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Conga Product Documentation

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CLM for Salesforce

Creating a New Wizard Design

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Deactivating a Wizard Design

You can Deactivate an active Wizard design when you do not want any new runtime Wizards to be initiated by users for that particular design. Deactivating a Wizard changes its state to "Deactivated," from which state the Wizard can either be re-activated or retired.

To deactivate a Wizard Design

  1. Go to the Wizard Designs tab.
  2. Click Edit next to the active Wizard design you want to deactivate.
  3. Click Deactivate Wizard on the Wizard Properties screen.
  4. Click OK to confirm deactivation of the Wizard design. The Wizard design changes from Activated to Deactivated state.
    Tip: If you deactivate a Wizard design, any in-progress Wizards which have already been initiated by users will remain in-progress. These wizards can be completed as normal but no new wizards using the deactivated design can be initiated.

After a Wizard design has been deactivated, you can take the following actions from the Wizard Designs tab:

  • click Edit to review or reactivate the Wizard design.
  • click Retire to retire the Wizard design.
Administrator Guide
CLM

December 31, 2024