Add additional code to existing custom triggers to use objects as a process objects, step object, or both for Conga Orchestrate.

Use existing Conga Orchestrate triggers to set up and use an object as a Process object, Step object, or both.

Previously, Conga Orchestrate required administrators to deploy new custom triggers in Conga Orchestrate Setup, or manually create each one, to use an object as a Process object, Step object, or both. For example, a custom object set up as a Process object would require an additional custom trigger to use it as both a Step and Process object moving forward.

Now, administrators can simply add an additional line of code to existing triggers to use an object as a Process object, Step object, or both.
Note: Adding this code to the custom triggers only pertains to users with existing triggers.

To modify an existing trigger:

  1. Navigate to Salesforce Setup.
  2. Navigate to the desired object using Quick Find Search Box or the Object Manager.
  3. Click Triggers.
  4. Click the custom trigger created for Conga Orchestrate. Example: Custom_ObjectStepTrigger
  5. Click Edit.
  6. Copy one of the code options below and paste it as a new line of code after all the current logic in the trigger.
    • To setup as a Process object, add: FSTR.COTriggerHandler.handleProcessObjectTrigger();
    • To setup as a Step object, add: FSTR.COTriggerHandler.handleStepObjectTrigger();
    • To setup as both, add: FSTR.COTriggerHandler.handleBothTrigger();
  7. Click Save.

See the example below for correct trigger syntax.Important: Orchestrate requires that the following trigger hooks are present in the modified Apex Trigger:

before insert, after insert, before update, after update, before delete, after delete, after undelete