Conga Product Documentation

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Initiating Definitions

You can initiate a definition and kick-start your business process even if your business process does not meet the entry criteria.

To initiate a definition:

  1. Go your definition.
  2. Click the Initiate Definition button. The Business Process search bar appears with the most recently updated business process displayed on top.
  3. Select a business process from the list. You can also enter the ID of the business process to search for it.
The business process is initiated and the pop-up message displays a success message along with a link to the created record.