A user with the Flow Template Adminpermissiondefines the properties for everystepthat 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 specificfunctionAdding a Functions List Item orresponsibilityin Conga Contracts. When a step is assigned to a specific user, that user can reassign the step to another user.
Most stepsallow 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 Configuration
Restrictions
next stage
ACTION STEPS
When step owner = specific user, step may be reassigned
Communication
X
X
Configuration = automatically or manually complete step when reply is received from email message sent from step
X
Complete Workflow
X
X
Configuration = select Workflow Template
X
Creation Template
Option to require template to automatically run in Contract Profile
X
Configuration = select Creation Template
X
Generic
X
X
X
eSignature
X
X
X
GENERAL (Name, Description, Notes)
ASSIGNEE (Specific or Any user, Function, Responsibility)
Step Configuration
Restrictions
next stage
APPROVAL STEP
When step owner = specific user, step may be reassigned
Approval
X
X
X
GENERAL (Name, Description, Notes)
ASSIGNEE (Specific or Any user, Function, Responsibility)
Step Configuration
Restrictions
next stage
LOGIC STEPS
When step owner = specific user, step may be reassigned
End Flow
X
X
End Stage
X
X
X
Or
X
X
Query Binary Branch
X
X
Configuration = set parameters for condition to be met
GENERAL (Name, Description, Notes)
ASSIGNEE (Specific or Any user, Function, Responsibility)
Step Configuration
Restrictions
next stage
SYSTEM STEPS
When step owner = specific user, step may be reassigned
Automatic Notification
X
X
Configuration = provide email message and select recipients
X
Query Matching
X
X
Configuration = set parameters for condition to be met