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Conga Support

Process Stages

A Stage is a group of Steps. All Steps in a Stage must be completed (or have conditions that will prevent their creation while also being set to ‘Ignore in Stage Completion’) before steps that follow it (called Child Steps) can execute. Unless all Stage Steps are ‘canceled’, Child Steps execute after the Stage completes successfully. Staging enables users to have Steps with multiple Parent Steps (e.g., all Steps in a Stage must be complete before the Child is created). Stages can be used to facilitate parallel approvals when used in conjunction with Approvals.

To create a Stage, a Definition is needed. Refer to Creating a Process Definition.

To create a Stage:

  1. Navigate to the Definition where you desire to add the Stage.
  2. Select the New Stage button.
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  3. Enter the new Stage Name and select the Save button.
  4. To add steps to the stage, select the New Stage Step button and fill out the fields appropriately. Refer to Process Steps.

  You can also edit already existing steps to add them to a stage. Edit the step and populate the Stage field with the stage you created in the steps above.

When editing a Step and the Stage field is populated, the Ignore In Stage Completion checkbox appears. Select this checkbox if the Step is part of a Stage and you desire to ignore the Step when determining whether Child Steps of the Parent Stage create. For example, if 2 of 3 Stage Steps complete and the 3rd is set to "Ignore In Stage Completion", the Stage will be considered complete and Child Steps create. The default is unchecked and the Stage will not ignore the Step when the Stage completes. This only applies to steps that are skipped (example: due to Step Creation Conditions). Any steps that are not skipped will still need to be completed for the stage to be considered complete.

View this video for more information:

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