The Copy feature is a quick and easy way to create a newrouting tableusing an existing, similar routing table. Once you create the duplicate routing table, you can makeeditsto the user functions that approve Gateway steps and/or re-order the approval sequence, and update its restrictions.
Click the Gear Icon in theNavigation Toolbar, and clickRouting Tables.
In the Routing Tables browse screen, clickNewin the toolbar.
In the Routing Table Edit screen, clickCopyin the toolbar.
In the Copy Routing Table prompt, make a selection in the Copy Routing Table list.
ClickCopy.
When the screen refreshes, displaying the copied routing table:
Enter a descriptive name for the routing table in theNamefield.
Verify the selection in theCategoryfield to categorize the routing table.
(Optional) Enter a description of the routing table in theDescriptionfield so that its purpose is easily distinguishable from other routing tables.
(Optional) In the Routing Table Behavior section of the screen, change the selection to update the way Conga Contracts handlesGateway stepsfor the routing table.
Standard- select if all approvers listed in the routing table must approve the step to complete it. Conga Contracts sends consecutive emails messages as each user approves the step. However, if any user declines approval, the other users are notified that the step was not completed.
Parallel- select if all approvers listed in the routing table must approve the step to complete it. Conga Contracts sends email notifications to all approvers at the same time.
Parallel Single- select if only one of the approvers listed in the routing table must approve the step to complete it. Conga Contracts sends email notifications to all approvers at the same time, but as soon as one user approves/declines the step, the other approvers are notified by email.
Make the appropriateeditsto the new routing table, including the restrictions for using it.
ClickSave.
Tip:
When a user runs the Workflow Wizard, all the routing tables in a category are available for selection in a Gateway step when the step in theWorkflow Templateis associated with the Routing Table category.