This release note contains the following information about Conga CLM Winter20.12.11 Release.
For more information on new features, enhancements, and document improvements refer to What's New in CLM Documentation.
- Packages: Lists packages that are required to upgrade to this release of the product
- System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
- New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information
- Enhancements: Provides high-level descriptions of enhancements to existing features
- Data Model Changes: Lists changes to the data model
- Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
- Known Issues: Lists known issues that are applicable in this release
This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.
The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.
|Package||Latest Certified Version (Name | Number)|
|Conga Base Library|
1.2.123 | 1.123
Conga Contract Lifecycle Management (New)
11.2.0582.8 | 11.582.8
|Conga Content Integration||7.0.0016 | 7.16|
Conga DocuSign API
(Required if you are using DocuSign)
6.0.0101 | 6.101
Conga CLM DocuSign Integration
(Required if you are using DocuSign)
4.1.0041 | 4.41
(Required if you are using Adobe Sign)
|22.11 | 22.11|
Conga CLM EchoSign Integration (New)
(Required if you are using Adobe Sign)
8.2.0049 | 8.49.1
Before installing or upgrading Conga managed packages, you must review the dependency matrix for each managed package. You can refer to the package dependency matrix at Managed Packages Dependency Matrix.
To support the File type of document generated, if users check-in and check-out documents from X-Author Contracts, they must use X-Author Contracts V9.1.0430 and later versions.
The template of Pre FX2 format does not support the File type of document generated regardless of the X-Author Contracts version.
System Requirements and Supported Platforms
Conga CLM is a web-based, on-demand application that is accessed via a standard web browser through the Internet. Before you install and start using Conga CLM, you must ensure the minimum system requirements.
|Operating System||Standard Salesforce.com requirements.|
Conga supports the following browsers:
Conga recommends the latest stable version of the browser for the best performance.
Internet Explorer is not supported.
Conga recommends the latest Microsoft Office Suite for the best performance.
The following feature is new to Conga CLM in this release.
Introduced New CLM Theme
If you are installing CLM for the first time, you can see the new logo and icons that are part of rebranding from Apttus to Conga.
For details on installing CLM, refer to Installing Conga CLM in Conga CLM Winter '20 Administrator Guide.
The following enhancements are new to Conga CLM in this release.
Removed Review Offline Button in Lightning
You can review the documents imported through intelligent discovery by using the intelligent discovery status panel in lightning. You can use the Review Offline button in Classic to review the documents imported through intelligent discovery.
For details on reviewing offline documents imported through intelligent discovery, refer to Reviewing an Agreement Created by Intelligent Discovery in Lightning in Conga CLM Winter '20 User Guide.
User Experience Analysis for Intelligent Discovery
useAnalytics is a User Experience Analysis component that collects product usage data. No action is required on your part and there is no impact to any existing product features, system functionality, or configured workflows. No personally identifiable information (PII), nor any other proprietary, confidential, or sensitive data will be collected.
For details on user experience analysis for Intelligent Discovery, refer to Configuring Intelligent Discovery Settings in Conga CLM Winter '20 Administrator Guide.
Ability to Customize In Effect View and View Hierarchy Buttons
You can customize the visibility of the In Effect View and View Hierarchy buttons according to your requirement.
For details on customizing buttons, refer to Enabling and Customizing the Action Panel in Conga CLM Winter '20 Administrator Guide.
Data Model Changes
There are no system or data model changes in this release.
The following table lists the issue resolved in this release.
|Case Number||Conga Internal ID||Description|
Term and Renewal Term fields were not available in the Review Intelligent Import Field Set and Update Fields Intelligent Import Field Set.
The following table provides the cumulative list of known issues up to this release.
|Conga Internal ID||Description|
|CLM-6792||If you see the Import Large File button in the Additional Actions section of the action panel, you must not use it to import files. This option is disabled in Winter '20 release.|
|CLM-6314||In the Console app, after creating an agreement, you are navigated to the Agreement List page instead of the Agreement Detail page.|
|CLM-5367||In the Console tab, when you click Cancel, the tab does not close while sending for signatures and sending for review.|
|CLM-5359||When you choose any value instead of the first value in the wizard lookup field in Salesforce Classic, the value resets to the first value.|
|CLM-5988||When you use a checkbox object field in input rules condition, checked and unchecked options are not visible.|
If Set This Control Value rule is set on an input field, you cannot modify the input in the wizard.
When you open a wizard in the Classic mode with rules on a Lookup field, you encounter an error.
|CLM-5367||The console app tab remains open on canceling sending for signatures and review.|
|CLM-5207||The console app displays the Generate button even after the user has generated the document.|
On Partner Community portals, when you try to upload an offline agreement or check in an existing template to agreements in FX2 format from X-Author Contracts, an error message is displayed for version-aware and non-version-aware file or attachment type document.
|CLM-3212||The Work Order custom object is not enabled for a template object of the Pre FX2 format.|
|CLM-3211||Agreement flow does not work for Communities in the Salesforce Lightning mode.|
|CLM-2730||In the Salesforce One app, when a user clicks the Agreement Actions from the Action panel once, the user stays on the same page. To go to the next page, the user must click twice. This is a Salesforce limitation for embedded Visualforce pages.|
|CLM-2690||In the Salesforce One app, clicking the lookup option does not open a new pop-up window.|
|CLM-2440||After an agreement document is sent for review, the activity history does not record details for any of the attachments.|
|CLM-2416||Entries on the Master Agreement Clauses listing are showing an incorrect timestamp.|
|CLM-2319||When a user uses the type-ahead search feature in the Wizard Component Library, the resultant text is sometimes deleted as it is being typed.|