Conga Product Documentation

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Testing an API Template

The access token has been generated.

After creating an API template, you must test it in an environment to ensure it is error-free. If the response body type selected is FILE then when you test the template in the Response Body panel you can download the response file to your local folder. Provide a file name and extension of your choice.

  1. On the Test Author home page, do one of the following to view the list of existing API templates.
    • Click API Templates in the right pane.
    • Go to Design > API Templates in the left pane
  2. Do one of the following:
    • Click the More icon () next to the name of the name of the template and click Test. Go to step 4.
    • Click the name of the template.
  3. Review the template details and click Test.
  4. Do one of the following:
    • For a non-Conga API template, use Quick Find to select the environment. Only those environments which are in Active state are listed in the search. Go to step 5.
    • For a Conga API template, complete the following:
    1. Use Quick Find to select the environment. Only those environments which are in Active state are listed in the search.
    2. Select the user from the drop-down list.
    3. Click the paste icon if the access token is already generated. The token is copied in the Access Token (App Trust) text box. You can also use the token generated using Postman.
  5. Click Run.
  6. Review the response status, header, and body to learn the status of the template.
  7. In the Response Body tab, enter a file name with an extension in the File Download field and click Download.