (Comply) | A container for temporary objects and attachments |
| Term Exception | Term Exceptions master table |
| Wizard | A runtime instance of the wizard design |
| Wizard Design | Holds all the wizard design records |
| Wizard Input Control | The individual question, instruction statements and associated field attributes |
| Wizard Input Control Runtime(Deprecated) | Input Control instance within a runtime wizard |
| Wizard Input Control (Deprecated) | The individual question, instruction statements and associated field attributes |
| Wizard Input Group (Deprecated) | Groups input controls within a step |
| Wizard Rule | Individual rules which are applied within a ruleset. |
| Wizard Ruleset | A collection of rules that are applied to input control and steps. The system determines a ruleset at the level of input control expression formula, determine focus objects, record type and step navigation rules. |
| Wizard Ruleset Runtime (Deprecated) | A runtime instance of the ruleset provided by the wizard design |
| Wizard Ruleset (Deprecated) | A collection of rules that are applied to input control and steps. The system determines a ruleset at the level of input control expression formula, determine focus objects, record type and step navigation rules. |
| Wizard Rule (Deprecated) | Individual rules which are applied within a ruleset. |
| Wizard Runtime Input | Input Control instance within a runtime wizard |
| Wizard Runtime (Deprecated) | A runtime instance of the wizard design |
| Wizard Step | The step that is designed and used in Wizard designs. |
| Wizard Step Runtime (Deprecated) | A runtime instance of a wizard step design. |
| Wizard Step (Deprecated) | The step that is designed and used in Wizard designs. |
| Wizard Design (Deprecated) | Main Wizard Object, each record represents a Wizard design |