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Record Match Initiators - 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 outlined in the Definition Initiator and will subsequently initiate the process defined in the matching Definition. Watch the video below to see it in action.

  If you haven't already done so, navigate to the Conga Orchestrate Setup Tab to auto-schedule the batch job.

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