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Conga Revenue Lifecycle Platform 202408.3.0 Release Notes
In these release notes, you can find new features and enhancements and fixed and known issues for the Conga Revenue Lifecycle Platform 202408.3.0 release. For documentation updates, see What's New in Conga Revenue Lifecycle Platform Documentation.
This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your customer success manager (CSM) or account executive (AE) to discuss your specific features and licensing.
New Features and Enhancements
The following features are new to Conga Conga Revenue Lifecycle Platform in this release.
Role-Based Access Control (RBAC) for Fields
Role-Based Access Control (RBAC) for fields is a powerful feature that allows administrators to define and enforce access permissions at the field level for different user roles. This ensures that users have access only to the data they need, improving security and compliance within the system.
Field-level access control enables administrators to limit user access to specific fields within an object. For instance, if you have a Contract object with ten fields, you can configure the system so that certain user groups or roles can only view or edit specific fields while being restricted from others. For example, consider a scenario where a Contract object has fields like "Contract Name," "Amount," "Close Date," "Client Name," and others. You might want the Legal Team to monitor the contracts but not edit them. Using RBAC for fields, you can restrict the Legal Team to read-only access for "Contract Name," "Amount," and "Close Date," while preventing access to more sensitive fields like "Client Name" and "Internal Notes."
Field-level access control is managed through Permission Groups. By default, all fields within an object have full access (both Read and Edit). However, administrators can customize these settings to restrict access as needed.
You can also utilize the Field Permission APIs to set field-level RBAC.
For more information, see Understanding Role-Based Access Control and Creating Permission Groups.
Workflow Activity: Schedule Workflow
The Schedule Workflow activity now automatically initiates at regular intervals based on the specified frequency—daily, weekly, or hourly—with a set start date and time. For more information, see Creating Workflow.
Group by Support in Multiple Objects Search Query
The POST /api/search/v1/objects/{objectName}/query and POST /api/search/v1/objects/multiple/query APIs now support the Group by parameter for querying multiple objects.
Workflows: Smart Search Support
You can now search for and select variables, formulas, and context records when configuring Value Field properties within activities during workflow runtime. The selected variables and formulas are evaluated and used to update the assigned field values.
Workflows: Formula Builder
You can now create formula expressions to calculate field values within a workflow. These formulas can be applied across different activities as needed. For more details, see Defining formulas within a workflow.
Workflow Activity: Criteria Builder
Introduced the "Is Changed" operator in the activity criteria builder. This operator allows you to detect changes in a field’s value during record updates. It can be used to automate workflows by triggering updates or initiating actions when a field is modified. You can set the operator value to True or False to apply conditional logic based on these changes.
CX Studio: Apply rules to action using Advanced Rule Edit
The Advanced Rule Edit UI now supports defining rules for the action buttons in the page header. For more information, see Applying Rule.
Workflow Activity: Document Generation
You can now generate documents manually or automatically based on specified criteria using the Document Generation activity. For example, you can dynamically create customized contract documents using a criteria builder that is based on specific conditions and requirements. For more information, see Creating Workflow.
Application Manager: Page Creation
You can now create child pages directly under the global navigation menu. For example, you can add a "My Contracts" page under the CLM app's navigation menu. For more information, see Application Manager.
Grid View: Advanced Filter
The Advanced Filter window now displays a default row of filter criteria, so you no longer need to add it manually. For more information, see Filtering Records in the Grid View.
CX Studio: Cloning Standard Actions
You can now clone the application's standard actions using CX Studio. After cloning, you can rename the action and use it in the action pane of your object layout. For more information, see Cloning Standard Actions.
In-app Notifications
You can now set up in-app notifications and reminders to keep users informed about important tasks and deadlines, which improves productivity and task management. For more information, see Creating In-App Notifications.
Fixed Issues
The following issues are fixed in this release. If any actions are required, they will be listed in this table.
| Case Number | Conga Internal ID | Description |
|---|---|---|
| NA | EUF-2333 | Custom fields added to the detail page layout in CX Studio are removed automatically upon page refresh or when creating a new record. |
| NA | EUF-2106 | The visibility rule functions correctly in Edit Mode but fails to work after the record is saved. |
Known Issues
There are no known issues in this release.