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Conga Support

Reordering Flow Templates

This page applies to: Conga Contracts

You need the Flow Template Admin permission to change the order in which flow templates are run in a Contract, Company, or Project Profile. For example, if three flow templates are published for a Contract Profile, and the conditions (restrictions) are the same in all three templates, you can manage the order in which the flows are applied.

   Although a contract flow template is used in the screen shot below, the steps are the same for reordering company flow templates and project flow templates. 

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 the flow template you want to move in the top section of the screen.

3.  Click the flow template record to select it, and then drag-and-drop the template to the desired location in the numbered list.

  If the message displays, you are successfully moving the template.

4. Click Save Template Order in the toolbar.

FlowReorder.png