In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the Conga Revenue Lifecycle Platform June '23 release. For documentation updates, see What's New in Conga Revenue Lifecycle Platform.

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.

Packages 

There are no packages required for Conga Revenue Lifecycle Platform.

New Features 

The following features are new to Conga Revenue Lifecycle Platform in this release.

App Launcher

The App Launcher feature provides a centralized interface for searching for apps, switching between apps, and personalizing favorites for quick access. For more information, see Accessing Apps.

Conga API Connections

Conga API Connections enable system administrators to configure the API to API Connection and the UI to API Connection to generate the Client ID and Client Secret to use the Conga APIs using the organization management user interface or REST APIs. For more information, see Conga API Connections.

Managing Application Schema

Schema Manager enables system administrators to create and manage the schema of any object. You can customize standard objects by adding more fields, picklists, and complex fields, as well as create custom objects and custom fields, picklists, and complex fields. You can use the schema manager user interface or REST APIs to manage application schema on the Conga Revenue Lifecycle Platform. For more information, see Managing Application Schema.

Managing Page Layouts

Page Layout editor allows system administrators to customize the appearance and functionality of entity record pages and record detail pages in a user-friendly manner. It provides a drag-and-drop interface, making it easy to control the layout and placement of various components.

Key features of the page layout editor:

  • Configure Entity Information on Grid View: Determine the specific fields and data that are displayed when viewing a list of records. You can choose which attributes or properties of an entity (such as an email or a contact) are shown in the grid view.
  • Manage Record-Level Entities: Manage the appearance and behavior of individual records or entities.

  • Related Lists (Sections): Related lists are typically used to display records related to the current record being viewed. For example, if you are viewing a customer record, related lists could include their orders, contacts, or support cases. The page layout editor enables you to manage these related lists, including which related entities are displayed and the ordering of the lists.

  • Define Rules for Individual Fields: Define rules for individual fields within a record. You can control which fields are visible, editable, or required when viewing or editing a specific record.

For more information, see Managing Page Layouts.

Importing Users

Using the Bulk Import feature, system administrators can import users from the external data source to the Conga Platform. They can only import new users and not update existing users using the import feature. For more information, see Importing Users.

Managing Views

You can save your filtered view of a record and set it as the default view, so there is no need to reselect the filters every time you open the Grid View (List View). Only you can see that saved view and others will see the default view or their own saved view. For more information, see Managing Views.

Managing View Settings

View Setting allows you to control which columns are displayed in the grid, freeze/pin a column range, rearrange the column order, and also change the column width by resizing the necessary columns. You can then save your filtered view of a record and set it as the default view, so there is no need to reselect the filters and rearrange the column every time you open the Grid View (List View). For more information, see Managing View Settings.

Filtering Records in the Grid View

You can filter 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. You can then save your filtered view of a record and set it as the default view, so there is no need to reselect the filters every time you open the Grid View (List View). For more information, see Filtering Records in the Grid View.

Managing Roles and Permission Groups

Role and Permission Group Management helps system administrators to configure security on the Conga Platform. A role represents a profile (e.g. system admin, contract facilitator, general user, etc.). Administrators can create user roles that contain a set of permissions with specific access to objects, records, pages, and administrative functions in applications that are built on the Conga Platform. You can use the User Interface or REST APIs as per your business needs. For more information, see Managing Roles and Permission Groups.

Managing Localization

Translation Workbench allows system administrators to configure locale settings and translate text, strings, and labels to any language suitable for the specific region-wise audience. You can use the User Interface or REST APIs as per your business needs. For more information, see Managing Localization.

Managing Data Sync

The Data Sync feature enables you to sync your data from existing systems at regular, scheduled intervals (or on-demand) to the Conga Platform. For more information, see Managing Data Sync.

Conga Revenue Lifecycle Platform REST APIs

The following REST APIs are new in this release:

Search APIs

  • Search Admin
  • Search Runtime

Scheduler APIs

  • Scheduler

Conversion Management APIs

  • Currency Admin
  • Currency Runtime

The following endpoints are new to the existing APIs in this release:

User Management APIs

  • 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

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

Configuration Management APIs

  • Configuration

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

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

Localization APIs

  • 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

  • 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

  • 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

For more information, see Conga Revenue Lifecycle Platform API Reference.

Enhancements

There are no enhancements in this release.

Data Model Changes

There are no Data Model Changes required for Conga Revenue Lifecycle Platform.

Fixed Issues 

There are no fixed issues in this release.

Known Issues 

There are no known issues in this release.

DOC ID: RLPJUNE23RN20230607