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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
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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Test Author

Test Steps

Creating a Test Step

Using the API template you can create a test step. If Admin has created new custom products and features, then you must re-login to view the new additions.
  1. On the Test Author home page, do one of the following:
    1. To use Conga API templates, click Conga API Templates in the right or left pane.
    2. To use customized API templates, do one of the following:
      • Click API Templates in the right pane.
      • Go to Design > API Templates in the left pane.
  2. In the API template row for which you want to create a test step, do one of the following:
    • Click Create Test Step in Action column.
    • Click the name > Create Test Step.
  3. Enter the following details.

    Field name

    Description

    Test Step Name

    Enter a name for the test step. Variation specific names must be used. For example: 'Create Standalone Product' or 'Get Product Details Include Categories'.

    Request Type

    Is auto-populated from the API template.

    Resource URL

    Is auto-populated from the API template.

    Service

    Is auto-populated from the API template.

    Feature

    Is auto-populated from the API template.

    Active

    Toggle to switch on or off. A test step must be in Active or On state to participate in test case execution.

    Description

    Add a user-friendly description.

    Is Non Conga API

    Is auto-populated from the API template.

    Base URL to use

    Is auto-populated from the API template and is used for Conga API test step. You can modify the same if required.

    Environment Variable having Base URL

    Is auto-populated from the API template and is used for Non Conga API test step. You can modify the same if required.

    Meta Data

    All the data is auto-populated from the API template. You can modify if required.

    Click + to add another row and select the appropriate metadata.

    Click the bin to delete a row.

    Click the eraser to clear the metadata values while editing.

    Request Body

    Request Body Type

    Is auto-populated from the API template. Can be modified.

    Response TypeIs auto-populated from teh API template. Can be modified.

    Request Payload

    Is auto-populated from the API template. Can be modified. For form-data type, you can browse to your local folder and upload a file or select a file that is already uploaded to File Store. You can upload one or more files. For more information see, Using File Store.

  4. Click Save.

October 6, 2025