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Conga Support

Workflow Lists Overview

This page applies to: Conga Contracts

The Routing Table Category field list in the List Administration screen is used to define and manage the routing table categories that are used when a Workflow Admin creates a routing table.  A routing table is used in a workflow template when a workflow step requires the approval of more than one person.  A routing table identifies one or more steps in the approval process and the functions of the people who can approve a workflow step.  

When a Workflow Admin creates a routing table, the selections in Category list are managed from the List Administration screen.  Therefore, a Workflow Admin should also be granted the List Admin permission in their user role(s).

A routing table is used in the Workflow Wizard when the wizard is run using a template that includes a Gateway step, which requires the approval of more than one person.

A List Admin can perform the following tasks associated with the Routing Table Category field list: