What's New in Conga Revenue Lifecycle Platform

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

Document	Publication Date	Topic	Description
202409.2.0	28 Oct 2024	Understanding Role-Based Access Control	Updated topic with information about information about object and action permissions behavior.
		Creating Permission Groups
		Creating Workflow	Updated topic with information about Schedule Workflow activity.

Document	Publication Date	Topic	Description
202409.1.0	30 Sep 2024	Understanding Role-Based Access Control	Updated topic with information about record type level permission control and field level permission behavior.
		Creating Permission Groups
		Record Type Permission APIs	Introduced new API endpoints under the User Management APIs.
		Managing Data Grid View	Updated topic with information about field level permission behavior.
		Managing Content Details View
		Creating Workflow	Updated topic with information about activity listing by workflow type.
		Defining Variables	New topic

Document	Publication Date	Topic	Description
202408.3.0	16 Sep 2024	Understanding Role-Based Access Control	Updated topic with information about field-level permission control.
		Creating Permission Groups
		Field Permission APIs	Introduced new API endpoints under the User Management APIs.
		Creating In-App Notifications	New topic
		Search APIs	Updated the following APIs with information about Group by support in multiple objects search query: `POST api/search/v1/objects/{objectName}/query` `POST /api/search/v1/objects/multiple/query`
		Creating Workflow	Updated topic with information about: Schedule workflow activity Document generation workflow activity Formula builder
		Defining formulas withing a workflow	New topic
		Application Manager	Added a new sub topic about child page creation
		Filtering Records in the Grid View	Updated topic with information about the advanced filter
		Applying Rule	Updated topic with information about applying rules to action using Advanced Rule Edit
		Cloning Standard Actions	New topic

Document	Publication Date	Topic	Description
202408.2.0	02 Sep 2024	Creating Workflows	Updated the topics with information about the ESignature activity that helps to perform electronic signatures (eSign).
		Controlling Tab Visibility using Rule Editor UI	New topic
		Application Manager	New topic
		Data APIs	Introduced new API endpoints: `POST /api/data/v1/objects/ {objectName}/{recordId}/share` `PUT /api/data/v1/objects/{objectName}/{recordId}/access-level` `DELETE /api/data/v1/objects/{objectName}/{recordId}/un-share` `GET /api/data/v1/objects/ {objectName}/{recordId}/sharing-info` `GET /api/data/v1/objects/{objectName}/{recordId}/{trackingId}/sharing-status`

Document	Publication Date	Topic	Description
202408.1.0	20 Aug 2024	Creating Workflows	Updated the topics with information about the Create Record activity that helps to create a record for an object at runtime.
		Filtering Records in the Grid View	Updated the topics with information about the support of the Contains operator for the Picklist and Lookup fields.
		Managing Data Grid View	Updated the topics with information about the use of JavaScript to manage actions on the Grid List view page layout.
		User Management APIs	Updated the `POST /api/user-management/v1/users` API endpoint and introduced `PATCH /api/user-management/v1/users/{integrationUserId}/secret` and `GET /api/user-management/v1/users/{integrationUserId}/secret` API endpoints to support the integration user type.

Document	Publication Date	Topic	Description
202407.2.0	05 Aug 2024	Creating Workflows	Updated the topics with information about layout enhancements of the activity listing window.
		Working with Data Sync Run History	Updated the topics with information about reverse data sync status.
		CX Studio	New topic
		Filtering Records in the Grid View	Updated the topics with information about filtering the grid view of records assigned to the owner with a User Group.
		Supported Mime Types and File Extensions for Email APIs	Updated the topics with information about .msg file extension support.
		Email APIs	Updated the following API endpoints to support .msg file extension: `POST /api/email/v1/emails` `POST /api/email/v1/emails/bulk` `POST /api/email/v1/email-templates/{id}`

Document	Publication Date	Topic	Description
202407.1.1	22 Jul 2024	Creating and Managing Object Mappings	Updated the topics with information about the auto-population of Source Field Type and Target Field Type based on the selected Source and Target Field names.
		Creating Email Templates	Updated the topics with information about custom code support in the email template.
		Creating Workflows	Updated the topics with information about workflow variable data type selection.
		Document Management APIs	Updated the following API endpoints to support .msg, .xls, and .xlsx file extensions: `POST/api/document-management/v1/documents` `POST/api/document-management/v1/documents/upload`

Document	Publication Date	Topic	Description
202406.2.0	08 Jul 2024	Schema Manager APIs	Introduced new API endpoints: Object Metadata `GET /api/metadata/v1/objects/{objectName}/fields/{fieldName}` `GET /api/metadata/v1/objects/{objectName}/fields/{fieldName}/dependency-fields`
		Creating Workflows	Updated the topics to reflect the enhanced user interface.
		Working with Workflow Instances	Updated the topics to reflect the enhanced user interface.
		Managing Data Sync	Updated the topic with information about including audit fields in reverse data sync.
		Creating and Managing Object Mappings

Document	Publication Date	Topic	Description
202406.1.0	25 Jun 2024	Working with Stages	New topic
		Creating Workflows	Updated topic with information about Fault and Done outcomes for the update activity
		Creating Roles	Updated topic with information about application access for non-admin users.
		Creating Permission Groups
		Creating Notifications	Updated topic with information about checking criteria when the notification is triggered.
		Logging in to Conga Revenue Lifecycle Platform	Updated topic with information about multi-factor authentication (MFA) with the Conga IDP.

Document	Publication Date	Topic	Description
202405.2.0	22 Jun 2024	Viewing Conga Org Details	Updated topic with information about disablement of a welcome email upon a new user creation.
202405.2.0	22 Jun 2024	Creating and Managing Fields	Updated topic with information about automatic field value calculation using Rollup data type.
		Reporting and Dashboards	Updated topic with information about the tenant-specific record display for logged-in users.
		Creating and Managing Fields	Updated topic with Is Queryable label wherever there was Is Indexed.
		Creating Notifications	Updated topic with information about recipient type as Field.
		Running Data Sync on Demand	Updated topic with information about turning off a welcome email upon data sync completion.
		Filtering Records in the Grid View	Updated topic with information about improved filtering experience.
		Scheduler API	Updated the delete API method to delete the scheduled job's execution history: `DELETE https://rls.congacloud.com/api/scheduler/v1/jobs/{jobName}`

Document	Publication Date	Topic	Description
202405.1.0	07 Jun 2024	Reporting & Dashboards	New topic
		Creating Workflows	Updated topic with information about new workflow activities.
		Working with Workflow Definitions	Updated topic with information about the out-of-the-box (OOTB) workflow definitions.
		Creating and Managing Fields	Updated topic with information about custom field deletion.
		Alert Management APIs	Introduced a new API endpoint to get the notification audit logs. `GET /api/alert-management/v1/notifications/{notificationId}/execution-logs` Enhanced the create notification API to check criteria when the notification is triggered. `POST /api/alert-management/v1/notifications`
		Translation API	Enhanced the bulk update localization API to update multiple translations for a specific locale and module. `POST /api/localization/v1/translations/bulk`

Document	Publication Date	Topic	Description
202404.2.0	23 May 2024	Creating Notifications	Updated topic with information about multiple recipient support for a notification.
		Managing Custom Code	New topic
		Managing Service Hooks	New topic

Document Publication Date Topic Description

202404.1.0

10 May 2024

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

Document	Publication Date	Topic	Description
202403.3.0	18 Apr 2024	Working with User	Updated topic with information about resending welcome email.
		Scheduling Data Sync	Updated 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 new API endpoints: Translation Admin `GET api/localization/v1/translations/{locale}/{module}/bulk` `GET api/localization/v1/translations/{module}/locales`

Document	Publication Date	Topic	Description
202403.2.0	03 Apr 2024	Creating Workflows	Updated topic with information about new supported activities.
		Creating Notifications	Updated topic with information about sending notifications to all existing records.
		Accessing Scheduled Jobs	Updated topic with information about the job deletion.
		User Management APIs	Introduced a new API endpoint: User Admin `POST api/user-management/v1/users/{userId}/send-welcome-email`
		Localization APIs	Introduced a new API endpoint: Translation Admin `GET api/localization/v1/translations/{locale}/{module}/bulk`

Document	Publication Date	Topic	Description
202403.1.0	20 Mar 2024	Importing and Exporting Data Object Mappings	Updated topic with information about importing data object mappings.
		Managing Views	Updated topic with information about the personalized grid search view.
		Formula Builder	Updated topic with information about the formula builder behavior.
		Creating Notifications	Updated 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

Document	Publication Date	Topic	Description
202402.2.0	07 Mar 2024	Managing Notifications	New 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.
		Adding SAML 2.0 Identity Provider
		Getting Salesforce Organization ID

Document	Publication Date	Topic	Description
February '24	07 Feb 2024	Managing Complex Metadata	New topic
		User Groups	New Topic
		Managing Telemetry Logs	New topic
		Creating and Updating Objects	Updated topic with information about record owner information.
		Accessing Scheduled Jobs	New topic
		Logging in to Conga Revenue Lifecycle Platform	Updated topic with information about the quick start guide.
		Creating and Managing Object Mappings	Updated topic with information about skip delete sync and translation sync.
		Translation Sync	New topic
		Email Notification Settings	New topic
		Transforming Field Values	New topic
		Formula Builder	Updated topic with information about calculating cross-object formula expression.
		Managing Conversions Rate	New topic
		Viewing Conga Org Details	Updated topics with information about guests and community users.
		Adding and Activating Users
		Working with Users
		Creating Email Templates	Updated topic with information about email template category.
		Creating and Managing Fields	Updated topic with information about date data type support.
		Managing External Orgs Integration	Updated topic with information about adding one or more external integrations.
		Working with Permission Groups	Updated topic with information about updating guest and community user permission groups.
		Working with Users	Updated topic with information about updating custom fields and external ID for the user.
		Understanding Role-Based Access Control	Updated topic with information about account scope for permission group.
		Creating and Managing Fields	Updated topic with information about deleting custom fields.
		Creating Permission Groups	Updated topic with information about admin apps view permission.
		Importing Users	Updated 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: Field Definition `DELETE /api/schema/v1/objects/{objectName}/fields/{fieldName}`
		Conversion Management APIs	The following API endpoints are added: Currency Admin `GET /api/currency-management/v1/currency-rates` Frequency Conversion Admin `GET /api/conversion-management/v1/frequency-conversion-rates/{id}` `PUT /api/conversion-management/v1/frequency-conversion-rates/{id}` `DELETE /api/conversion-management/v1/frequency-conversion-rates/{id}` `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/{id}` `PUT /api/conversion-management/v1/uom-conversion-rates/{id}` `DELETE /api/conversion-management/v1/uom-conversion-rates/{id}` `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: Search Admin `GET /api/search/v1/datasyncstatus` `GET /api/search/v1/{objectName}/datasyncstatus` Search Runtime `POST /api/search/v1/objects/multiple/query` `GET /api/search/v1/objects/{objectName}/indexedfields`

Document	Publication Date	Topic	Description
October '23	04 Oct 2023	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 App	New 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`

Document	Publication Date	Topic	Description
June '23	07 Jun 2023	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

Document	Publication Date	Topic	Description
February '23	09 Feb 2023	All topics	New documentation set