Conga Product Documentation

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Cloning Dynamic Document Assembly

Note: The instructions for cloning Document Assembly Rulesets, Rules and Components on this page only applies to Rulesets that contain clause components. Cloning for Rulesets that contain attachment components is planned for future releases.

With Dynamic Document Assembly, you can now clone Document Assembly Rulesets, Document Assembly Rules, and all the associated components.

Doc Assembly Rulesets can be cloned with all active rules and components. Similarly, a Doc Assembly Rule can be cloned with all components.

Note: The Conga CLM Clone action button overrides the standard Salesforce Clone action button. The new Clone action button redirects you to the DocAssemblyRulesetClone or DocAssemblyRuleClone Visualforce pages to clone the Doc Assembly Ruleset and Doc Assembly Rule respectively. In the previous releases, the Clone action button used to redirect you to the standard Salesforce Visualforce page.

Cloning Doc Assembly Ruleset

The newly cloned ruleset record requires that you must enter the mandatory sequence, enter a unique name and activate it (A).



The Update Rule Criteria (B) section contains the dynamic fields which the system identifies in the field sets.

One of the field in the Update Rule Criteria section is the Match Rule field, which updates the new value of a field and works as follows:

If the field contains equal to, the Match Rule updates the new value of that field if the current value for that particular field matches the old value.If the field contains not equal to, the Match Rule updates the new value of that field if the current value for that particular field does not match the old value.If the field contains any, the Match Rule updates to the new value without checking the current value.

Cloning Doc Assembly Rule

The Clone button on the Doc Assembly Rule detail page clones the existing Doc Assembly Rule, generates a sequence, and then activates the newly cloned rule (A).



The Update Rule Criteria (B) section allows you to enter a new value or select an existing value for each filter field.

Cloning Doc Assembly Component

The deep cloning of a component clones the current version and lets you select the content to place in the new component.

If you clone a clause template to replace an existing clause template with the Clone functionality of X-Author Contracts, while the original clause template is used as a component on the Doc Assembly Rule, then the system will identify the UUID of the new clone template on the original cloned clause template record.



The fields, such as Cloned From and Cloned From Reference, on the Template detail page enable you to track the cloning information of the content in a component, which can be a clause or template. These fields are populated by X-Author Contracts when checking in a cloned template.