202503.2.0

7 April 2025

Creating Email Templates

Updated topic with DefaultForProducts field information.

Working with Email Templates

Creating and Managing Fields

Updated the table with Lookup Field Criteria field information.

File Store Management APIs

• Create a new folder: POST /api/filestore/v1/folders/create

• List the contents of a folder: POST /api/filestore/v1/folders/{folderName}/list

202502.2.0

17 March 2025

202502.1.0

03 March 2025

202501.3.0

17 February 2025

202501.2.0

03 February 2025

202501.1.0

20 January 2025

Adding Users

Updated topic with information about a newly introduced OrganizationExternalId field to choose IdP for new user creation.

To create a workflow

Added details about the Instance tab.

Working with Workflow Instances

Added information on accessing instance details, such as activity execution data, activity state, and variable details.

Working with Workflow Definitions

Added information about the Advanced Search facility.

202412.2.0

20 January 2025

Working with Workflow Definitions

Updated the topic to include information about the UI changes to the side menu.

Creating Workflows

Updated the topic to include information about Workflow Types and Triggers.

202412.1.0

20 January 2025

Working with Workflow Instances

Updated topic with information about application behavior upon workflow execution.

Getting Started with Data Sync

Removed the Sync CLM Config Settings option as it is no longer required.

Managing External Integration

Updated topics to reflect the External ID field label change to Federation ID for the user management flow and External Organization ID for the external integration management flow.

Microsoft Entra (Azure AD) as a SAML Identity Provider

Salesforce as a SAML Identity Provider

Okta as a SAML Identity Provider

Adding Users

202411.2.0

9 Dec 2024

Creating Workflows

Updated topics for Streamlined Workflow Creation, Trigger features, and the renamed Resume activity (Wait for Conditions).

Wait for Conditions

Adding and Activating Users

Updated topic with information about the integration user type.

Adding SAML 2.0 Identity Provider

Updated topics to include information on uploading SAML XML files and downloading the Service Provider Metadata file via the UI.

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

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 a new API endpoint:

• Translation Admin

GET api/localization/v1/translations/{locale}/{module}/bulk

GET api/localization/v1/translations/{module}/locales

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

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

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.

Getting SAML Identity Provider Settings

Getting Salesforce Organization ID

February '24

07 Feb 2024

Managing Complex Metadata

New topic

User Groups

New Topic

Managing Telemetry Logs

New topic

Creating and Managing 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.

Conversion Management

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 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

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

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

February '23

09 Feb 2023

All topics

New documentation set