Cloning Document Templates

This API clones all the attachments and files associated with the source email template and associate them with the newly cloned email template. This API is a callback API of cloneEmailTemplate API.


API	Signature
afterEmailTemplateClone	webService static Boolean afterEmailTemplateClone(Id originalId, Id cloneId)


Request Parameter
Name	Type	Description
originalId	`ID`	The ID of email template you want to clone.
cloneId	`ID`	The ID of the cloned proposal where you want to clone the attachments or files.


Response Parameter
Field	Type	Description
isSuccess	`Boolean`	Indicates whether the cloning pf the document template was successful. The values are true and false.

Code Sample

The sample code below allows you to clone an email template and attachments or files from the parent email template and associate to the newly cloned email template.

/**
 * The below code clone email template and the callback function of cloning the document template from the source 
 * and associate with the cloned email template. It returns boolean based on the status of after clone action.
 */
public Boolean AfterCloneEmailTemplate(Id  SrourceID) {
   Boolean afterCloneAPIStatus = false;
   Id clonedId = Apttus_Proposal.ProposalWebService.cloneEmailTemplate(SrourceID);
   afterCloneAPIStatus = Apttus_Proposal.ProposalWebService.afterEmailTemplateClone(SrourceID, clonedId);
   return afterCloneAPIStatus;
}

Integration Details

Use the following information in your integrations with CPQ Web Services API. Refer to Integrating Conga with External Systems for information on how to get started.

API Prerequisites

Cloning Email Template

Response/Request XML

Example Request

<soapenv:Envelope
    xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
    xmlns:prop="http://soap.sforce.com/schemas/class/Apttus_Proposal/ProposalWebService">
    <soapenv:Header>
        <prop:SessionHeader>
            <prop:sessionId>00DZ000000NAEIA!ASAAQKosATSpsGeD7FUh4RDI18xnzIFPe80Mk89ejrAmDrCBY2lmyJKQjKvuwj3TvT71r6g_epvbo6FeqKUPfmSookHTttOu</prop:sessionId>
        </prop:SessionHeader>
    </soapenv:Header>
    <soapenv:Body>
        <prop:afterEmailTemplateClone>
            <prop:originalId>a09i000000TGec8</prop:originalId>
            <prop:cloneId>a09Z000000E2y3l</prop:cloneId>
        </prop:afterEmailTemplateClone>
    </soapenv:Body>
</soapenv:Envelope>

Example Response

<soapenv:Envelope
    xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
    xmlns="http://soap.sforce.com/schemas/class/Apttus_Proposal/ProposalWebService">
    <soapenv:Body>
        <afterEmailTemplateCloneResponse>
            <result>true</result>
        </afterEmailTemplateCloneResponse>
    </soapenv:Body>
</soapenv:Envelope>

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Cloning Document Templates

Integration Details

API Prerequisites

Response/Request XML

Footer Section

Explore