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Conga Support

Locating a Flow

There are three ways to locate a flow:

Search Query

1.  Click Search in the Navigation Toolbar, and select the Search Query link in the menu.

2.  In the Query Info view of  the screen, click New in the toolbar.

3.  When the screen refreshes, set up one of the following hierarchies in the Result Type list to search for a contract, company, or project workflow:

  • Company→Contract→Flow
  • Company→Flow
  • Project→Company→Flow or Project→Contract→Flow

You can also drill down another level and search for a flow step.

4.  In the Criteria section, select the search hierarchy for the contract, company, or project flow in the field list:

  • Company→Contract→Flow→Flow Completed
  • Company→Contract→Flow→Flow Completed
  • Project→Company→Flow→Flow Completed or Project→Contract→Flow→Flow Completed

You can also search for flow stages, flows with skipped steps, invalidated flows, and dates related to the flow. For flow steps, you can search for steps that have been approved and reassigned.

5.  In the Criteria section, select True in the inclusion list.

  • Select False to search for incomplete (active) flows.

6.  Click Execute in the toolbar to run the query.

7.  When the Results view of the screen displays, review the search results.

8.  Click on a search record to be directed to the Contract, Company, or Project Profile containing the flow.

Active Workflow Items Portlet

Using the two flow views in the portlet, you can locate the flow steps that have been assigned to you, as well as the pending steps of flows for contracts that include you as a responsible person.  When you are assigned to a flow step, you are the step owner and you must complete the step, or reassign it, if permitted.

1.  From the Active Workflow Items portlet, click the My Flow Steps tab.

2.  Locate the step you want to review and/or complete, and click on it to be directed to the Contract, Company, or Project Profile screen containing the flow.

3.  (Optional) Click the MyContracts Flow tab to display the pending flow steps for any contracts that include you as a responsible person.

  • Click on a flow step record to be directed to the Contract Profile screen containing the flow.

AWI Flow Steps.png

Workflow Profile or Workflows Screen

Although the latest flow is the only one that displays in the Contract, Company, and Project Profile screen, you can view any completed or invalidated flows that were run prior to the current flow.

1.  Open the Company, Contract, or Project Profile containing the flow.

2.  In the Contract or Company Profile, click Workflows in the toolbar.

  • In the Project Profile, click the Workflows link.

3.  In the Workflows section of the contract and company Workflow Profile, click the Flows tab.

  • In the Project Profile, click the Flows tab in the Workflows screen.

4.  Locate the flow whose information you want to review, and click on it to refresh the screen and display the activities for the flow, as well as those for the steps in the flow.

AWI Flow Steps2.png