Conga Record Share API

The Record Share API from Conga — 6 operation(s) for record share.

Operations 6

PUT /api/data/v1/objects/{objectName}/{recordId}/access-level Update a shared record's access level
POST /api/data/v1/objects/{objectName}/{recordId}/share Share a record
GET /api/data/v1/objects/{objectName}/{recordId}/sharing-info Get a record's sharing information
DELETE /api/data/v1/objects/{objectName}/{recordId}/un-share Un-share a record
GET /api/data/v1/objects/{objectName}/{recordId}/{trackingId}/sharing-status Get a record's sharing status
GET /api/data/v1/objects/{objectName}/{recordId}/{userId}/access-level Get a user's access details for a shared record

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OpenAPI Specification

conga-record-share-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Data Record Share API
  version: v1
servers:
- url: https://rls.congacloud.com
security:
- Bearer: []
tags:
- name: Record Share
paths:
  /api/data/v1/objects/{objectName}/{recordId}/access-level:
    put:
      tags:
      - Record Share
      summary: Update a shared record's access level
      description: Updates the access level, such as View or Edit, for a shared record based on the provided object name and record ID.
      parameters:
      - name: objectName
        in: path
        description: The name of the business object the record belongs to. For example, `Agreement`.
        required: true
        schema:
          type: string
      - name: recordId
        in: path
        description: The unique ID of the record to be shared. For example, `6a2f9e0d-aef6-432f-998b-66cbc673c793`.
        required: true
        schema:
          type: string
      requestBody:
        description: Access Level update details.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/RecordShareInfo'
          text/json:
            schema:
              $ref: '#/components/schemas/RecordShareInfo'
          application/*+json:
            schema:
              $ref: '#/components/schemas/RecordShareInfo'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringObjectDictionaryAPIResponse'
              example:
                Success: true
                Data:
                  Id: 95158186-aa5a-47f4-91da-9959ceb44a14
                  Name: 7966eaf2-4ba6-444e-b719-10441bc94d37_7c39062b-6c18-42b7-9a42-df282fa2b631
                  UserId: 7c39062b-6c18-42b7-9a42-df282fa2b631
                  UserGroupId: null
                  AccessLevel: View
                  ObjectId: 7966eaf2-4ba6-444e-b719-10441bc94d37
                  IsActive: true
                  CreatedBy:
                    Id: 96ee7908-cb72-4b8a-9ad3-0ce16f4541de
                    Name: System Admin
                  ModifiedBy:
                    Id: 96ee7908-cb72-4b8a-9ad3-0ce16f4541de
                    Name: System Admin
                  CreatedDate: '2026-07-27T11:14:17.693+00:00'
                  ModifiedDate: '2026-07-27T11:14:17.693+00:00'
                StatusCode: OK
        '400':
          description: Bad Request
        '403':
          description: Forbidden
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: false
                Errors:
                - Message: Internal server error occurred. Please contact admin.
                StatusCode: OK
  /api/data/v1/objects/{objectName}/{recordId}/share:
    post:
      tags:
      - Record Share
      summary: Share a record
      description: This bulk request API shares a record with users and user groups based on the provided object name and record ID and sends an email notification to the user or user group.
      parameters:
      - name: objectName
        in: path
        description: The name of the business object the record belongs to. For example, `Agreement`.
        required: true
        schema:
          type: string
      - name: recordId
        in: path
        description: The unique ID of the record to be shared. For example, `6a2f9e0d-aef6-432f-998b-66cbc673c793`.
        required: true
        schema:
          type: string
      requestBody:
        description: Record sharing details.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ShareRecordRequest'
          text/json:
            schema:
              $ref: '#/components/schemas/ShareRecordRequest'
          application/*+json:
            schema:
              $ref: '#/components/schemas/ShareRecordRequest'
      responses:
        '202':
          description: Accepted
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RecordShareTrackingInfoListAPIResponse'
              example:
                Success: true
                Data:
                - ObjectName: null
                  RecordId: 54ec5137-8d7c-4382-84cf-0d48917520d4
                  TrackingId: fcba843b-4b5c-4af8-a82e-6403976fa18c
                  Status: STARTED
                  MemberId: 244806e1-fd1f-41f8-aeef-4bf6093566aa
                  MemberType: User
                  ShouldSendEmail: true
                  EmailMessage: Record shared.
                  Id: fcba843b-4b5c-4af8-a82e-6403976fa18c
                  Name: fcba843b-4b5c-4af8-a82e-6403976fa18c
                  CreatedBy:
                    Id: 9255543e-c97c-4df5-93de-afd5e5b38f8d
                    Name: System Admin
                  CreatedDate: '2026-07-27T11:14:17.690+00:00'
                  ModifiedBy:
                    Id: 9255543e-c97c-4df5-93de-afd5e5b38f8d
                    Name: System Admin
                  ModifiedDate: '2026-07-27T11:14:17.690+00:00'
                  ExternalId: null
                  ETag: null
                StatusCode: Accepted
        '400':
          description: Bad Request
        '403':
          description: Forbidden
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: false
                Errors:
                - Message: Internal server error occurred. Please contact admin.
                StatusCode: OK
  /api/data/v1/objects/{objectName}/{recordId}/sharing-info:
    get:
      tags:
      - Record Share
      summary: Get a record's sharing information
      description: Gets sharing information about a record, including which users or user groups have access to it and their corresponding permission levels, based on the object name and record ID.
      parameters:
      - name: objectName
        in: path
        description: The name of the business object the record belongs to. For example, `Agreement`.
        required: true
        schema:
          type: string
      - name: recordId
        in: path
        description: The unique ID of the record to be shared. For example, `6a2f9e0d-aef6-432f-998b-66cbc673c793`.
        required: true
        schema:
          type: string
      - name: pageSize
        in: query
        description: 'Number of records in each page. **For example**: 5, It will display 5 records on each page.'
        schema:
          type: integer
          format: int32
      - name: pageNumber
        in: query
        description: 'Number of pages to be fetched. **For example**: 2, It will fetch the second page with the number of records (mentioned in the pageSize parameter).<p>**Note**:The page Index starts from 1.</p>'
        schema:
          type: integer
          format: int32
      - name: sortField
        in: query
        description: 'Field name for sorting. **For example**: IsActive. <p>**Note**: The sort field (in this case, IsActive) should be indexed or sortable.</p>'
        schema:
          type: string
      - name: sortDirection
        in: query
        description: Sort direction for the data.
        schema:
          $ref: '#/components/schemas/SortDirection'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringObjectDictionaryListAPIResponse'
              example:
                Success: true
                Data:
                - Id: cc7a776c-3ba4-4720-b35c-2ff6611c1354
                  Name: 9bdd12b4-cd36-4e61-8123-24e68c76c08b_7e4f951d-b91a-4bb9-aaf5-f87c43178811
                  UserId: 7e4f951d-b91a-4bb9-aaf5-f87c43178811
                  UserGroupId: null
                  AccessLevel: View
                  ObjectId: 9bdd12b4-cd36-4e61-8123-24e68c76c08b
                  IsActive: true
                  CreatedBy:
                    Id: 29cc74fd-9688-4bde-81ad-646de0c377f0
                    Name: System Admin
                  ModifiedBy:
                    Id: 29cc74fd-9688-4bde-81ad-646de0c377f0
                    Name: System Admin
                  CreatedDate: '2026-07-27T11:14:17.703+00:00'
                  ModifiedDate: '2026-07-27T11:14:17.703+00:00'
                StatusCode: OK
        '400':
          description: Bad Request
        '403':
          description: Forbidden
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: false
                Errors:
                - Message: Internal server error occurred. Please contact admin.
                StatusCode: OK
  /api/data/v1/objects/{objectName}/{recordId}/un-share:
    delete:
      tags:
      - Record Share
      summary: Un-share a record
      description: Removes access to a record for a user or user group based on the given object name and record ID.
      parameters:
      - name: objectName
        in: path
        description: The name of the business object the record belongs to. For example, `Agreement`.
        required: true
        schema:
          type: string
      - name: recordId
        in: path
        description: The unique ID of the record to be shared. For example, `6a2f9e0d-aef6-432f-998b-66cbc673c793`.
        required: true
        schema:
          type: string
      requestBody:
        description: Un-share record details.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UnShareRecordRequest'
          text/json:
            schema:
              $ref: '#/components/schemas/UnShareRecordRequest'
          application/*+json:
            schema:
              $ref: '#/components/schemas/UnShareRecordRequest'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: true
                Data: Unsharing e417bdf7-53d0-4044-9d59-a87d3b0f9fd2 record with d1ccae3a-d1a4-4d77-a3a8-40382e65c02e User is successful.
                StatusCode: OK
        '400':
          description: Bad Request
        '403':
          description: Forbidden
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: false
                Errors:
                - Message: Internal server error occurred. Please contact admin.
                StatusCode: OK
  /api/data/v1/objects/{objectName}/{recordId}/{trackingId}/sharing-status:
    get:
      tags:
      - Record Share
      summary: Get a record's sharing status
      description: Gets the status of a record shared with a user group, such as `STARTED`, `IN PROGRESS`, or `SUCCESS`, based on the object name, record ID, and tracking ID.
      parameters:
      - name: objectName
        in: path
        description: The name of the business object the record belongs to. For example, `Agreement`.
        required: true
        schema:
          type: string
      - name: recordId
        in: path
        description: The unique ID of the record to be shared. For example, `6a2f9e0d-aef6-432f-998b-66cbc673c793`.
        required: true
        schema:
          type: string
      - name: trackingId
        in: path
        description: The unique tracking ID returned during the sharing of a record.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RecordShareTrackingInfoAPIResponse'
              example:
                Success: true
                Data:
                  ObjectName: null
                  RecordId: 4d247124-abae-41d1-be98-6edcfb20be9e
                  TrackingId: a8ef4489-9dc6-4369-987b-3ed5408aaf11
                  Status: SUCCESS
                  MemberId: ac28400d-dd3e-4f92-942d-d7f9a65935e4
                  MemberType: User
                  ShouldSendEmail: true
                  EmailMessage: Record shared.
                  Id: a8ef4489-9dc6-4369-987b-3ed5408aaf11
                  Name: a8ef4489-9dc6-4369-987b-3ed5408aaf11
                  CreatedBy:
                    Id: 3ffaac20-4e37-45e4-9dc2-c2feebb93c3a
                    Name: System Admin
                  CreatedDate: '2026-07-27T11:14:17.710+00:00'
                  ModifiedBy:
                    Id: 3ffaac20-4e37-45e4-9dc2-c2feebb93c3a
                    Name: System Admin
                  ModifiedDate: '2026-07-27T11:14:17.710+00:00'
                  ExternalId: null
                  ETag: null
                StatusCode: OK
        '400':
          description: Bad Request
        '403':
          description: Forbidden
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: false
                Errors:
                - Message: Internal server error occurred. Please contact admin.
                StatusCode: OK
  /api/data/v1/objects/{objectName}/{recordId}/{userId}/access-level:
    get:
      tags:
      - Record Share
      summary: Get a user's access details for a shared record
      description: Retrieves the access details for a specific user on a given record, including permission levels such as View, Edit, or Delete.
      parameters:
      - name: objectName
        in: path
        description: The name of the business object the record belongs to. For example, `Agreement`.
        required: true
        schema:
          type: string
      - name: recordId
        in: path
        description: The unique ID of the record to be checked. For example, `6a2f9e0d-aef6-432f-998b-66cbc673c793`.
        required: true
        schema:
          type: string
      - name: userId
        in: path
        description: The ID of the user whose access details are being retrieved.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UserAccessDetailsOnRecordAPIResponse'
              example:
                Success: true
                Data:
                  IsSharingEnabled: true
                  IsRecordShared: true
                  RecordAccessDetail:
                    View: true
                    Edit: true
                StatusCode: OK
        '400':
          description: Bad Request
        '403':
          description: Forbidden
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: false
                Errors:
                - Message: Internal server error occurred. Please contact admin.
                StatusCode: OK
components:
  schemas:
    RecordShareTrackingInfo:
      type: object
      properties:
        Id:
          type:
          - string
          - 'null'
        Name:
          type:
          - string
          - 'null'
        CreatedBy:
          $ref: '#/components/schemas/LookupObject'
        CreatedDate:
          type: string
          format: date-time
        ModifiedBy:
          $ref: '#/components/schemas/LookupObject'
        ModifiedDate:
          type: string
          format: date-time
        ExternalId:
          type:
          - string
          - 'null'
        ETag:
          type:
          - string
          - 'null'
        ObjectName:
          type:
          - string
          - 'null'
        RecordId:
          type:
          - string
          - 'null'
        TrackingId:
          type:
          - string
          - 'null'
        Status:
          type:
          - string
          - 'null'
        MemberId:
          type:
          - string
          - 'null'
        MemberType:
          type:
          - string
          - 'null'
        ShouldSendEmail:
          type: boolean
        EmailMessage:
          type:
          - string
          - 'null'
      additionalProperties: {}
    StringObjectDictionaryListAPIResponse:
      type: object
      properties:
        Success:
          type: boolean
        RecordCount:
          type:
          - integer
          - 'null'
          format: int64
        Data:
          type:
          - array
          - 'null'
          items:
            type: object
            additionalProperties: {}
        Errors:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ErrorDetail'
        Profile:
          type:
          - string
          - 'null'
        TotalTime:
          type: number
          format: float
        StatusCode:
          $ref: '#/components/schemas/HttpStatusCode'
        HasMoreRecords:
          type:
          - boolean
          - 'null'
        NextCursor:
          type:
          - string
          - 'null'
        Warnings:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ErrorDetail'
      additionalProperties: false
    StringObjectDictionaryAPIResponse:
      type: object
      properties:
        Success:
          type: boolean
        RecordCount:
          type:
          - integer
          - 'null'
          format: int64
        Data:
          type:
          - object
          - 'null'
          additionalProperties: {}
        Errors:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ErrorDetail'
        Profile:
          type:
          - string
          - 'null'
        TotalTime:
          type: number
          format: float
        StatusCode:
          $ref: '#/components/schemas/HttpStatusCode'
        HasMoreRecords:
          type:
          - boolean
          - 'null'
        NextCursor:
          type:
          - string
          - 'null'
        Warnings:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ErrorDetail'
      additionalProperties: false
    RecordShareInfo:
      type: object
      properties:
        RecordShareType:
          $ref: '#/components/schemas/OwnerType'
        UserId:
          type:
          - string
          - 'null'
        UserGroupId:
          type:
          - string
          - 'null'
        AccessLevel:
          $ref: '#/components/schemas/SharedObjectAccessLevel'
      additionalProperties: false
    OwnerType:
      enum:
      - User
      - UserGroup
      type: string
    UserAccessDetailsOnRecord:
      type: object
      properties:
        IsSharingEnabled:
          type: boolean
        IsRecordShared:
          type:
          - boolean
          - 'null'
        RecordAccessDetail:
          $ref: '#/components/schemas/RecordAccessDetail'
      additionalProperties: false
    RecordAccessDetail:
      type: object
      properties:
        View:
          type: boolean
        Edit:
          type: boolean
      additionalProperties: false
    UserAccessDetailsOnRecordAPIResponse:
      type: object
      properties:
        Success:
          type: boolean
        RecordCount:
          type:
          - integer
          - 'null'
          format: int64
        Data:
          $ref: '#/components/schemas/UserAccessDetailsOnRecord'
        Errors:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ErrorDetail'
        Profile:
          type:
          - string
          - 'null'
        TotalTime:
          type: number
          format: float
        StatusCode:
          $ref: '#/components/schemas/HttpStatusCode'
        HasMoreRecords:
          type:
          - boolean
          - 'null'
        NextCursor:
          type:
          - string
          - 'null'
        Warnings:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ErrorDetail'
      additionalProperties: false
    RecordShareTrackingInfoListAPIResponse:
      type: object
      properties:
        Success:
          type: boolean
        RecordCount:
          type:
          - integer
          - 'null'
          format: int64
        Data:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/RecordShareTrackingInfo'
        Errors:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ErrorDetail'
        Profile:
          type:
          - string
          - 'null'
        TotalTime:
          type: number
          format: float
        StatusCode:
          $ref: '#/components/schemas/HttpStatusCode'
        HasMoreRecords:
          type:
          - boolean
          - 'null'
        NextCursor:
          type:
          - string
          - 'null'
        Warnings:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ErrorDetail'
      additionalProperties: false
    SharedObjectAccessLevel:
      enum:
      - View
      - Edit
      type: string
    HttpStatusCode:
      enum:
      - Continue
      - SwitchingProtocols
      - Processing
      - EarlyHints
      - OK
      - Created
      - Accepted
      - NonAuthoritativeInformation
      - NoContent
      - ResetContent
      - PartialContent
      - MultiStatus
      - AlreadyReported
      - IMUsed
      - MultipleChoices
      - MovedPermanently
      - Found
      - SeeOther
      - NotModified
      - UseProxy
      - Unused
      - TemporaryRedirect
      - PermanentRedirect
      - BadRequest
      - Unauthorized
      - PaymentRequired
      - Forbidden
      - NotFound
      - MethodNotAllowed
      - NotAcceptable
      - ProxyAuthenticationRequired
      - RequestTimeout
      - Conflict
      - Gone
      - LengthRequired
      - PreconditionFailed
      - RequestEntityTooLarge
      - RequestUriTooLong
      - UnsupportedMediaType
      - RequestedRangeNotSatisfiable
      - ExpectationFailed
      - MisdirectedRequest
      - UnprocessableEntity
      - Locked
      - FailedDependency
      - UpgradeRequired
      - PreconditionRequired
      - TooManyRequests
      - RequestHeaderFieldsTooLarge
      - UnavailableForLegalReasons
      - InternalServerError
      - NotImplemented
      - BadGateway
      - ServiceUnavailable
      - GatewayTimeout
      - HttpVersionNotSupported
      - VariantAlsoNegotiates
      - InsufficientStorage
      - LoopDetected
      - NotExtended
      - NetworkAuthenticationRequired
      type: string
    ShareRecordRequest:
      type: object
      properties:
        RecordShareInfo:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/RecordShareInfo'
        IsSendEmailNotification:
          type: boolean
          description: Should we send an email to the user/usergroup the record is shared with.
        EmailMessage:
          type:
          - string
          - 'null'
          description: Email message body to be sent to the user/usergroup when the record is shared.
      additionalProperties: false
    UnShareRecordRequest:
      type: object
      properties:
        RecordShareType:
          $ref: '#/components/schemas/OwnerType'
        UserId:
          type:
          - string
          - 'null'
          description: User to whom the record is shared with. Should be provided when RecordShareType is User.
        UserGroupId:
          type:
          - string
          - 'null'
          description: User Group to which the record is shared with. Should be provided when RecordShareType is UserGroup.
      additionalProperties: false
    LookupObject:
      type: object
      properties:
        Id:
          type:
          - string
          - 'null'
        Name:
          type:
          - string
          - 'null'
      additionalProperties: false
    SortDirection:
      enum:
      - Ascending
      - Descending
      type: string
    ErrorDetail:
      type: object
      properties:
        Message:
          type:
          - string
          - 'null'
      additionalProperties: false
    StringAPIResponse:
      type: object
      properties:
        Success:
          type: boolean
        RecordCount:
          type:
          - integer
          - 'null'
          format: int64
        Data:
          type:
          - string
          - 'null'
        Errors:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ErrorDetail'
        Profile:
          type:
          - string
          - 'null'
        TotalTime:
          type: number
          format: float
        StatusCode:
          $ref: '#/components/schemas/HttpStatusCode'
        HasMoreRecords:
          type:
          - boolean
          - 'null'
        NextCursor:
          type:
          - string
          - 'null'
        Warnings:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ErrorDetail'
      additionalProperties: false
    RecordShareTrackingInfoAPIResponse:
      type: object
      properties:
        Success:
          type: boolean
        RecordCount:
          type:
          - integer
          - 'null'
          format: int64
        Data:
          $ref: '#/components/schemas/RecordShareTrackingInfo'
        Errors:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ErrorDetail'
        Profile:
          type:
          - string
          - 'null'
        TotalTime:
          type: number
          format: float
        StatusCode:
          $ref: '#/components/schemas/HttpStatusCode'
        HasMoreRecords:
          type:
          - boolean
          - 'null'
        NextCursor:
          type:
          - string
          - 'null'
        Warnings:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ErrorDetail'
      additionalProperties: false
  securitySchemes:
    Bearer:
      type: apiKey
      description: Please insert JWT with Bearer into field
      name: Authorization
      in: header