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Conga Support

Inactivating and Reactivating Flow Templates

This page applies to: Conga Contracts (formerly Novatus)

You need the Flow Template Admin permission to inactivate and reactivate a contract, company, or project flow template. You would typically inactivate a flow template if you were making updates to the template so that Conga Contracts (formerly Novatus) would not automatically apply the old flow to new Profiles. Once you complete the updates, you must reactivate the flow template to allow it to automatically run in Profiles.

You can also use the Inactivate option to permanently inactivate a published flow template since there is currently no way to delete a published flow template. However, a draft flow template can be deleted.

An inactive flow template still displays in the list of available templates when a user with the Flow Admin permission runs a flow from an existing Profile by selecting the Start Flow button in the toolbar.

Inactivating a Flow Template

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

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 active template you want to inactivate, and click it to select it.

     Before inactivating the template, ensure the template is not listed in the Flow Template Drafts section of the screen since this indicates the most current version of the template has not been published. Publish the latest version of the template before inactivating it.

3.  Click Toggle Template Active Status in the toolbar.

4.  In the Activate/Inactivate Template prompt, click Yes.

5.  (Optional) Verify that the template is now appended with the word INACTIVE.

Flow Inactivate.png

Reactivating a Flow Template

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

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 inactive template you want to activate, and click it to select it.

3.  Click Toggle Template Active Status in the toolbar.

4.  In the Activate/Inactivate Template prompt, click Yes.

5.  (Optional) Verify that the word INACTIVE has been removed from the template.

Flow Activate.png