This section lists changes in the documentation to support each release.

DocumentPublication DateTopicDescription
202404.2.0

  


Creating NotificationsUpdated topic with information about multiple recipient support for a notification.

Managing Custom Code

New topic


Managing Service Hooks

New topic
DocumentPublication DateTopicDescription
202404.1.0

 




User Management APIs

Introduced a new API endpoint to clone permission group name:

POST /api/user-management/v1/permissiongroups/{permissionGroupName}/clone

Alert Management APIs

Enhanced the bulk notification API endpoint to for sorting the results.

POST /api/alert-management/v1/notifications/bulk

DocumentPublication DateTopicDescription
202403.3.0

 




Working with UserUpdated topic with information about resending welcome email.
Scheduling Data SyncUpdated topic with information about asset based sync option.
Filtering Records in the Grid View

Updated topic with information about clear icon for basic search.

Search APIs

Enhanced the following API endpoint to search through several connected objects.

POST /api/search/v1/objects/multiple/query

Localization APIs

Introduced a new API endpoint:

GET api/localization/v1/translations/{locale}/{module}/bulk

GET api/localization/v1/translations/{module}/locales

DocumentPublication DateTopicDescription
202403.2.0

 




Creating WorkflowsUpdated topic with information about new supported activities.
Creating NotificationsUpdated topic with information about sending notifications to all existing records.
Accessing Scheduled JobsUpdated topic with information about the job deletion.
User Management APIs

Introduced a new API endpoint:

POST api/user-management/v1/users/{userId}/send-welcome-email

Localization APIs

Introduced a new API endpoint:

GET api/localization/v1/translations/{locale}/{module}/bulk

DocumentPublication DateTopicDescription
202403.1.0

 





Importing and Exporting Data Object MappingsUpdated topic with information about importing data object mappings.
Managing ViewsUpdated topic with information about the personalized grid search view.
Formula BuilderUpdated topic with information about the formula builder behavior.
Creating NotificationsUpdated topic with information about email templates.
Okta as a SAML Identity Provider 

Updated topic with information about app creation.

Microsoft Entra (Azure AD) as a SAML Identity Provider
Salesforce as a SAML Identity Provider
DocumentPublication DateTopicDescription
202402.2.0

 





Managing NotificationsNew topic
Search APIs

The following endpoint is updated to include the total document count and the number of occurrences count in the response.

  • POST /api/search/v1/objects/multiple/query
Managing External Integration

Updated topic with information about Microsoft Entra and Salesforce as SAML Identity Provider support.

Getting SAML Identity Provider Settings
Getting Salesforce Organization ID
DocumentPublication DateTopicDescription
February '24

 

Managing Complex MetadataNew topic


User GroupsNew Topic


Managing Telemetry LogsNew topic


Creating and Managing ObjectsUpdated topic with information about record owner information.


Accessing Scheduled JobsNew topic


Logging in to Conga Revenue Lifecycle PlatformUpdated topic with information about the quick start guide.


Creating and Managing Object MappingsUpdated topic with information about skip delete sync and translation sync.


Translation SyncNew topic


Email Notification SettingsNew topic


Transforming Field ValuesNew topic


Formula BuilderUpdated topic with information about calculating cross-object formula expression.


Conversion ManagementNew topic


Viewing Conga Org DetailsUpdated topics with information about guests and community users.


Adding and Activating Users


Working with Users


Creating Email TemplatesUpdated topic with information about email template category.


Creating and Managing FieldsUpdated topic with information about date data type support.


Managing External IntegrationUpdated topic with information about adding one or more external integrations.


Working with Permission GroupsUpdated topic with information about updating guest and community user permission groups.


Working with UsersUpdated topic with information about updating custom fields and external ID for the user.


Understanding Role-Based Access ControlUpdated topic with information about account scope for permission group.


Creating and Managing FieldsUpdated topic with information about deleting custom fields.


Creating Permission GroupsUpdated topic with information about admin apps view permission.


Importing UsersUpdated topic with information about validation message for bulk user upload.


User Management APIs

The following API endpoints are added:

  • User Group
    • POST ​/api​/user-management​/v1​/user-groups

    • GET ​/api​/user-management​/v1​/user-groups

    • PUT ​/api​/user-management​/v1​/user-groups/{userGroupId}

    • DELETE ​/api​/user-management​/v1​/user-groups/{userGroupId}

    • GET ​/api​/user-management​/v1​/user-groups/{userGroupId}
  • User Group Member
    • POST ​/api​/user-management​/v1​/user-groups​/{userGroupId}​/members​/{memberId}

    • DELETE ​/api​/user-management​/v1​/user-groups​/{userGroupId}​/members​/{memberId}

    • GET ​/api​/user-management​/v1​/user-groups​/{userGroupId}​/members​

    • GET ​/api​/user-management​/v1​/user-groups​/{userGroupId}​/members​/{userGroupMemberId}


Schema Manager APIs

The following API endpoint is added:



Conversion Management APIs

The following API endpoints are added:

  • Frequency Conversion Admin
    • GET /api/conversion-management/v1/frequency-conversion-rates/
    • PUT /api/conversion-management/v1/frequency-conversion-rates/
    • DELETE /api/conversion-management/v1/frequency-conversion-rates/
    • GET /api/conversion-management/v1/frequency-conversion-rates
    • POST /api/conversion-management/v1/frequency-conversion-rates
    • POST /api/conversion-management/v1/frequency-conversion-rates/bulk
    • PUT /api/conversion-management/v1/frequency-conversion-rates/bulk
  • Frequency Conversion Runtime
    • POST /api/conversion-management/v1/query/frequency-conversion-rates
  • UOM Conversion Admin
    • GET /api/conversion-management/v1/uom-conversion-rates/
    • PUT /api/conversion-management/v1/uom-conversion-rates/
    • DELETE /api/conversion-management/v1/uom-conversion-rates/
    • GET /api/conversion-management/v1/uom-conversion-rates
    • POST /api/conversion-management/v1/uom-conversion-rates
    • POST /api/conversion-management/v1/uom-conversion-rates/bulk
    • PUT /api/conversion-management/v1/uom-conversion-rates/bulk
  • UOM Conversion Runtime
    • POST /api/conversion-management/v1/query/uom-conversion-rates


Search APIs

The following API endpoints are added:

DocumentPublication DateTopicDescription
October '23

 

Creating and Managing Dependent Picklist

New topic with information about dependent picklist.


Creating and Updating Objects

Updated topic with information about sharing the object.


Managing Record Type

New topic with information about record type.


Adding and Activating Users

Updated topic with information about guest user.


Accessing Apps

Updated topic with information about login methods and version info.


Creating Roles

Updated topic with information about assigning admin permission for the role.


Working with All Object Mappings

New topic with information about the source to target object mapping.



Getting Started with Data Sync

Updated topic with information about data synchronization infrastructure.



Creating Formula Fields

New topic with information about the Conga Platform compatible formula transformation.



Creating a Connected AppNew topic with information about the Salesforce connected app.


Scheduling Data Sync

Updated topic with information about scheduling a sync run.



Creating and Managing Object Mappings

Updated topic with information about object mappings.



User Management APIs

The following API endpoints are added:

  • Role Admin
    • PUT ​/api​/user-management​/v1​/roles​/{roleId}​/admin-permissions
    • DELETE ​/api​/user-management​/v1​/roles​/{roleId}​/admin-permissions
  • Admin Permissions
    • GET ​/api​/user-management​/v1​/admin-permissions
  • Guest User
    • POST ​/api​/user-management​/v1​/user​/guest
    • PUT ​/api​/user-management​/v1​/user​/guest​/{userId}
    • DELETE ​/api​/user-management​/v1​/user​/guest​/{userId}
    • PUT ​/api​/user-management​/v1​/user​/guest​/{userId}​/restore
  • Currency Format
    • GET ​/api​/user-management​/v1​/currency-formats
  • User
    • GET /api/user-management/v1/user/currency-format


Data APIs

The following API endpoints are added:

  • Custom Object
    • PATCH /api/data/v1/custom-objects/{objectName}/bulk
  • Record  Type
    • GET /api/data/v1/custom-objects/{objectName}/recordtypes


Schema Manager APIs

The following API endpoints are added:

  • Field Definition
    • POST /api/schema/v1/objects/{objectName}/fields/{fieldName}/expression/validate
    • GET /api/schema/v1/objects/formula-functions
  • Record Type Definition
    • POST /api/schema/v1/objects/{objectName}/recordtype-entries
    • PUT /api/schema/v1/objects/{objectName}/recordtype-entries/bulk


Conversion Management APIs

The following API endpoints are added:

  • Currency Runtime
    • POST /api/currency-management/v1/query/currency-rates/bulk


Configuration Management APIs

The following API endpoints are added:

  • Configuration
    • GET /api/config-management/v1/configurations/categories
DocumentPublication DateTopicDescription
June '23

 




















Accessing App

New topic with information on searching apps, switching between apps, and personalizing favorites for quick access.

Conga API Connections

New topic with information on configuring the API to API Connection and UI to API Connection.

Managing Application Schema

New topic with information on creating and managing the schema of any object.

Managing Page Layouts

New topic with information on customizing the appearance and functionality of entity record pages and record detail pages.

Importing Users

New topic with information on importing users from the external data source to the Conga Platform. 

Managing Views

New topic with information on saving filtered view of a record and setting it as the default view.

Managing View Settings

New topic with information on controlling which columns are displayed in the grid, freezing/pinning a column range, rearranging the column order, and changing the column width by resizing the necessary columns.

Filtering Records in the Grid View

New topic with information on filtering the view of records in the grid by performing a keyword search, filtering the list by column value, or applying one or more advanced filters and filter logic.

Managing Roles

New topic with information on configuring role-based security on the Conga Platform.

Managing Localization

New topic with information on configuring locale settings and translating text, strings, and labels to any language suitable for the specific region-wise audience. 

Managing Data Sync

New topic with information on syncing data from existing systems at regular, scheduled intervals (or on-demand) to the Conga Platform. 

Search APIs

New REST APIs

Scheduler APIs

New REST APIs

Conversion Management APIs

New REST APIs

User Management APIs

The following API endpoints are added:

  • API Connections
    • POST /api/user-management/v1/api-connections/{externalIdentifier}

    • PUT /api/user-management/v1/api-connections/{externalIdentifier}

  • User
    • GET /api/user-management/v1/user/guest/token
  • Timezone and Locale
    • GET /api/user-management/v1/decimal-symbols

    • GET /api/user-management/v1/digitgrouping-symbols

    • GET /api/user-management/v1/longdate-formats

    • GET /api/user-management/v1/shortdate-formats

    • GET /api/user-management/v1/time-formats

    • GET /api/user-management/v1/digitgroups

    • GET /api/user-management/v1/negativenumber-formats

Schema Manager APIs

The following API endpoints are added:

  • Object Definition
    • POST ​/api​/schema​/v1​/objects​/customschema​/import
  • Object Metadata
    • POST ​/api​/metadata​/v1​/objects​/customschema​/export

Configuration Management APIs

The following API endpoints are added:

  • Configuration
    • POST ​/api​/config-management​/v1​/configurations​/export

    • POST ​/api​/config-management​/v1​/configurations​/import

Localization APIs

The following API endpoints are added:

  • Translation Admin
    • POST /api/localization/v1/translations/{locale}/{module}/search

  • Translation Runtime
    • POST /api/localization/v1/translations/{module}/bulk

    • POST /api/localization/v1/translations/{module}/bulk/parameters

Email APIs

The following API endpoints are added:

  • Email Template
    • POST ​/api​/email​/v1​/email-templates​/render

    • POST​/api​/email​/v1​/email-templates​/{id}

    • DELETE ​/api​/email​/v1​/email-templates​/{id}​/{fileName}​/delete

    • DELETE ​/api​/email​/v1​/email-templates​/{id}​/delete

Extensibility APIs

The following API endpoints are added:

  • Custom Code
    • POST​ /api​/extensibility​/v1​/customcode​/{name}​/publish

    • POST ​/api​/extensibility​/v1​/customcode​/{name}​/rollback

    • POST ​/api​/extensibility​/v1​/customcode​/{name}​/debuglog

  • Custom Code History
  • Api Resource
DocumentPublication DateTopicDescription
February '23

 

All topicsNew documentation set