Use Case 2: Workflow to Support Custom Expressions

Custom Expressions

This topic describes the use case of how administrators can create a workflow to support custom expression. You might use this functionality differently, depending on your business case.

To create a workflow to support custom expressions

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, refer to 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 MichMSA from the Value drop-down list.
      
      

      • Critical Expression is auto-populated with ( Agreement.RecordType= ("MichMSA"))
      • Criteria Expression field takes precedence over Status Category and Status fields. 
   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 following workflow stages from the Workflow field. For more information on creating stages from the Admin Console, refer to the Workflow module in Managing Admin Console.
   
   1. MichStage_Request
   2. MichStage_Review
   3. MitchStage_Signature
   4. MichStage_inEffect 
      
10. Go to the Entry Criteria tab and click Add Criteria to add criteria for the following workflow stages.
    

    Stage	Field	Operator	Value
    MichStage_Request	Contract Type	Equals	MichMSA
    	Contract Category	Equals	Procurement
    	Contract SubType	Equals	PSI
    	Account	Equals	ACME International
    	Filter Expression		( 1 AND 2 AND 3 AND 4 )
    	Critical Expression		Auto-populated with ( Agreement.RecordType= ("MichMSA") and Agreement.AgreementCategory= ("Procurement") and Agreement.Contract_SubType_c= ("PSI") and Agreement.Account.Name= ("ACME International") )
    MichStage_Review	CloneSpecCustomField	Equals	Mich_ACME
    	Status Category	Equals	In Authoring
    	Status	Equals	Author Contract
    	Filter Expression		( 1 AND 2 AND 3 )
    	Critical Expression		Auto-populated with ( Agreement.CloneSpecCustomField_c= ("Mich_ACME") and Agreement.StatusCategory= ("In Authoring") and Agreement.Status= ("Author Contract") )
    MitchStage_Signature	Status Category	Equals	In Signatures
    	Status	Equals	Ready for Signatures
    	CustomDateandTimeField	Greater-Than or Equal-To	<MM/DD/YYYY> For example, 10/15/2024
    	Non Standard Legal Language	Equals	Yes
    	Filter Expression		( 1 AND 2 AND 3 AND 4 )
    	Critical Expression		Auto-populated with ( Agreement.StatusCategory= ("In Signatures") and Agreement.Status= ("Ready for Signatures") and Agreement.CustomDateAndTimeField_c >= "2024-10-15T12:12:00.000" and Agreement.NonStandardLegalLanguage= ("true") )
    MichStage_inEffect	Status	Equals	Activated
    	Status Category	Equals	In Effect
    	Language	Equals	English
    	Filter Expression		( 1 AND 2 AND 3 )
    	Critical Expression		Auto-populated with ( Agreement.Status= ("Activated") and Agreement.StatusCategory= ("In Effect") and Agreement.Language_c= ("English") )

11. (Optional) Enter the custom description for this activity in the Common tab. 
12. Click Save after adding activity to the workflow. The workflow that supports custom expressions 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 the custom expressions, users can view the workflow stages on the contract details page. For more information, see the "Workflow to support Custom Expressions" section in Working with Workflow Activities.