Skip to main content
Conga Support

Viewing the Flow Diagram

You can view a diagram of the flow that is being applied to a Contract, Company, or Project Profile. The diagram reveals future stages and steps, and also gives you an overview of all the stages in a flow. To further promote your understanding of the flow process that is being applied to the profile, it is recommended that you review the way in which the steps are linked together, as well as the alternate paths that can be followed for a step.

A Flow Diagram is viewed from a Contract Profile, Company Profile, or Project Profile.

  Although the Contract Profile is used in the example below, the same steps also apply to viewing a Flow Diagram in a Company Profile and Project Profile.

image1374.png

A

Flow Options icon

Click on the icon to display a menu with two display options for the flow: Show Activity Grid and Show Flow Diagram.

Note: There is also an Invalidate Flow option to remove the flow from the profile, and a Manage Flow Documents option to link company, contract, and global documents to the flow.

B

Show Flow Diagram option

Click to display the Flow Diagram window. The window can be resized and moved onscreen.

C

Flow Diagram window

View the steps in the first stage of the flow, along with the links between steps and any alternate paths that can be followed (e.g., an Approval step can have two outcomes).

D

Stage tab

If there is more than one stage in the flow, click on another tab to view the flow diagram for the selected stage.

E

Flow Diagram window

View the steps in the selected stage of the flow, along with the links between steps and any alternate paths that can be followed.

F

Close icon

Click on the icon to close the Flow Diagram window and return to the profile screen.

  • Was this article helpful?