Use Case 1: Workflow for Approvals Activity

Approvals

One of the steps in the contract lifecycle is approvals. A contract can go through numerous approvals throughout its lifecycle based on business needs (such as clause changes, key business value changes, internal processes, etc.). The workflow supports approvals as an activity that can integrate with Intelligent Workflow Approvals (IWA), allowing end users to easily submit and track approvals as part of the entire contract workflow.

This use case explains how administrators can create a workflow for Approvals activity where users can to preview and submit an approval, and then either approve or reject an approval request. You might use this functionality differently, depending on your business case. 

To create a workflow for Approvals activity

1. Log in to the Conga Platform as an admin user.
2. Click the App Launcher () icon from the top-left corner > Admin Console > click the Workflow icon from the left panel. The list of workflow appears.
3. Go to Create New. The New Workflow window appears.
4. Update the fields in the New Workflow window and click Create. 
   
   This navigates to the Workflows window, where you can configure activities for the selected workflow type. For more information on creating workflows from the Admin Console, see the Workflow module in Managing Admin Console.
   
5. Click Start button.
6. Select Start Workflow and click Configure Activity. An activity-specific window to configure workflow parameters appears. 
   1. Click Add Criteria to add a criteria.
   2. Select Contract Type from the Field drop-down list.
   3. Select Equals from the Operator drop-down list.
   4. Select MSA from the Value drop-down list.
      
      

      Critical Expression is auto-populated with ( Agreement.RecordType= ("MSA"))

   5. Select Create from the Action Type check box.
   6. Click Save.
7. Click the Plus icon () to add activities to the workflow.
8. Select Chain Stage and click Configure Activity.
9. On the Properties tab, search and select the workflow stage from the Workflow field. For example, Approval_Stage. For more information on creating stages, see the Workflow module in Managing Admin Console.
   
   
10. Go to the Entry Criteria tab and click Add Criteria to add the following criteria.

    Stage	Field	Operator	Value
    Approval_Stage	Contract Type	Equals	MSA
    	Critical Expression		Auto-populated with ( Agreement.RecordType= ("MSA") )
    Being Drafted	Status Category	Equals	In Authoring
    	Status	Equals	Author Contract
    	Filter Expression		( 1 AND 2 )
    	Critical Expression		Auto-populated with ( Agreement.StatusCategory= ("In Authoring") and Agreement.Status= ("Author Contract") )
    In SignaturesNM	Status Category	Equals	In Signatures
    	Status	Equals	Ready for Signatures
    	Filter Expression		( 1 AND 2 )
    	Critical Expression		Auto-populated with ( Agreement.StatusCategory= ("In Signatures") and Agreement.Status= ("Ready for Signatures") )

11. (Optional) Enter the custom description for this activity in the Common tab. 
12. Click Save after adding activity to the workflow. The workflow for Approvals activity is as shown in the following image.
    
    
13. Click Publish. The Publish Workflow window appears.

14. Click Yes, Publish. The workflow is published.

After the administrator has configured the workflow for Approvals activity, users can preview and submit an approval and then either approve or reject an approval request. For more information, see the "Approvals" section in Working with Workflow Activities.