New Features and Enhancements

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

Role-Based Access Control (RBAC) for Fields

Role-Based Access Control (RBAC) for fields is a powerful feature that allows administrators to define and enforce access permissions at the field level for different user roles. This ensures that users have access only to the data they need, improving security and compliance within the system.

Field-level access control enables administrators to limit user access to specific fields within an object. For instance, if you have a Contract object with ten fields, you can configure the system so that certain user groups or roles can only view or edit specific fields while being restricted from others. For example, consider a scenario where a Contract object has fields like "Contract Name," "Amount," "Close Date," "Client Name," and others. You might want the Legal Team to monitor the contracts but not edit them. Using RBAC for fields, you can restrict the Legal Team to read-only access for "Contract Name," "Amount," and "Close Date," while preventing access to more sensitive fields like "Client Name" and "Internal Notes."

Field-level access control is managed through Permission Groups. By default, all fields within an object have full access (both Read and Edit). However, administrators can customize these settings to restrict access as needed.

You can also utilize the Field Permission APIs to set field-level RBAC.

Workflow Activity: Schedule Workflow

The Schedule Workflow activity now automatically initiates at regular intervals based on the specified frequency—daily, weekly, or hourly—with a set start date and time.

Group by Support in Multiple Objects Search Query

The POST /api/search/v1/objects/{objectName}/query and POST /api/search/v1/objects/multiple/query APIs now support the Group by parameter for querying multiple objects.

Workflows: Smart Search Support

You can now search for and select variables, formulas, and context records when configuring Value Field properties within activities during workflow runtime. The selected variables and formulas are evaluated and used to update the assigned field values.

Workflows: Formula Builder

You can now create formula expressions to calculate field values within a workflow. These formulas can be applied across different activities as needed.

Workflow Activity: Criteria Builder

Introduced the "Is Changed" operator in the activity criteria builder. This operator allows you to detect changes in a field’s value during record updates. It can be used to automate workflows by triggering updates or initiating actions when a field is modified. You can set the operator value to True or False to apply conditional logic based on these changes.

CX Studio: Apply rules to action using Advanced Rule Edit

The Advanced Rule Edit UI now supports defining rules for the action buttons in the page header.

Workflow Activity: Document Generation

You can now generate documents manually or automatically based on specified criteria using the Document Generation activity. For example, you can dynamically create customized contract documents using a criteria builder that is based on specific conditions and requirements.

Application Manager: Page Creation

You can now create child pages directly under the global navigation menu. For example, you can add a "My Contracts" page under the CLM app's navigation menu.

Grid View: Advanced Filter

The Advanced Filter window now displays a default row of filter criteria, so you no longer need to add it manually.

CX Studio: Cloning Standard Actions

You can now clone the application's standard actions using CX Studio. After cloning, you can rename the action and use it in the action pane of your object layout.

In-app Notifications

You can now set up in-app notifications and reminders to keep users informed about important tasks and deadlines, which improves productivity and task management.