Conga Orchestrate December '21 Release Notes

In these release notes, you can find packages, requirements, features, enhancements, resolved issues, and known issues for the Orchestrate December '21 release. For documentation updates, see What's New in Approvals Documentation.

This documentation may describe optional features for which you have not purchased a license, therefore your solution or implementation may differ from what is described here. Contact your Customer Success Manager (CSM) or Account Executive (AE) to discuss your specific features and licensing.

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Packages

The following packages and dependencies are required to upgrade to this release and use its new features. These are the minimum required versions; later versions are also supported. Prerequisites for each feature can be found in its documentation. Packages marked (New) are new for this release.

important

You must have Community Portal login credentials to be able to download these packages.

For more information on installing Orchestrate managed packages, refer to Installing Conga Orchestrate Packages. For more information on upgrading Approvals managed packages, refer to Upgrading Orchestrate.

System Requirements and Supported Platforms 

For information pertaining to the requirements and recommendations, you must consider before you proceed with the installation of the Conga product suite delivered on the Salesforce platform, see System Requirements and Supported Platforms Matrix.

New Features 

The following features are new to Conga Orchestrate in this release.

Conga Approvals Integration with Conga Orchestrate

You can now integrate Conga Approvals capabilities into your Conga Orchestrate workflows. This enables you to handle more advanced scenarios. Conga Approvals capabilities is provided at the single-step level in Orchestrate. A new step type Approvals is introduced that calls a Conga Approval Process whether Rule-based, Adhoc, or a specific process. For more information, see Creating a Step that Calls an Approval Process.

Sort Order Support for Clause Step Type

You can now create managed Clause steps with a sort order. This enables you to order clauses as they should be displayed in the generated document. For more information, see Creating a Step that Adds a Managed Clause.

Creating a Record on a Step From the Definitions Page

You can now quickly execute a Definition by creating a record and set required fields for a criteria from the Definitions page. This enables you to validate the conditions you set, whether they are working as expected. For more information, see Creating a Process Definition.

Checking CFS Integration Health

Conga Orchestrate checks the integration health for a Definition that has Clause, Clause Bundles, or Managed Clause steps. It checks that the process instance field exists or the right fields exist on the Managed Clause object to make it a step object, field mappings on Managed Clause are in place, a trigger exists, and field permissions on Managed Clause are set to make sure the Managed Clause steps function correctly. If any of these are incorrectly configured, the system displays warning messages on the Definition and Step page. For more information, see Creating a Process Definition.

Enhancements

The following section describes the existing features that are changed (or are no longer supported) in this release.

Customizing the Color Coding on the Process Visual

You can now customize the color coding on the process visual from the Conga Orchestrate Setup. This enhancement enables you to choose colors for the keys as desired or quickly revert to the default colors. There are three default keys from the Definition Visual on the Definition page. The key indicates what colors you can set on the settings page. Additional four keys are available on an actual process object. For example, create a Business Process that matches a Definition. From the record page, clicking the Process Visual button displays the additional four keys along with the default three.

You can modify the colors of all the seven keys (three default and four additional).

For more information, see Customizing the Color Codes on the Process Visual.

Fixed Issues 

The following table lists the issues fixed in this release. If any actions are required, they will be listed in this table.

Known Issues 

The following table provides the cumulative list of known issues up to this release.

DOC ID: ORCHDEC21RNREVA20211207