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Advantage Platform Administration

Wizard Layouts

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Creating Wizard Layouts

This section explains how to create a wizard layout using the low-code solution in the Conga Advantage Platform.

Note: The new Wizard Layout creation feature is currently in the beta phase, allowing you to create a wizard entry, specify the associated application, and define the entity type for which you are creating the wizard. It provides flexible customization through a low-code solution. After creating a Wizard Layout entry, you have to use the JSON-based metadata editor to define and tailor the wizard layout to your requirements
To Create a Wizard Layout:
  1. Log in to the Conga Advantage Platform as an admin.
  2. Click the App Launcher () icon in the top-left corner, then go toApps > CX Studio.
  3. In the left panel, click Wizard Layouts () and then click New. The New Form screen appears.
  4. Enter or select values for the following fields:

    Field

    Description

    Application NameSelect the application for which you want to create a wizard layout.
    Page Type
    Select the page type you want to apply to wizard
    • Detail: A detail page layout
    • Master Detail: A detail page with related items
    For example, for the Contract Request Form, use a master-detail page for record types and separate detail pages for each step, such as Basic Information, Terms & Renewals, and Key Dates.
    Entity Type

    Search for and select the object you want to create the layout for. As you type, a list of matching objects will appear.

    For example, search for the "Contract Request" object to create a Contract Request Form.
    Record Type

    Search for and select a record type from the list. The system will display a record type based on the object you choose in the Entity Type. Note that not every entity type requires you to select a record type.

    For example, for the Contract Request entity type, options such as MSA, NDA, etc., are displayed.
    VariantEnter the variant based on the page type:
    • For a Master Detail page, use "config" as the variant.
    • For a Step Detail page, use "step-<step-name>". For example, if the step is "Step 1: Basic Information," the variant would be "step-basic-information".
    Owner Type

    Select the owner type to personalize the wizard layout view:

    • None: Select none to create a dynamic page accessible to all users.
    • User: Select user to create a dynamic page for a specific user.
    • Role: Select role to create a dynamic page for a group of users based on their roles.
    Note: The application prioritizes the User setting when two similar object layouts exist—one with the Owner Type set to User and the other to Role.
    Owner

    Search for the user or select a role name to create a personalized page view experience for users assigned to that role.

    Note: If you leave the owner field blank, the layout defaults to public and all users can access it, regardless of the selected owner type.
  5. Click Save. A success message appears. A newly created wizard layout entry is now available on the Wizard Layouts listing.
  6. Go to the More () icon at the start of the Wizard Layout record in the list and select Edit Metadata option. The JSON Editor opens and displays the wizard layout code in JSON format.
  7. Edit the JSON code to create the wizard entity detail or step layout as needed. Click Beautify to format the code to the standard structure.
  8. Click Save.

Your Wizard Layout has been created, and it appears in the Wizard Layout's list.

You can further customize it by applying rules, adding actions, and hiding steps based on user roles using CX Studio's built-in features. To learn more, see Editing Wizard Layouts.

For a practical understanding on applying this to your business requirements, check the Use Case section.

Administrator Guide
Conga Advantage Platform Administration

May 12, 2025