Cloning an action involves creating a copy of an existing standard action, which can then be renamed to suit your needs and used in the action pane of your object layout. This section explains how to clone standard actions.
Use cases for cloning standard actions:
Custom Action Labels: You may want to rename actions to fit specific business terms or processes.
Tailored User Experiences: Cloning allows you to create different versions of actions for different user profiles or record types.
Conditional Actions: You can configure cloned actions to appear only under specific conditions, offering more control over the user interface.
To clone a standard action in the CX Studio
Log in to the Conga Platform as an admin user.
Go to the object layout (e.g. Account, Contract) where you want to clone an action.
Click the Edit Page button in the top-right corner.
Click the PageHeader pane. The Properties pop-up lists all the standard actions under the Details tab.
Go to the standard action you want to clone, and click the +Clone button next to the action name. The Clone Action pop-up appears.
Rename the cloned action with a unique name, and click Clone.
The cloned action will appear in the action list above the standard actions. You can then update its label or delete it if needed.
Once cloned, you can modify the action's visibility by applying a rule. For instance, you can set a specific visibility rule for when the action appears. For more information, seeApplying Rules.
