Adding an Additional Form API Endpoint Configuration
This article provides the steps to add an additional form API endpoint configuration.
Note:
This feature must be enabled by Conga. Contact your CSM for your information.
Adding an additional Form API endpoint configuration allows you to pull in data from an external source into a contract profile when requesting a contract. To add an Additional Form API Endpoint configuration, take the following steps:
- Click on the Gear icon at the top right of your screen.
- Click Additional Forms.
- Click New Contracts Additional Forms.
- Click the tab API Endpoint Configuration.
- Enter your Endpoint URL. At this time Conga only supports REST calls, and https endpoints.
- Click Add Substitution Data to populate data in the Fields Labels.
- Click the Dynamic Profile tab.
- Enter a name for the form.
- Click Add Field.
- Name the Field, select Text Field for the Field Type, and click Save.
- Click the field to display Field Properties.
- Within the API Mapping Key, enter the json path to map the text fields to the json fields. This will use the scientific name within the API Mapping Key.
- Click the Gear icon at the top right of your screen.
- Click Contract Request Types.
- Click New Bundle Request Type.
- Enter a name for the bundle in the Bundle Name field.
- Select the approvers within the Bundle Approvers field.
- Select Edit Mode: Enhanced.
- Click the tab New Request Type to the right of Bundle Configuration.
- Click the Additional Forms tab.
- Locate the name of the Contract Additional Form you created.
- Check on the checkbox under the Available column.
- Click Back to return to the Bundle Configuration screen and click Save.
- The request is now available to used who have permissions to submit requests. To create a new request, click Contracts from the navigation toolbar.
- Click Requests.
- Click New Request and select the request.
- Scroll down and select the form you created previously.
- Click into the field under API Endpoint Search Fields.
- Paste or enter your search information.
- Within the grid that display, click on one of the rows. When the search result is clicked, it is mapped to the field added to the additional form.
- Click Submit Request. The request needs to be approved by the users named within the bundle approvers.
- After the contracts is accepted, go to Links > Additional Forms > and select the name of the form you created.
