New Features and Enhancements

In this release, the Conga Revenue Lifecycle Platform offers the following new features and enhancements.

Disable New User Email Notification

By default, every user receives a welcome email once their record is created on the Conga Platform. To turn off this welcome email, enable the Disable New User Email Notification option in the Admin Console under the Organization tab. Additionally, you can also turn off these welcome emails using the PATCH​/api​/user-management​/v1​/organization​/info > DisableNewUserEmailNotification parameter.

Conga Drive

You can now access the Conga Drive application from Shared Apps under the App Launcher of the RLP.

Rollup Field

Introduced a new data type called Rollup. It automatically calculates a field's value based on other fields. A Rollup field aggregates values from related records and performs custom numerical calculations using data from those fields, expressions, or values. For example, the Total Agreement Value roll-up field could be aggregated based on the values of all agreement line items using the expression SUM(Line Item Amounts).

Reporting and Dashboards

The Reports and Dashboard module now shows records specific to the logged-in user's tenant.

Create Field

For a better user experience, the Is Indexed field name is renamed to Is Queryable.

Delete Scheduled Job Execution History

The DELETE /api/scheduler/v1/jobs/{jobName} endpoint now also deletes the scheduled job's execution history.

Notification Management

When you create a notification with Recipient Type as Field, the Owner field appears in the Field dropdown for all custom and out-of-the-box objects.

Data Sync

By default, every user receives a welcome email once their record is synced to the Conga Platform. Now, when you manually perform a data sync, the application displays a confirmation message including information about the welcome email and explains how you can turn it off if needed.

Filter Records

The advanced and column level filters are improved for an easier experience. Now, you can only use one filter at a time to sort records in the grid view.