Conga Product Documentation

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Conga CLM Objects

Conga CLM objects contain fields that are maintained in the corresponding tables for the objects.

Note: Check organization-wide defaults set for the objects. This table is for guidance only.

Object

Purpose of the Object

Account Hierarchy

This defines a single instance of an account hierarchy relationship. It contains the leaf ID, the parent ID, the root ID, and the level.

Agreement Action Condition

Represents conditions to enable agreement actions

Agreement Explorer

A reusable, unique combination of Field Sets and Filter Sets.

Agreement Hierarchy

This defines a single instance of an agreement hierarchy relationship. It contains the leaf ID, the parent ID, the root ID, and the level.

Agreement Line Item

Represents a product or service line item associated with an agreement

Agreement Lock

Represents a lock on the agreement

Agreement Clause

Represents a clause associated with an agreement

Agreement Document

Links to agreement documents that are not stored in Conga CLM

Agreement Protection

Specifies protection settings for agreements generated by the Contract Wizard and maintained by the Contract Author

Agreement Rule Condition

Specifies a condition used to evaluate an agreement rule

Agreement Rule

Specifies a rule used to evaluate various agreement actions such as submit request

Agreement Term Exception

Term Exceptions associated with a given Agreement

Admin

Store admin preferences and metadata

Agreement

Represents an agreement in the system

Related Agreement

To identify the different types of relationships between agreements

Template

Contract language templates available in the system. These templates specify guidance, language, local setitngs, and include Word attachment templates representing the bulk of actual contracts that can be used when creating a first draft . Templates can include standard and non-standard language.

Async Merge Call

Holds asynchronous merge calls

Content Event

Holds content events for subscribers to handle

Cycle Time Field Data

Holds the data captured on fields for cycle time reporting

Cycle Time Field

Holds the fields monitored for cycle time data capture

Cycle Time Group Data

Holds the data captured on groups for cycle time reporting

Cycle Time Group

Holds the groups monitored for cycle time data capture

Doc Assembly Component

Represents a single component in a document assembly rule

Doc Assembly Ruleset

Represents a rule set that contains a list of rules to determine the sections to include in a dynamic template.

Doc Assembly Rule

Represents a single rule in a document assembly ruleset

Document Agreement Clause

Agreement clauses in an agreement document

Document Version Detail

Holds the version details of a document

Document Version

Represents a document version

Agreement Document Output Format

Holds default output format preferences by user profile and agreement type for use in the agreement document generation process.

Formula Field (Comply)

Represents a formula field used in agreement rules

Merge Event Detail

Holds document merge event details

Merge Event

Holds document merge events for subscribers to handle

Query Template Filter

Filter expression used in a query

Query Template Qualifier

Filter used to select a query template

Query Template

Query Template for bulding soql queries and filters

Retention Policy

Holds object retention policies

Search Filter (Comply)

Represents a search filter

Template Clause Reference Version

Holds Template Clause References for this version

Template Clause Reference

Represents a clause reference in a template or a library

Template Datasource Filter

Represents a datasource filter associated with a template

Template Dynamic Section Version

Holds the template dynamic section details for a given template version

Template Dynamic Section

Represents a dynamic section in a template

Template Version

Holds various versions of this template and is a Master-detail to Template

Temp Object (Comply)

A container for temporary objects and attachments

Term Exception

Term Exceptions master table

Wizard

A runtime instance of the wizard design

Wizard Design

Holds all the wizard design records

Wizard Input Control

The individual question, instruction statements and associated field attributes

Wizard Input Control Runtime(Deprecated)

Input Control instance within a runtime wizard

Wizard Input Control (Deprecated)

The individual question, instruction statements and associated field attributes

Wizard Input Group (Deprecated)

Groups input controls within a step

Wizard Rule

Individual rules which are applied within a ruleset.

Wizard Ruleset

A collection of rules that are applied to input control and steps. The system determines a ruleset at the level of input control expression formula, determine focus objects, record type and step navigation rules.

Wizard Ruleset Runtime (Deprecated)

A runtime instance of the ruleset provided by the wizard design

Wizard Ruleset (Deprecated)

A collection of rules that are applied to input control and steps. The system determines a ruleset at the level of input control expression formula, determine focus objects, record type and step navigation rules.

Wizard Rule (Deprecated)

Individual rules which are applied within a ruleset.

Wizard Runtime Input

Input Control instance within a runtime wizard

Wizard Runtime (Deprecated)

A runtime instance of the wizard design

Wizard Step

The step that is designed and used in Wizard designs.

Wizard Step Runtime (Deprecated)

A runtime instance of a wizard step design.

Wizard Step (Deprecated)

The step that is designed and used in Wizard designs.

Wizard Design (Deprecated)

Main Wizard Object, each record represents a Wizard design