Skip to main content
Conga Support

Property Categories for Flow Steps

Administrators define the properties for every step that they add to a flow template, including its name and any notes that will help users in completing the step.  Administrators can assign the responsibility for completing a step to a specific user, any user, or a user who holds a function or responsibility in Novatus.

Most steps allow Administrators to set restrictions, as well as define the conditions that must be met before Novatus recognizes the step as "complete" and takes some action, such as moving the flow to the next step or changing the status of the Profile.  An overview of the properties that can be defined for each flow step is provided in the table below.

  GENERAL (Name, Description, Notes) ASSIGNEE  (Specific, or ANy user, Function, Responsibility) Step Configuration Restrictions

next stage

ACTION STEPS          
Communication X X Configuration = automatically or manually complete step when reply is received from email message sent from step X  

Complete Workflow

X

X

Configuration = select Workflow Template

X

 

Creation Template

Option to require template to automatically run in Contract Profile

X

Configuration = select Creation Template

X

 

Generic

X

X

 

X

 

eSignature

X

X

 

X

 
APPROVAL STEP          

Approval

X

X

 

X

 
LOGIC STEPS          

End Flow

X

X

     

End Stage

X

X

   

X

Or

X

X

     

Query Binary Branch

X

X

Configuration = set parameters for condition to be met

   
SYSTEM STEPS          
Automatic Notification X X Configuration = provide email message and select recipients X  

Query Matching

X

X

Configuration = set parameters for condition to be met

   

Update

X

X

Configuration = define action that must occur

X