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Conga Support

Creating a Process Definition

To create a Definition:

  1. Click the Definitions tab.
  2. Select the New button.
  3. Complete the following fields:

    1. Definition Information:

      • Definition Name - Enter the name for this definition template.
      • Is Active - Select the check box to make the process active after creating the definition.
      • Categories - Select the field(s) used to categorize the definition.
        • Use the Remove Icon.png icon to remove chosen fields.
        • Click one or more fields in the Available list box and then click the Add Icon.png icon to add your selections to the Chosen list box.
      • Disable Object Management - Select the checkbox to disable Object Management. The Status field of the process object will not be managed by Conga Orchestrate when Object Management is disabled. If this checkbox remains unchecked, Orchestrate sets the Status field to Completed when all steps in a process are complete. 
    2. Definition Conditions:
      • Object Name - select Campaign, Case, Contract, Lead, Opportunity or Business Process in the list. See Process Objects for additional information.
      • Object Record Type - select an available record type based on the selection made in the Object Name list, or click the Create Record Type link to create a new record type.
      • (Optional) Select the Add Definition Criteria link to enter additional criteria that must be met for the process to run after the rules are met.
    3. (Optional) Status Options:
      • When Process Status Set To - Select the Process Status value that will determine the Set Open Step To field.
      • Set Open Steps To - Select the Step Status value that determined by the value of the When Process Status Set To 
        • Example: When Process Status Set To CompletedSet Open Steps To Completed.
    4. Description:
      • Description - Enter a description for the process definition.
        • Use the Toolbar to add formatting to the description. You can also insert an image or add a link.
      • (Optional) Owner - Change the default selection if you want another user to be the owner of the definition template.

    4. Select the Save button.

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