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CLM for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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CLM for Salesforce

Running Wizards

Using the Preview Sidebar

To provide more flexibility when running wizards, a wizard user can access the Preview Sidebar, which tracks the wizard as steps are completed. The wizard user can use the Preview Sidebar to navigate to other steps in the wizard freely. Use the Preview Sidebar to:

  • Preview a future step in the wizard.
  • Track overall completion progress.
  • Return to a previous step in the wizard to complete responses or correct a mistake.
  • View a full preview of all completed responses.
To use the preview sidebar
  1. Launch a new wizard from the Wizards tab.
    The runtime wizard is displayed with the Preview Sidebar in collapsed view.
  2. Click the sidebar to expand it. You can see one of two possible views:
    • If you are running a linear, step-by-step wizard with no conditionally-shown steps, you can see and navigate to any step in the wizard.


    • If the wizard you are running contains any conditional steps, you can only see the current step and the Preview step. The preview sidebar displays additional steps as you complete the current step and conditions are satisfied to include the other steps in the wizard.


      Tip: You can click the X in the upper-right-hand corner of the sidebar at any time to collapse it.
  3. Click any step in the preview sidebar to preview it.
    Important: if you attempt to view a future step but the current step contains any required fields, you cannot preview that step until you have completed the required fields in the current step.


  4. Click Preview at any time to go to the Review screen where you can review all visible steps in the wizard, including any completed responses. The Preview screen only reflects steps that are present in the sidebar. No conditional steps are shown unless the conditions that trigger them are satisfied.
  5. Click Back to return to the last step you worked with.
Administrator Guide
CLM

June 3, 2025