Creating a Process Definition
After adding criteria to the process definition, you can create your process definition. You can quickly execute a definition by creating a record and set required fields for a criteria from the Definitions page. This enables you to validate the conditions you set, whether they are working as expected.
Creating a definition
- Definition Information:
- Definition Name: Enter the name for this definition template.
- Is Active: Select the check box to make the process active after creating the definition.
- Categories: Select the field(s) used to categorize the definition.
- Use the left-arrow (
) icon to remove chosen fields.
- Click one or more fields in the Available list box and then click the right-arrow (
) icon to add your selections to the Chosen list box.
Conga Orchestrate checks the integration health for a definition that has clause, clause bundles, or managed clause steps. It checks that the Process Instance field or the correct fields exist on the managed clause object to make it a step object, field mappings on managed clauses are in place, a trigger exists, and field permissions on the managed clause are set to make sure the managed clause steps function correctly. If any of these are incorrectly configured, the system displays warning messages on the Definition and Step page.
