You can add action items (buttons) to perform specific tasks, such as navigating to a different page, executing a workflow, or running custom code. Using CX Studio, you can add action items when creating a new page or editing an existing object layout page. This section explains how to add an action button to the page header.

To add an action button

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner > Apps > CX Studio.
  3. You can add actions to the PageHeader panel in the following ways: 
    • While Creating a New Page: Pages > New Page > select a template > Next > fill in details > Next.
    • While updating an Existing Page: Pages > click page name link.
    • While updating an Object Layout: Object Layouts > click the More () icon > Edit.
    • Editing a Page from RLP or a Supported Application (e.g., CLM): Open the page > click Edit Page button from the top right corner.

  4. The PageHeader is selected by default. The Properties popup appears with two tabs: Details and Rules.

  5. Go to the Details tab to manage actions and click Add Action button. The New Actions window appears.
    FieldDescription
    Action NameEnter the name of the action as per your business needs.
    Action Function

    Select the name of the action function where you want to redirect the user when the action button is clicked.

    • Navigate: Redirects the user to a different screen.
    • Execute Workflow: Performs operations as defined in the workflow.
    • Execute Custom Code: Executes operations as defined in custom code.
    Params

    Enter the parameter relevant to the selected action functions. Use the syntax as shown in the example below:

    Navigation URL

    Format to navigate to the external page: url:https://<page URL>/
Sample: url:https://documentation.conga.com/

Format to navigate within the application: url:/<path after the domain name>
Sample: url:/workflow
    CODE

    Workflow ID

    Format to execute workflow: id:{workflowid}
Sample: id:6c803fb3-29b0-48d9-9873-90964d65430a
    CODE

    Custom API URL

    Format: method:<method name>, resourceName:<Custom Code project name>,url: response
Sample: method:post,resourceName:codeExecution,url:response
    CODE
     
  6. Use Rules tab to set visibility or validation rules for the action button. To learn more about applying rule, see Applying Rules.
  7. Click Publish to apply changes.