Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Events

Reminder:

  • Automated actions allow the automation of quotation process logic. They are triggered by events raised from the quote header (Header Event) or spreadsheet (Spreadsheet event).

The table below details the possible events associated with each part (header/spreadsheet) of the quote:

EVENTEXPLANATIONHEADER EVENTSPREADSHEET EVENT
(After) LoadRaise the action after the quote has been loadedXX
(After) MassImportRaise the action after a MassImportCSV action or a call to the Mass Import WS method.X
(After) CartChangeStatusRaise the action after the quote status has been changedXX
(After) CartChangeOwnerRaise the action after the quote owner has been changedXX
(After) CartChangeActiveReleaseRaise the action after the active release has been changedX
(After) CartCopyRaise the action after the quote has been copiedXX
(After) CartCreateReleaseRaise the action after the creation of a new releaseX
(Before/After) CartApplyAdjustments (DEPRECATED)Raise the action before/after the advanced pricing is going to be/ has been appliedX
(Before/After)CartImportXML Raise the action before/after the quote is going to be/ has been refreshed with a XML importX
(Before/After)CartMassImportCSV Raise the action before/after the quote is going to be/ has been refreshed with a Mass CSV importX
(After)UserRightsCalculationRaise the action after the new status has been computedXX
(Before/After) ReportGenerationRaise the action before/after a document is going to be/ has been generated Optional param: reportGenerationActionName=<reportServiceName>X
(After) HeaderCreateRaise the action after the quote header has been createdX
(After) HeaderLoadRaise the action after the quote header has been loadedX
(Before) HeaderSaveRaise the action before the quote header is going to be savedX
(Before/After) HeaderCloseRaise the action before/after the quote header is going to be/has been closedX
(Before/After) FieldUpdateRaise the action before/after the header field is going to be/has been updatedX
(Before/After) HeaderUpdateRaise the action before/after the quote header is going to be/has been updatedX
(After) SpreadsheetCreateRaise the action after the quote spreadsheet has been createdX
(After) SpreadsheetLoadRaise the action after the quote spreadsheet has been loadedX
(Before/After) SpreadsheetEmptyRaise the action before/after the quote spreadsheet content is going to/has been be emptiedX
(Before/After) SpreadsheetSaveRaise the action before/after the quote spreadsheet is going to be/has been savedX
(Before/After) SpreadsheetCloseRaise the action before/after the quote spreadsheet is going to be/has been closedX
(Before/After) LineCreate / LineUpdate / LineMove / LineCopy / LinePaste / LineDelete / LineRefreshRaise the action before/after a line is going to be/has been created / updated / moved / copied / pasted / deleted / refreshedX
(Before/After) SublineCreate / SublineUpdate / SublineMove / SublineCopy / SublinePaste / SublineDelete / SublineRefreshRaise the action before/after a subline is going to be/has been created / updated / moved / copied / pasted / deleted / refreshedX
(Before/After) ColumnUpdateRaise the action before/after a cell is going to be/has been updatedX
(Before/After) TotalCellUpdateRaise the action before/after a total cell is going to be/has been updatedX
(After) StatelessExecutionRaise the action after a WS call using the operation type named “openReleaseStateless”XX