Conga Orchestrate Release 14.62 - July 1st, 2020

Conga Orchestrate 14.62 Release Notes.

New Features and Enhancements

Clause is now an available Step Type in Conga Orchestrate Definitions. This Step Type allows Conga Orchestrate users to dynamically add Managed Clauses to Process Object records in Salesforce.
- The Clause Step Type supports one or multiple Clause Configuration records.
- For more information, see Creating a Step That Adds a Managed Clause and Automatically Create a Document after Adding Managed Clauses with Conga Orchestrate.
When exporting a Conga Orchestrate Definition from a Salesforce org, the exported file is subsequently given the same name as the corresponding Definition record. Previously, exported Definition files had a generic name that was not related to the specific Definition.

An error message no longer occurs when editing Definition's Step on a Process Object record that has a record type that is not specified in the Definition Criteria. Additionally, Definitions now display successfully on a Process Object record regardless if the record type is not included in the Definition Criteria.
Batch jobs successfully save and schedule when attempting scheduling a new job. Previously, a sporadic error occurred and prevented users from scheduling batch jobs.
Step Validation Rules allows users to successfully use a null value in the a rule. Previously, an issue prevented users from using a null value in a Step Validation Rule.
The Loop object now contains the required Process Object lookup field. Previously, the Loop object did not have that required lookup field.
Steps with Step Creation Conditions that have drill down criteria successfully execute as a child step of an Event Placeholder Step Type. Previously, child steps of Event Placeholder Step Types with drill down criteria in the Step Creation Condition did not execute as expected.
Conga Orchestrate users who are not the owners of a specific Checklist Step Type record can now complete the related Checklist items on a Process Object record. Previously, only the Checklist Step Type record owner could complete the related Checklist items on a Process Object record.