About Release Notes

Conga Release Notes contain the following information about Contract Management on Salesforce Summer 2020 Patch 4 Release.

For more information on new features, enhancements, and document improvements refer to

  • What's New in Contract Management on Salesforce Summer 2020 User Guide or
  • What's New in Contract Management on Salesforce Summer 2020 Administrator Guide or
  • What's New in Contract Management on Salesforce Summer 2020 SOAP API Guide
  • Packages: Lists packages that are required to upgrade to this release of the product
  • System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
  • New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information
  • Enhancements: Provides high-level descriptions of enhancements to existing features
  • Data Model Changes: Lists changes to the data model
  • Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
  • Known Issues: Lists known issues that are applicable in this release

This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.

Packages

The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.

Product

Latest Certified Version (Name | Number)

Conga Base Library
1.1.93 | 1.93


Mandatory package to be installed in the Summer 2020 release.

Conga Content Integration 

6.3.0012 | 6.12

Conga Contract Lifecycle Management (New)

11.1.0547.1 | 11.547.1

Conga DocuSign API 

(Required if you are using DocuSign)

6.0.0093 | 6.93

Conga Contract DocuSign Integration

(Required if you are using DocuSign)

4.1.0040 | 4.40

Adobe Sign 

(Required if you are using Adobe Sign)

22.11 | 22.11

Conga Contract EchoSign Integration 

(Required if you are using Adobe Sign)

8.44 | 8.1.0044

Before installing or upgrading Conga managed packages, you must review the dependency matrix for each managed package. You can refer to the package dependency matrix at Packages Dependency Matrix

To support the File type of document generated, if users check-in and check-out documents from X-Author Contracts, they must use X-Author Contracts V9.1.0430 and later versions.

The template of Pre FX2 format does not support the File type of document generated regardless of the X-Author Contracts version.

System Requirements and Supported Platforms

Conga Contract Management is a web-based, on-demand application that is accessed via a standard web browser through the Internet. Before you install and start using Conga Contract Management, you must ensure the minimum system requirements.

System Requirements
ItemRequirement
Operating SystemStandard Salesforce.com requirements. 
Browser

Conga supports the following browsers:

  • Google Chrome
  • Microsoft Edge

Conga recommends the latest stable version of the browser for the best performance.

Internet Explorer is not supported.

Microsoft Office
  • Microsoft Word 2010 (32 bit & 64 bit) or Office 2010 (32 bit & 64 bit)
  • Microsoft Office 2019, 2016, 2013, and desktop version of Office 365

Conga recommends the latest Microsoft Office Suite for the best performance.

New Features

There are no new features in this release.

Enhancements

There are no enhancements in this release.

Data Model Changes

There are no data model changes in this release.

Resolved Issues 

The following table lists the issues resolved in this release.

Case NumberConga Internal IDDescription
NACLM-6661A user observed duplicate attachments after cloning, renewing, or amending an agreement.
NACLM-6620

A user required an option to enable a custom button to import large files.

Resolution: You can use ImportLargeFile_Custom to enable the custom button to import large files. For more information, see Enabling and Customizing Action Panel in Contract Management on Salesforce Summer 2020 Administrator Guide.

NACLM-6617

A user required an option to enable a custom button to merge documents.

Resolution: You can use MergeDocument_Custom to enable the custom button to merge documents. For more information, see Enabling and Customizing Action Panel in Contract Management on Salesforce Summer 2020 Administrator Guide.

NACLM-6543

When a wizard had a combination of Set this control value and Hide this control input rules, the control value was not set after creating an agreement from the wizard.

Resolution: When you set APTS_WizardPersistHiddenValue to true and you run a wizard containing a field that has a combination of Set this control value and Hide this control input rules, the field value is set in the object you are creating. For more information, see Admin Entries and Configuring Step Input Rules from the Wizard Designer in Contract Management on Salesforce Summer 2020 Administrator Guide.


The following table lists the known issue resolved from the previous release.

Conga Internal ID

Description

CLM-6545/
CLM-5898

When the help text was defined at the object level and wizard level, both the help icons were displayed.

Resolution: When the help text is defined at the object level and wizard level, only the wizard level help text is displayed.

Known Issues

The following table provides the cumulative list of known issues up to this release.

Conga Internal IDDescription
CLM-6314In the Console app, after creating an agreement, you are navigated to the Agreement List page instead of the Agreement Detail page.
CLM-5367In the Console tab, when you click Cancel, the tab does not close while sending for signatures and sending for review.
CLM-5359When you choose any value instead of the first value in the wizard lookup field in Salesforce Classic, the value resets to the first value.
CLM-5988When you use a checkbox object field in input rules condition, checked and unchecked options are not visible.
CLM-5917

If Set This Control Value rule is set on an input field, you cannot modify the input in the wizard.

CLM-5976

When you open a wizard in the Classic mode with rules on a Lookup field, you encounter an error.

CLM-5367The console app tab remains open on canceling sending for signatures and review.
CLM-5207The console app displays the Generate button even after the user has generated the document.
XA-2718

On Partner Community portals, when you try to upload an offline agreement or check in an existing template to agreements in FX2 format from X-Author Contracts, an error message is displayed for version-aware and non-version-aware file or attachment type document.

CLM-3212The Work Order custom object is not enabled for a template object of the Pre FX2 format.
CLM-3211Agreement flow does not work for Communities in the Salesforce Lightning mode.
CLM-2730In the Salesforce One app, when a user clicks the Agreement Actions from the Action panel once, the user stays on the same page. To go to the next page, the user must click twice. This is a Salesforce limitation for embedded Visualforce pages.
CLM-2690In the Salesforce One app, clicking the lookup option does not open a new pop-up window.
CLM-2440After an agreement document is sent for review, the activity history does not record details for any of the attachments.
CLM-2416Entries on the Master Agreement Clauses listing are showing an incorrect timestamp.
CLM-2319When a user uses the type-ahead search feature in the Wizard Component Library, the resultant text is sometimes deleted as it is being typed.

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DOC ID: CMSFSUM20RNP420201006