A user with the Flow Template Admin permission defines the properties for every step that they add to a flow template, including its name and any notes that will help users to complete the step. A Flow Template Admin can assign the responsibility for completing a step to a specific user, any user, or a user who holds a specific function Adding a Functions List Item or responsibility in Conga Contracts. When a step is assigned to a specific user, that user can reassign the step to another user.

Most steps allow a Flow Template Admin to set restrictions, as well as define the conditions that must be met before Conga Contracts recognizes the step as complete and takes some action, such as moving the flow to the next step or changing the status of the Profile. An overview of the properties that can be defined for each flow step is provided in the tables below.


GENERAL (Name, Description, Notes)ASSIGNEE (Specific or Any user, Function, Responsibility)Step ConfigurationRestrictionsnext stage
ACTION STEPS
When step owner = specific user, step may be reassigned


CommunicationXXConfiguration = automatically or manually complete step when reply is received from email message sent from stepX
Complete WorkflowXXConfiguration = select Workflow TemplateX
Creation TemplateOption to require template to automatically run in Contract ProfileXConfiguration = select Creation TemplateX
GenericXX
X
eSignatureXX
X




GENERAL (Name, Description, Notes)ASSIGNEE (Specific or Any user, Function, Responsibility)Step ConfigurationRestrictionsnext stage
APPROVAL STEP
When step owner = specific user, step may be reassigned


ApprovalXX
X




GENERAL (Name, Description, Notes)ASSIGNEE (Specific or Any user, Function, Responsibility)Step ConfigurationRestrictionsnext stage
LOGIC STEPS
When step owner = specific user, step may be reassigned


End FlowXX


End StageXX

X
OrXX


Query Binary BranchXXConfiguration = set parameters for condition to be met




GENERAL (Name, Description, Notes)ASSIGNEE (Specific or Any user, Function, Responsibility)Step ConfigurationRestrictionsnext stage
SYSTEM STEPS
When step owner = specific user, step may be reassigned


Automatic NotificationXXConfiguration = provide email message and select recipientsX
Query MatchingXXConfiguration = set parameters for condition to be met

UpdateXXConfiguration = define action that must occurX