Conga Product Documentation

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Activating a Wizard Design

When you are finished adding Steps, Inputs and creating Step and Input rules for your wizard (along with any other settings), you can activate your wizard design to make it available to users from the Wizards tab. You can also activate a wizard design which has been previously deactivated.

You can activate your Wizard Design from two locations within the Configurable Wizard.

  • from the Wizard Step Rules tab.


  • from the Wizard Settings page.


To activate a wizard design
  1. Navigate to the Wizard Designer Wizard Settings page or Wizard Step Rules tab.
  2. Click Activate.
    A pop-up dialog is displayed to confirm activation.


  3. Click Activate to activate your wizard or click Cancel to return to the wizard to make more edits.

    The new wizard is now available to be run from the Wizards tab.