CLM Customization using Custom Actions
Conga CLM enables you to introduce custom actions in the application to fulfill business requirements otherwise not achieved through out-of-the-box actions. You can add a custom action button in the contract details page header to perform either of the following functions:
|
Action Function |
Purpose |
|---|---|
|
Navigate |
To navigate the user to the URL specified in the Params field when the user clicks the custom action button. For example,
|
|
Execute Workflow |
To execute a workflow configured in the Conga Platform, when the user clicks the custom action button. |
|
Execute Custom Code |
To execute a code written in Custom Code in the Conga Platform, the user clicks the custom action button. To add a custom action button for CLM standard actions, you have specified the action name at the end of the URL. For example,
|
You can also set visibility or validation rules for page header actions, page tabs, sections within a detail page, and fields. You can configure rules such as:
- If a user enters a currency value, they must select a currency type, or the system displays an error message.
- For contracts of type MSA, display the "Additional Information" section.
- If the contract number is not provided, display an error message in the contract number field.
- Display or hide custom actions on the UI based on defined rule criteria such as user role.
You can add custom action buttons in the Contract Details page (in the page header only) and the Clause List page (in the grid only).
