Step for Adding a Managed Clause

Use Conga Orchestrate to dynamically select and add clauses for contracts for the Salesforce solution. The Clause step in a process definition allows users to add a clause and each related sub-clause record to a Salesforce object record as managed clauses.

Set step creation conditions to determine when a clause is added and add related sub-clauses as managed clauses to a process object record.

Tip: Conga Orchestrate 14.62 or greater and Conga Contracts for Salesforce version 2.30 or greater must be installed to use the Clause step type.

Limitation

When you use a Clause or Clause Bundle step in an Orchestrate process definition, Orchestrate adds only the clause and its first-level subclauses as managed clauses to the target record. Only the first level of subclauses (those directly under a parent clause) are automatically included. Subclauses of subclauses (second-level or deeper subclauses) are not automatically included in managed clauses or in the generated document when using clause bundles or Orchestrate steps. This is the current supported behavior and applies whether you add clauses manually or through Orchestrate automation.

When a Step is part of a Stage, the following restrictions apply:

You cannot enable both the Reevaluate When: Process Object Changes and Ignore in Stage Completion options at the same time.
For Steps within a Stage, the Reevaluate When option automatically defaults to --None-- and cannot be modified.
The Ignore in Stage Completion option allows you to exclude a Step from determining when the Stage is considered complete. If a Step is skipped based on its Step Creation Conditions and this option is selected, the Stage can still complete even if that Step is not executed.
If the parent Step has the Stop Process if Status Set To option defined, it overrides the Ignore in Stage Completion setting for all Steps within that Stage.

Adding a managed clause step to a process definition

Go to an existing definition or create a new one.
Click the drop-down arrow next to the New Step button and select Clause.
Enter the name of the step in the Step field.
Enter the name of the desired clause in the Clause field and select it.
Use the Sort Order field to define the order in which the clauses appear in your generated document.

Note: To set the sort order of a step type with a managed clause, use the Create Record step type and then enter the sort order value, using the managed clause's page layout. The sort order interacts with clause bundle so that managed clauses can be placed before or after the clause bundles.
If the selected clause has more than one related clause configuration record, select the desired clause configuration record from the Clause Configuration field.
(Optional) Click + Add Creation Condition to add creation conditions to the clause bundle step.
- Creation conditions determine if a step is created and executed. Use step creation conditions if a definition has multiple clause steps.
- For more information on adding step creation conditions, see Step Creation Conditions.
Note:
- If a definition contains several clause and clause bundle steps and those bundles contain some of the same clauses (overlapping clauses), the overlapping clauses are only added once, regardless of how many bundles contain those clauses. Additionally, if your step has creation conditions with both the Reevaluate and Deletable options checked, Orchestrate may not remove all clauses if another clause bundle contains those overlapping clauses and continues to match its own step conditions.
- Owing to Salesforce limitations, no more than 100 clause steps can be added to a definition. If more than 100 clauses are required, split the definition in two and apply these definitions sequentially.

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Step for Adding a Managed Clause

Adding a managed clause step to a process definition

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