• CancellationToken Implementation Guidelines
• Internal Webhook V2
• .NET Class Library Usage
• Custom Error activity
• HTTP Callout V2
• Workflow Management
• Custom Code Analyzer Rules
• Telemetry Helper
• Custom Code Project Deployment
• Importing Custom Code to Conga Advantage Platform
• HTTP Header Access Reference for Custom Code Extensions
• Configuring Log-Level Overrides for Custom Code
• DataHelper Cursor-Based Pagination Reference
• Standalone Workflow Instance Persistence

• Adding Contact Scope
• Use Case

• Conversion Rate Lookup Precedence
• Guidelines for Functions

• Configuring the Salesforce Settings
• Apply Schema Default When Source Value is Null or Empty
• ComplexCpqFilter

• Selective Migration
• Incremental Migration
• Performing Selective Migration
• Full Migration

• Data Sync Schedule
• Data Sync Run History
• Data Sync Schedule
• Audit and Access Report

• Field Type Compatibility Between Salesforce and Platform
• Creating a Field Mapping
• Transforming Field Values
• Viewing the Pre-Sync Validation Report
• Bulk Mappings
• Audit and Access Report

• Data Sync Schedule
• Data Sync Run History

• Creating a Field Mapping
• Transforming Field Values

• Custom Code Project Deployment
• Importing Custom Code to Conga Advantage Platform

Conversion Rate Lookup Precedence

New topic for Product ID and Product Family support in UOM and Frequency conversion APIs.

Workflow Management

HTTP Callout V2

Custom Error (Screen Flow)

Supported .NET Namespaces

New topic

Global Search Service Quotas

New topic

Internal Webhook V2

New topic

Internal Webhook

Incremental Migration

New topic

Performing Incremental Migration

New topic

Use Case: Promoting UAT-Validated Changes to Production Using Incremental Migration

New topic

Migration Manager

Updated topic with Incremental Migration information.

Task Management

Updated topic with Verifiable Task type and attachment enhancement information.

Creating a New Task

Updated topic with Verifiable Task type and attachment enhancement information.

Understanding Roles and Permissions for Task Management

New topic

Reports and Dashboards

Updated topic with Scheduling Reports information.

Scheduling a Dashboard Report

New topic

Scheduling a Chart Report

New topic

Creating a Scheduled Report from the Reports Tab

New topic

Manage Scheduled Reports

New topic

Telemetry Logs

Updated topic with Modern UI overview information.

Log Details

New topic

User Account Access

New topic

Login as User

New topic

Switch between Classic UI and Modern UI

New topic

Integration Hub

Updated the topic to include information about accessing Workato directly from within the application and using SSO-based authentication.

Recycle Bin

New topic

Search Settings

Updated the topic to include details about Global Search support.

Workflow and Service Hooks Execution Failure Notifications

Updated the topic to include information about email notifications for service hooks execution failures.

Configure Workflow Instance Retention Period

New topic

Switch between Classic UI and Modern UI

New topic

Data Sync Frequently Asked Questions (FAQ)

New topic

Approval

Interactive Decision

CLM Send for Review

CLM Implicit Interactive

Document Generation

Esignature

New topic

New topic

Updated topic to include additional schema validation checks.

Callback workflow: Execute Custom API

New topic

Send Email

Updated the topic to reflect that editor text areas now support only Liquid syntax.

New topic

Updated the topic to include information about pre-sync validation.

Updated the topic to include information about enabling the Pre-Sync Validation notification email.

How to Use the Get Records Output

New topic

Defining Variables within a Workflow

Updated information about Record data type support.

Updated the user guide to clarify that scheduled data sync uses the creator's user context.

Updated API documentation to support API key authentication for external integrations, alongside existing authentication methods.

Configure OAuth 2.0 Authentication for Salesforce Data Sync

New topic

Setting Up an External Client App for OAuth 2.0 Client Credentials

New topic

Date and DateTime Formatting in Workflow

New topic

Permission Groups

Updated information about permissions for system-generated fields.

Performing Selective Migration

Added information regarding Select All option in the Data tab.

HTTP Callout V2 Activity

Added information about using activity outputs directly in workflow expressions and as activity inputs.

Data Transformation Activity

Importing Custom Code

Added error handling information.

Performing a Selective Migration

Updated topic with Criteria Builder feature.

Use Case: Migrating Active Customer Data Using Selective Migration

New topic

Property-Based Access Control

New topic

Task Management

New topic

Migration Manager

New topic

Reports and Dashboards

Added information regarding translation support.

Translation Management

Added a note for the language support for the Reports and Dashboards.

Search Settings

Added a limit for search settings.

Assignment Activity

Added information on how variables are evaluated for each row.

Execute Custom API

Added information about support for route parameters.

Approval

ESignature

Document Generation

Added information about support for notes and assignees.

Record Trigger

Added details about IntelliSense support across standalone, staged, and before-save workflows.

Integration Hub

New topic

CLM Send For Review Activity

New topic

Interactive Decision Activity

New topic

CLM Implicit Interactive Activity

New topic

HttpHelper

Updated the topic with new code samples for passing multiple HTTP header values.

Custom Code Guidelines

Added information about the self-instantiation as field anti-pattern.

Use Case: Configuring Agreement Access Control

New topic

Use Case: Automated Billing Date Calculation using Workflow

New topic

Use Case: Contract Request Creation via Button in CLM UI

Updated the topic to improve usability.

N/A

No changes in the document.

N/A

No changes in the document.

N/A

No changes in the document.

Data Transformation Scenarios and Rules

New topic

Telemetry Logs

Added information about the 30-Day Log Retention, Filter by Service Name, Product Field picklist, and Custom Date and Time rang filter information.

Custom Code Compilation Checks During Build

New topic

Approval

E-Signature

Document Generation

Updated the topics with Notes field information to record activity-specific details.

Activating or Deactivating Users

Added details about how the application handles user status when integrated with Salesforce.

Helper Classes

New topic

N/A

No changes in the document.

Execute Custom API

Updated the activity property to include details about the new route parameters.

Assignment

Added an example to demonstrate row-wise variable value evaluation.

Creating Object Mappings

Added information about the supported values for reverse data sync.

Record Trigger

New topic

Workflow Creation

Updated record trigger property w.r.t to behavior upon editing record trigger activity.

Set Up Connected App for OAuth 2.0 Client Credentials

New topic

Conga IdP Users ? Login and Account Considerations

New topic

Conga IdP Users ? Email-Based Login Update FAQs

New topic

Adding a User

Updated Email and Username fields information for Conga IdP users.

Logging into the Conga Advantage Platform using the Conga IdP

Updated steps for the email-based login flow.

Resetting Password for Conga Advantage Platform

Translation Management

New topic

Conga IdP Users ? Login and Account Considerations

New topic

Conga IdP Users ? Email-Based Login Update FAQs

New topic

Logging into the Conga Advantage Platform using the Conga IdP

Updated topic with information about email-based login for the Conga IdP users.

Adding a User

Updated topic with information about Preferred Locale.

Organization Management

Updated topic with information about Preferred Locale.

Creating Custom Dashboards

Updated topic with information about automatically selection of Custom tag, Enable Embedding option, and Slug URL.

Email Services

New APIs - Email Profile

Updated API - Send Email

Define Custom API Response Status Codes

New topic

Create Records

Updated properties and entry criteria to align with IntelliSense suggestions.

Update Record

Updated criteria to align with IntelliSense suggestions.

HTTP Callout V2

New topic

Data Transformation

New topic

Activity Execution Limits and Loop Detection

New topic

Enterprise Data Connector for Reporting

New topic

Editing a User

Added a note explaining that Conga IdP users cannot edit the email field.

CancellationToken Implementation Guidelines

Added a custom API code sample and included a multi-inheritance example.

Send Email

Added a note clarifying which email address is used to send emails.

Send Email by Template

Callback Workflow

New topic

Before Save Workflow

New topic

Before Save and Callback Workflow Activities

New topic

Setting the Default Organization

New topic

Reports and Dashboards

Updated topic with information about enhanced Reports and Dashboard User Interface.

Applying Rules

Updated topic with information about organization information support for visibility and validation rules.

Telemetry Logs

Updated topic with information about a record visibility message on the list screen.

Exporting Telemetry Logs

Updated topic with information about export confirmation dialog and toast notification.

Custom Code Guidelines

New topic

CancellationToken Implementation Guidelines

New topic

Developing Custom Code

Updated topic with information about custom code guidelines in the prerequisites section.

Importing Custom Code

Deploying a Custom Code Project

Lifecycle Workflow

Installing NuGet Tool

New topic

Validating Custom Code

New topic

Telemetry Logs

Updated topic with information about enhanced Telemetry Logs User Interface.

Exporting Telemetry Logs

New topic

Downloading Telemetry Logs

New topic

HTTP Callout

Updated topic to include PATCH method support.

Reports and Dashboards

Updated topic with information about creating datasets and custom dashboard.

Creating Physical Datasets

New topic

Creating Virtual Datasets

New topic

Cloning and Creating Custom Dashboards

New topic

Creating Charts

New topic

Creating Custom Dashboards

New topic

Renaming a Picklist

New topic

Schema Manager API

A new API is introduced for renaming picklist:

PATCH /api/schema/v1/objects/{objectName}/picklists/rename

Running Data Sync On Demand

Updated topic with information about running the data sync for specific mapped objects.

Managing Localization

Updated topic with the information about supported locales for translations within the application

Adding Translation Entries

Adding Users

Updated topic for the name change of user type Community to DIgital Commerce.

Viewing Conga Org Details

Updated topic for the name change of the Enable Guest & Customer Community User toggle to Enable Guest & Customer Digital Commerce User.

To create object mapping

Updated the Is Document Sync Required? toggle description for the document sync support for the Proposal object.

Working with Data Sync Run History

Updated Action description for the cancel action.

Updated the topic for the new HTTP Callout activity.

New topic

Workflow Activities

Updated all activity-specific topics to align with the new user interface.

Reports and Dashboards

On-Behalf Access

New topic

Creating Email Templates

Added a validation note for default custom email templates

Working with Email Templates

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

Extensibility API

New REST API to retrieve package information

GET /api/extensibility/v2/deployment/package/{name}/info

Extensibility API

Update in the Package Deployment History API to identify packages eligible for deployment in a higher environment.

Audit APIs

New REST APIs:

Field History Tracking Config: Configure and manage fields for tracking.

• PUT api/audit/v1/objects/{objectName}/field-history-tracking-config

• DELETE api/audit/v1/objects/{objectName}/field-history-tracking-config

• GET api/audit/v1/field-history-tracking-config

Field History Tracking: Retrieve the specified field's change history.

• GET api/audit/v1/objects/{objectName}/records/{recordId}/field-history-tracking

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.

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.

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

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.

Managing Service Hooks

Updated the topic with information about graphical user interface enhancements.

Managing Data Grid View

Updated the topic with information about configuring bulk record edits in the grid view layout using CX Studio.

Okta as a SAML Identity Provider

Updated the topic with information about IdP-initiated flow details.

Start Workflow

Updated topic with information about trigger condition for the Update action type and for the Create and/or Delete action types.

Create Records

Updated the topic with information about supporting dynamic configuration for the Owner field and the lookup field.

Update Records

Managing Branding and White Labeling

New topic

Adding and Activating User

Updated topic with information about different user types.

Extensibility API

Introduced new API endpoints that allow executing custom code based on data change events or scheduled triggers:

• GET /api/extensibility/v1/servicehooks/rules/ {name}
• PATCH /api/extensibility/v1/servicehooks/rules/{name}
• DELETE /api/extensibility/v1/servicehooks/rules/ {name}
• POST /api/extensibility/v1/servicehooks/rules
• GET /api/extensibility/v1/servicehooks/rules
• GET /api/extensibility/v1/servicehooks/rules/supported-event-types

Creating User Groups

Creating Email Notifications

Creating In-App Notifications

Updated topics with information about sending notifications (email and in-app) to all members of the group.

Send Email

Send Email by Template

Updated topics with information about supporting dynamic recipient email addresses.

Creating Permission Groups

Updated topics with information about the Read Criteria for all object permissions.

Understanding Role-Based Access Control

Updated topic with information about object and action permissions behavior.

Creating Permission Groups

Creating Workflow

Updated topic with information about Schedule Workflow activity.

Understanding Role-Based Access Control

Updated topic with information about record type level permission control and field level permission behavior.

Creating Permission Groups

Record Type Permission APIs

Introduced new API endpoints under the User Management APIs.

Managing Data Grid View

Updated topic with information about field level permission behavior.

Managing Content Details View

Creating Workflow

Updated topic with information about activity listing by workflow type.

Defining Variables

New topic

Understanding Role-Based Access Control

Updated topic with information about field-level permission control.

Creating Permission Groups

Field Permission APIs

Introduced new API endpoints under the User Management APIs.

Creating In-App Notifications

New topic

Search APIs

Updated the following APIs with information about Group by support in multiple objects search query:

• POST api/search/v1/objects/{objectName}/query
• POST /api/search/v1/objects/multiple/query

Creating Workflow

Updated topic with information about:

• Schedule workflow activity
• Document generation workflow activity
• Formula builder

Defining formulas withing a workflow

New topic

Application Manager

Added a new sub topic about child page creation

Filtering Records in the Grid View

Updated topic with information about the advanced filter

Applying Rule

Updated topic with information about applying rules to action using Advanced Rule Edit

Cloning Standard Actions

New topic

Creating Workflows

Updated the topics with information about the ESignature activity that helps to perform electronic signatures (eSign).

Controlling Tab Visibility using Rule Editor UI

New topic

Application Manager

New topic

Data APIs

Introduced new API endpoints:

• POST /api/data/v1/objects/ {objectName}/{recordId}/share
• PUT /api/data/v1/objects/{objectName}/{recordId}/access-level
• DELETE /api/data/v1/objects/{objectName}/{recordId}/un-share
• GET /api/data/v1/objects/ {objectName}/{recordId}/sharing-info
• GET /api/data/v1/objects/{objectName}/{recordId}/{trackingId}/sharing-status

Creating Workflows

Updated the topics with information about the Create Record activity that helps to create a record for an object at runtime.

Filtering Records in the Grid View

Updated the topics with information about the support of the Contains operator for the Picklist and Lookup fields.

Managing Data Grid View

Updated the topics with information about the use of JavaScript to manage actions on the Grid List view page layout.

User Management APIs

Updated the POST /api/user-management/v1/users API endpoint and introduced PATCH /api/user-management/v1/users/{integrationUserId}/secret and GET /api/user-management/v1/users/{integrationUserId}/secret API endpoints to support the integration user type.

Creating Workflows

Updated the topics with information about layout enhancements of the activity listing window.

Working with Data Sync Run History

Updated the topics with information about reverse data sync status.

CX Studio

New topic

Filtering Records in the Grid View

Updated the topics with information about filtering the grid view of records assigned to the owner with a User Group.

Supported Mime Types and File Extensions for Email APIs

Updated the topics with information about .msg file extension support.

Email APIs

Updated the following API endpoints to support .msg file extension:

• POST /api/email/v1/emails
• POST /api/email/v1/emails/bulk
• POST /api/email/v1/email-templates/{id}

Creating and Managing Object Mappings

Updated the topics with information about the auto-population of Source Field Type and Target Field Type based on the selected Source and Target Field names.

Creating Email Templates

Updated the topics with information about custom code support in the email template.

Creating Workflows

Updated the topics with information about workflow variable data type selection.

Document Management APIs

Updated the following API endpoints to support .msg, .xls, and .xlsx file extensions:

POST/api/document-management/v1/documents

POST/api/document-management/v1/documents/upload

Schema Manager APIs

Introduced new API endpoints:

Object Metadata

• GET /api/metadata/v1/objects/{objectName}/fields/{fieldName}
• GET /api/metadata/v1/objects/{objectName}/fields/{fieldName}/dependency-fields

Creating Workflows

Updated the topics to reflect the enhanced user interface.

Working with Workflow Instances

Managing Data Sync

Updated the topic with information about including audit fields in reverse data sync.

Creating and Managing Object Mappings

Working with Stages

New topic

Creating Workflows

Updated topic with information about Fault and Done outcomes for the update activity

Creating Roles

Updated topic with information about application access for non-admin users.

Creating Permission Groups

Creating Notifications

Updated topic with information about checking criteria when the notification is triggered.

Logging in to Conga Revenue Lifecycle Platform

Updated topic with information about multi-factor authentication (MFA) with the Conga IDP.

Viewing Conga Org Details

Updated topic with information about disablement of a welcome email upon a new user creation.

Creating and Managing Fields

Updated topic with information about automatic field value calculation using Rollup data type.

Reporting and Dashboards

Updated topic with information about the tenant-specific record display for logged-in users.

Creating and Managing Fields

Updated topic with Is Queryable label wherever there was Is Indexed.

Creating Notifications

Updated topic with information about recipient type as Field.

Running Data Sync on Demand

Updated topic with information about turning off a welcome email upon data sync completion.

Filtering Rexords in the Grid View

Updated topic with information about improved filtering experience.

Scheduler API

Updated the delete API method to delete the scheduled job's execution history:

DELETE https://rls.congacloud.com/api/scheduler/v1/jobs/{jobName}

Reporting & Dashboards

New topic

Creating Workflows

Updated topic with information about new workflow activities.

Working with Workflow Definitions

Updated topic with information about the out-of-the-box (OOTB) workflow definitions.

Creating and Managing Fields

Updated topic with information about custom field deletion.

Alert Management APIs

• Introduced a new API endpoint to get the notification audit logs: GET /api/alert-management/v1/notifications/{notificationId}/execution-logs
• Enhanced the create notification API to check criteria when the notification is triggered: POST /api/alert-management/v1/notifications

Translation API

Enhanced the bulk update localization API to update multiple translations for a specific locale and module.

POST /api/localization/v1/translations/bulk

Creating Notifications

Updated topic with information about multiple recipient support for a notification.

Managing Custom Code

New topic

Managing Service Hooks

New topic

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

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 Translation Admin API endpoint:

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

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 User Admin API endpoint: POST api/user-management/v1/users/{userId}/send-welcome-email

Localization APIs

Introduced a new Translation Admin API endpoint: GET api/localization/v1/translations/{locale}/{module}/bulk

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

Managing Notifications

New topic

Search APIs

The POST /api/search/v1/objects/multiple/query endpoint is updated to include the total document count and the number of occurrences count in the response.

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

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:

• 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}

• 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

This Field Definition API endpoint is added: DELETE /api/schema/v1/objects/{objectName}/fields/{fieldName}

Conversion Management APIs

The following API endpoints are added:

Frequency Conversion Runtime: POST /api/conversion-management/v1/query/frequency-conversion-rates

UOM Conversion Runtime: POST /api/conversion-management/v1/query/uom-conversion-rates

Search APIs

The following API endpoints are added:

• GET /api/search/v1/datasyncstatus
• GET /api/search/v1/{objectName}/datasyncstatus

• POST /api/search/v1/objects/multiple/query
• GET /api/search/v1/objects/{objectName}/indexedfields

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:

• 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

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:

• POST /api/schema/v1/objects/{objectName}/fields/{fieldName}/expression/validate
• GET /api/schema/v1/objects/formula-functions

• POST /api/schema/v1/objects/{objectName}/recordtype-entries
• PUT /api/schema/v1/objects/{objectName}/recordtype-entries/bulk

Conversion Management APIs

The following Currency Runtime API endpoint is added:

Configuration Management APIs

The following Configuration API endpoint is added:

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:

• POST /api/user-management/v1/api-connections/{externalIdentifier}
• PUT /api/user-management/v1/api-connections/{externalIdentifier}

• 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 Configuration API endpoints are added:

• 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

Email APIs

The following Email Template API endpoints are added:

• 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

All topics

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