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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. When a step is assigned to a specific user, that user can reassign the step to another user.

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 tables below.

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

next stage

ACTION STEPS   When step owner = specific user, step may be reassigned      
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

 

 

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

next stage

APPROVAL STEP   When step owner = specific user, step may be reassigned      

Approval

X

X

 

X

 

 

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

next stage

LOGIC STEPS   When step owner = specific user, step may be reassigned      

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

   

 

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

next stage

SYSTEM STEPS   When step owner = specific user, step may be reassigned      
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