Existing contract, company, and project flow templates are viewed and managed from their respective Published Flow Templates browse screen. A flow template contains the stages and steps in a process or procedure that must be administered to the companies, contracts, projects that are added to Conga Contracts. A flow automatically runs in a Profile when a new Contract, Company, or Project Profile matches the conditions defined by the restrictions, configurations, and/or filters identified in a flow template. However, a flow template can be manually run on an existing Profile by clicking the Start Flow button in the toolbar of the Profile screen for users with the Flow Admin permission.
1. Click Admin in the Navigation Toolbar, and click the Contract Flow Templates, Company Flow Templates, or Project Flow Templates link in the menu.
2. In the Published Flow Templates screen for contracts, companies, or projects, locate an active flow template in the top portion of the screen by scrolling through the list.
- Locate a draft (inactive) flow template by scrolling through the list in the Flow Template Drafts section of the screen.
3. Double-click a flow template record to display its Flow Design Panel screen.