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Advantage Platform Administration

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Advantage Platform Administration

Workflow Management

Screen Flow Workflow

This topic describes configuring a Workflow of type "Screen Flow" using the Forms configured in the CX Studio.

Forms are created within the CX Studio. For more details, see Creating Forms.
Screen Flow is a multi-step process within a workflow, similar to other workflow types, but with interactive capabilities. You first create forms in CX Studio based on requirements and then use these customized forms in the workflow. This flow streamlines data collection from users and applies it to subsequent workflow activities to achieve meaningful outcomes.

Administrators configure Screen Flow to trigger forms based on user actions. When the workflow initiates a Screen Flow, it pauses at each screen activity during runtime to collect data. When a user starts a Screen Flow, the system displays the configured form, allowing the user to enter data and use it in subsequent activities.

  1. Log in to the Conga Advantage Platform as an admin.
  2. Click the App Launcher () icon in the top-left corner, then go to Apps > Admin Console > Workflow. The list of workflow appears.
  3. Go to Create New. The wizard driven New Workflow pop-up window appears outlining the steps involved in the workflow creation process.
  4. Enter the following information in the Details wizard and click Next.
    • In the Name field, enter a name for the screen flow. The name must begin and end with a letter, contain only alphanumeric characters and underscores, and cannot have consecutive underscores.
    • In the Display Name field, enter a user-friendly name for the screen flow.
    • In the Description field, enter a relevant description for the screen flow.
  5. Go to the Workflow Type and select Screen Flow option.
  6. Search for and select the object you want to associate with the screen flow. This step is optional, but selecting the object will display context-specific information for it.
  7. Click Create. A success message appears, and a screen flow is created. The system opens the workflow design pane, where you can add activities to configure your flow.
  8. Click Start. The Activities window appears.
  9. Go to the User Interaction tab and select Screen Activity. You can combine other activities with the Screen Activity to meet your specific requirements. For detailed information about each activity, refer to Activities.
  10. Click Configure Activity. An activity-specific window to configure screen flow parameters appears.
  11. In the Properties tab, select the screen to display when the screen flow is triggered. All forms created in CX Studio are available in the Screen Name dropdown list.
  12. Go to the Common tab, enter the necessary information, and click Save.
  13. To edit or delete the activity, go to the activity tile and click the ellipsis () icon:
    • Click Edit to update the activity parameters.
    • Click Delete to remove the activity.
  14. Click the Plus () icon to add another activity to the flow.
  15. Go to the Settings tab to manage screen flow details.
  16. Go to the Instances tab to view all active screen flow executions and manage them.
  17. Click Publish. A confirmation message appears.
  18. Click Yes, Publish. A success message appears.

Your screen flow is now accessible from the screen flows list. After the screen flow is executed, you can view the instances on the Instances tab. For more information, see Working with Workflow Instances.

You can use the screen flow to render the configured screens based on your requirements. For better understanding see the Use Case: Contract Request Creation via Button in CLM UI.
Administrator Guide
Conga Advantage Platform Administration

March 24, 2026