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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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General

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General Contents

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  • Features by Release

  • Conga Upgrade Program

  • chevron_right

    System Requirements and Supported Platforms Matrix

  • Managed Packages Dependency Matrix

  • Conga Applications in Salesforce Lightning

  • Salesforce Multi-Factor Authentication Support for Conga Commerce

  • chevron_right

    Conga Product Glossary

  • chevron_right

    Conga Upgrade Assistant

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    Product Retirement Schedule

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    Developer Center

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      Approvals for Salesforce REST APIs

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      Billing for Salesforce REST APIs

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      CLM for Salesforce REST APIs

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      CPQ for Salesforce REST APIs

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      Digital Commerce for Salesforce REST APIs

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      Discovery AI for Salesforce REST APIs

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        Admin Config

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        Conga APIs

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        Documents

        • Upload a document

          post
        • Get import status

          get
        • Update document status

          post
        • Update a document's status

          post
        • Analyze a document for risk.

          post
        • List a tenant's documents

          get
        • Return metadata for a specific document

          get
        • Return a tenant's document statistics

          get
        • Get extracted provisions

          get
        • Store a search pattern

          post
        • Delete a document record

          delete
      • chevron_right

        Tenant Administration

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        Config Discovery and Management

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        Document Analysis

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        Insight Analysis and Management

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      Orchestrate REST APIs

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      Partner Commerce for Salesforce REST APIs

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      TurboEngines REST APIs

  1. General
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  3. Developer Center
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  5. Discovery AI for Salesforce REST APIs

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Store a search pattern

post
https://IDD_URL/idd/api/{version}
/{tenantId}/document/pattern

Stores a word pattern for X-Author to use for searches.

Request

Security: API Key

Path Parameters

tenantId
string
required

Tenant name

Examples:
congasfdc

Query Parameters

documentid
string
required

Document ID

Example:
af02bbb6-c7e6-4766-a044-159ef2ca6fa8
instanceurl
string
required

Instance URL

module
string
required

Module (clm, cc, cfs, xa)

Example:
xa
userid
string
required

User ID

Example:
a56392269d970c
username
string
required

User name

Example:
dummyuser

Body

patterns
array[object]
fieldId
string
wordWildCard
string
patternSimilarity
string

Responses

200
400
500

OK

Auth
:
Server Variables
:
Parameters
:
:
:
:
:
:
Body
1
{
2
"patterns": [
3
{
4
"fieldId": "string",
5
"wordWildCard": "string",
6
"patternSimilarity": "string"
7
}
8
]
9
}
curl --request POST \
--url https://idd_url/idd/api/v2/congasfdc/document/pattern \
--header 'Content-Type: application/json' \
--header 'X-API-Key: 123' \
--data '{
"patterns": [
{
"fieldId": "string",
"wordWildCard": "string",
"patternSimilarity": "string"
}
]
}'
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