Conga Orchestrate 14.41 Release Notes.

New Features and Enhancements

  • Robotic Process Automation with UiPath


  • Checklists: One of the most utilized features is now enhanced and available on more than just Step records.
    • The Checklist component is now available on Process objects. Previously checklists were only available on task or custom object Steps.
    • Columns in the Checklist Component are now sortable and a new column is added that displays the Status, Completed By, and Date fields. The new column is viewable in both a table view and non-table view.
    • The Create with Status field is now available for use on Checklist Steps. The Create with Status field was previously unavailable on that specific Step Type.
    • For example, once a user checks off items in the Checklist Component, Orchestrate automatically sets the status to In Progress instead of Not Started. This saves users time by not having to update the field manually to In Progress.


  • Create Definitions from LucidChart Diagrams
    • The Definition list view user interface features a new Create from LucidChart button that provides users the ability to import and automatically translate LucidChart diagrams into a Process Definition.
    • After importing the LucidChart data, users can run the Process Definition with Conga Orchestrate.
    • For more information, see LucidChart Integration with Conga Orchestrate.


  • A Back button and Refresh button are now available on the Definition Visualization user interface. This allows users to easily leave the Definition View user interface, return to the started record, and refresh the page.


  • Support for Queues
    • Tasks are now available in Queues.
    • Approvals Steps are now assignable in Queues. This provides users the flexibility to pick up the Approvals from a Queue later on.
    • For more information, see Assignee Types for Process Steps.


  • Definition Conditions
    • Record Type is no longer required for Definition Conditions and is now available as optional Definition Criteria to allow for users to use the same Orchestrate Processes on different object record types, if desired.


  • The Deletable checkbox field on Steps now features helpful text that describes the field's functionality.
    • A Step is deleted automatically when Deletable is selected, Step Creation Conditions are used, the Reevaluate When option is selected, and the Creation Conditions for the Step no longer match.


  • Document Generation with Composer


  • A new Disable Trigger field is added to Conga Orchestrate Setup that allows users to easily disable custom object triggers from the setup menu.


  • If the Task object is set up as an available Step Object, Tasks are automatically created when a Clause Bundle Step completes a Stage. This allows users to easily track the status of the process.


  • The Conga Orchestrate Administrative User and Standard User Permission Sets now include necessary Apex Classes to run Conga Orchestrate. This creates an easier and more seamless process when assigning the appropriate permissions to Salesforce users.


  • Error alerting for Orchestrate platform events is now available. This informs the Conga Orchestrate Development team of issues as they occur in the application.


Issues Resolved

  • A checkbox field is added to Conga Orchestrate Setup to determine if an org has the Sub Type field on the Activity object. Orchestrate automatically checks this checkbox field if the Sub Type field exists. If a user checks the checkbox field in Conga Orchestrate Setup and the field does not exist, Orchestrate now creates the Sub Type field.


  • The Event Placeholder Step option is now disabled in the New Step, Visual, Definitions, and Step Edit user interfaces.


  • All open Steps are cancelled when the Status propagation on the Business Process object is set to cancel all open Steps, and the Business Process status is set to cancelled. Previously, open Field Update steps were still firing in the described use case, instead of being cancelled.


  • A generic, intermittent error no longer occurs when completing a task on a process object with the Checklist Lightning Component.


  • Users do not experience an intermittent error when using Conga Orchestrate on the CPQ Quote object or when an object (and its related objects) has 300 or more fields.


  • The Approvals Component successfully displays on a process object that has Approval steps configured with the Process Task object. Previously, the Approvals Component did not display on process objects that had Approval steps configured with the Process Task object.


  • The time on queued Steps now calculates correctly. Previously, there was an issue calculating PM and AM on queued Steps.


  • The Update/Close field value is removed from the Perform Callout On field on Step Types that do not generate records or documents. The field value is removed because there is no Step object to update or close.


  • The Status Managed By field value is removed from Step Types that do not generate record or documents. It is removed because there were no available field values to select and it is not applicable to the Step Types.