New Features and Enhancements

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

Integration User: API Support

Administrators can now create an integration user by specifying the user type in the POST /api/user-management/v1/users API. You can then use the PATCH /api/user-management/v1/users/{integrationUserId}/secret API to generate the integration user secret to utilize the integration user per your business use case. For example, if you use Conga Composer, you can use the integration user to perform all merging operations as the selected user. This allows the Composer administrator to avoid assigning the necessary permissions to all users that run Composer.

Workflow Activity: Create Record

You can now create a record for an object at runtime using the Create Record activity. Define the fields and their values directly within the activity. When triggered, the activity will automatically create a record with the specified values for the object.

Advanced Search

Users can now use the Contains operator for the Picklist and Lookup fields in Advanced Search.

CX Studio Grid View: Action control using JavaScript

You can now use JavaScript to manage actions on the Grid List view page layout. The new capabilities include:

  • Bulk Actions: Manage options for bulk actions such as previewing, sending, or deleting.
  • Custom Actions: Customize actions in the page header.
  • Row Actions: Manage options for individual row actions such as editing or deleting records.