New Features and Enhancements
In this release, the Conga Revenue Lifecycle Platform offers the following new features and enhancements.
Workflow activity: ESignature
You can now integrate electronic signature (eSign) capabilities into your workflows using the new ESignature activity. This activity allows you to configure workflows for eSign by capturing user inputs like document details, sign provider information, subject, and body. After these inputs are submitted, the workflow automatically invokes the appropriate eSign API to complete the process.
CX Studio: Tab Visibility Control
Previously, you could control the visibility of sections and fields within a single tab's detail view. Now, you can also manage tab visibility using JSON rule criteria or the Advanced Rule Edit UI. This feature is helpful for managing multiple tab layouts with detailed views in each tab.
New Module: Application Manager
The Application Manager module allows you to create and manage App Groups and individual Apps, associate Apps with App Groups, and control their visibility and placement in the global navigation.
Data Service: Record Share
You can now use the following new API endpoints to share a record with a user or user group, update access level permissions, un-share a record, retrieve all record sharing details, and check the status of a shared record:
- POST /api/data/v1/objects/ {objectName}/{recordId}/share
- PUT /api/data/v1/objects/{objectName}/{recordId}/access-level
- DELETE /api/data/v1/objects/{objectName}/{recordId}/un-share
- GET /api/data/v1/objects/ {objectName}/{recordId}/sharing-info
- GET /api/data/v1/objects/{objectName}/{recordId}/{trackingId}/sharing-status