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Conga Product Documentation

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Conga Sign for Administrators

Setting up a Process Builder for Conga Sign Transaction

You can set up a process builder to show a Conga Sign Transaction record on the parent account. The below steps are explained for an Opportunity account. You can build this type of process for any parent object that is configured for Conga Sign.

To set up a Process Builder for Conga Sign Transaction

  1. Go to Salesforce Setup.
  2. Search for Process Builder.
  3. On the My Processes screen, click New.
  4. Under New Process, enter the following:
    1. Process Name .
      For example, "CS Transaction on Account".
    2. API Name
    3. For The process starts when, select A record changes from the dropdown menu.
  5. Click Save.
  6. Click +Add Object.
    1. For Object, select Conga Sign Transaction.
    2. For Start the process, select when a record is created or edited.
  7. Click Save.
  8. Click +Add Criteria.
    1. Enter Criteria Name.
      For example, "Update CS txn from Oppty".
    2. For Criteria for Executing Actions, select Conditions are met.
    3. Under Set Conditions, set the following fields:
      • Click on Find a Field under Field, and in the dropdown list select [APXT_CongaSign__Transaction__c].APXT_CongaSign__Status__c .
      • Select Operator as Equals.
      • Select Type as Picklist.
      • Select Value as Complete.
    4. Click Add Row and set the following fields:
      • Click on Find a Field under Field, and in the dropdown list select [APXT_CongaSign__Transaction__c].Parent_006__c .
      • Select Operator as Is null.
      • Select Type as Boolean.
      • Select Value as False.
    5. For Conditions, select All of the conditions are met (AND).
  9. Click Save.
  10. Click +Add Action in Immediate Actions.
    1. For Action Type, select Update Records from the dropdown list.
    2. Enter Action Name.
      For example, "Update CS txn".
    3. For Record Type, select Select the record that started your process.
    4. For Criteria for Updating Records, select No criteria - just update the records!.
    5. Under Set new field values for the records you update, set the following fields:
      • For Fields, enter Account.
      • For Type, select Field Reference.
      • Click on Find a Field under Value, and in the dropdown list select Opportunity > AccountID.
  11. Click Save.
Administrator Guide
Sign

January 27, 2025