Conga Product Documentation

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Controlling the Display of the Next Steps Buttons

Clone the variant 'action-panel'.

On the Quote header, in the Next Steps button various actions are launched. For example Generate, Send for Review, Clone Quote, Approve Quote etc. You can show or hide these OOTB as per your business requirements using CX Studio.

Following is an example of how to hide the Send for Review Button. In the metadata, 'hidden' is set to true.
{
"name": "SEND_FOR_REVIEW",
"id": "cpq_send_for_review_btn",
 "key": "cpq_send_for_review_btn",
"label": "Send For Review",
"hidden": true,
"translationKeys": {
"label": "SEND_FOR_REVIEW"
                           }
  1. Login to the Conga Platform to view the Conga Platform's Welcome Page.
  2. Click CX Studio > Object Layouts.
  3. Search for the cloned variant of 'action-panel'.
  4. Click vertical ellipse and click Edit Metadata.
    The JSON Editor opens.
  5. Search for the action button that you want to show or hide and enter the parameter 'hidden': true/false.
  6. Click Beautify > Save.