Before you begin, you must configure UiPath integration for Conga Orchestrate.

Note

You must be on Conga Orchestrate version 14 or greater to use this step type.

Create an Automation Step to leverage UiPath integration in a Process Definition.

In Salesforce orgs that upgrade to Conga Orchestrate version 14 or greater, you must run through the Object Setup in Conga Orchestrate Setup and configure the Task object, even if it is already configured.

To create an automation step in a process definition

  1. Navigate to a Definition record.
  2. Click the New Step button.
  3. Change the Step Type picklist field value to Automation.
  4. Select your Action.
    • To start a job:
      1. Change the Action picklist field value to Start Job.
      2. Change the Process picklist field value to the process you want to run.
      3. Highlight the robots to use for the job and move them from the Available column to the Chosen Column.
      4. Click the Edit Input Arguments link to add Input Parameters (name/value pairs to send to UiPath).
        Note: Use static values, or include merge fields, for the Input Parameters. Example merge field syntax (assuming the process object is an Opportunity) {!Opportunity.Name}. Drilling up also works: {!Opportunity.Account.Name}
      5. Enter field values for the Key and Value fields.
    • To Queue Data (add data to a Queue in UiPath):
      1. Change the Action picklist field value to Queue Data.
      2. Change the Queue picklist field value to the queue you want to add an item to.
      3. Change the Queue Priority picklist field value to reflect the processing priority of your item.
      4. Click the Edit Queue Datalink to add Input Parameters (name/value pairs to send to UiPath).
  5. Enter a value in the Step Name field.
  6. Click Save.

For information on Executing an Automation Step, see Executing an Automation Step.