Skip to main content
Conga Support

Creating a Definition Initiator

This section details how to create Definition Initiators. To create a Definition Initiator:

  1. Navigate to the Definitions tab.
    clipboard_e21537eb647f837faaaf902a7b6fbb6f6.png
  2. Select the New button.
    clipboard_e7fe4d1b037f9b4cbf89f5ef55288a880.png
  3. Enter the Definition Initiator Name.
  4. Select the Active checkbox to make this initiator active.
  5. Select Search to chose the type of Definition to Initiate.
  6. Select the Object you desire to monitor from the Monitored Object list.

    Configure a custom trigger to add a Custom Object to the Initiator's Monitored Object list.

  7. Select the Monitored Operation(s) that cause(s) the Definition to initiate. Hold the Ctrl key on your keyboard to select multiple Monitored Operations, if applicable.
    • Update - When the Monitored Object's record is updated to meet criteria, the process will initiate.
    • Insert - When the Monitored Object's record is created and meets criteria, the process will initiate.
    • Record Matches Criteria - Button Click - After you have configured and saved the Definition Initiator with a Monitored Operation of Record Matches Criteria - Button Click, you will see a button labeled Initiate Process on Matching Records. Once clicked, a process will initiate for each record that matches criteria based on the parameters and fields defined in the Definition Initiator. See Record Match Initiators - Button Click to see it in action.
    • Record Matches Criteria - Daily Check - After you have configured and saved the Definition Initiator with a Monitored Operation of Record Matches Criteria - Daily Check, a batch job will check daily to find records that match the criteria defined in the Definition Initiator. See Record Match Initiators - Daily Check to see it in action. Navigate to the Conga Orchestrate Setup Tab to auto-schedule the batch job.
  8. Select the + Add Criteria link to provide rules about when the Initiator should run.
    • The Object Name defaults to the Monitored Object.
    • Select the Field Name that you desire to qualify. This field changes depending on the chosen Object Name.
    • Select the type of Operator to compare the value against.
    • Select the Field Value to compare the value against.
    • The Data Type automatically displays the data type of the chosen Field Name.
    • Select a Joining Operator. Only applicable if there are multiple criteria for the definition.

      Note: The Joining Operator field indicates how this value is combined with the other values. Conga Orchestrate combines the OR operators first and then the AND operators for a final AND operation. Logically, this would look like:
      Criteria1 AND Criteria2 AND Criteria3 AND (Criteria4 OR Criteria5 OR Criteria6)
      if there were 6 criteria and 1 through 3 had a joining operator of AND and 4 through 6 had a joining operator of OR.

  9. Select + Add Row to include additional criteria.
  10. Select an Assignee Type in the Assign Process Object By drop down field.
  11. Select the Process Object Owner based on your selection in the Assign Process Object By field.
  12. Enter a positive number in the Due Date Adjustment field to add a certain number of days to the date the process initiates. This will dynamically calculate the date in which the process is due.
  13. Enter a Description detailing what this Definition Initiator does.
  14. Select the Owner of this Definition Initiator.
  15. Populate any necessary information in the Capture Process Information section.
  16. Select the Save button.

See this video for more in-depth information on creating Definition Initiators:

  • Was this article helpful?