home

Orchestrate

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Orchestrate

Process Steps

Creating a Step to Update Records

The initial release of this functionality is in beta as we continue to build on its capabilities in future releases.

Update record(s) on associated records from Conga Orchestrate.

Update Records steps cannot have child steps. If you need to create a step to follow up on the record update, create the child step at the same level as the Update Records step.

During process execution, you may need to refresh the page to see the updated field value.

To create an Update Records step

  1. Go to the definition where you will place this step.
  2. In the Steps section, click New Step or select the drop-down to the right and click Update Records. If you already have steps in the definition, either use the New Child link next to the step name while viewing the definition or use the New Child Step button while viewing the existing step (towards the bottom of the page). Then change the step type to Update Records in the Step Edit page.
  3. Complete the fields:
    • Step Name: Enter the name for this step. This field copies into the subject of a completed task when the step executes. Conga Orchestrate stores a completed task that shows which field(s) were updated as well as any errors if the field(s) were not updated.
    • Step Type: Select Update Records if it is not already selected.
    • Parent Step: The parent step is the step that once completed initiates this new step. Leave it blank if this step must initiate when the process starts.
    • Parent Stage: If a step has a parent stage, all steps in the parent stage must complete before this step creates.
    • Definition: This is automatically populated based on the definition you started from.
    • Stage: Select the stage with which this step shall be associated, if applicable.
    • Create if Parent: This field indicates the status(es) that will permit this step's creation. The parent step status must be set to one of these values for this step to create.
    • Delay Creation: If checked, Conga Orchestrate delays creating this step until the day specified by the Delay Creation Date Adjustment. See Delayed Steps for more information.
  4. Configure any needed step creation conditions. See Step Creation Conditions for more information.
  5. Configure the fields that are updated when this step executes.
    • Click the + Add Record Update link (or the Create Step and Add Record Updates button, if it is a new step).
    • Field to Update: Select the field to update. You can access fields of related objects by selecting a field with a ">" next to it.
    • Update Type: The Value option allows you to set a value explicitly. The Reference option allows you to set the new value dynamically, based on another related field.
    • Updated Value: This is the new value to be stored in the field chosen in the Field to Update section. If the selected update type is Reference, you can access fields of related objects by selecting a field with a ">" next to it.
    • If applicable, populate the Date Adjustment field. This is only available if the data type of the field to update is Date.
  6. Click Save and then close the record update configuration pop-out.
  7. Click the + Add Row link if additional record updates are needed.
  8. Click Save in the Step Edit screen.

    During process execution, you may need to refresh the page to see the updated field value.

User Guide
Salesforce
Orchestrate

April 28, 2025