Conga Product Documentation

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Step Field Validations

Use step field validations on your steps to prevent their completion when the configured validation rules return true. Rather than setting up object-specific validation rules to control needed data for Conga Orchestrate steps, define validations directly on the step level in Conga Orchestrate and make sure that all data you expect is there and all conditions are met before moving on to the next step in the process.

Refer to Creating a Process Definition and Steps before creating step field validations.

To Add a Step Field Validation

  1. Go to the step where you will add the validation.
  2. Click Edit.
  3. Scroll down to Step Field Validations.
  4. Follow the + Add Field Validation link.
  5. Configure the fields.
    • Field Validation Message: Input the message a user receives when completing a task that doesn't meet the configured validation criteria.
    • Object Name: Select the specified process object defined on the definition or select Task. This list is dynamically populated based on the process object.
    • Field Name: Select the field to which this step is validated. This list is dynamically populated based on the object name chosen.
    • Operator: Select how to compare the Field Name and Field Value fields.
    • Field Value: Enter the field value or select the field value from the drop-down list, depending on the selected field name. If the field value in your rule is to be blank, leave this field blank, or enter NULL.
    • Data Type: Displays the data type of the selected field name. This field auto-populates.
      Note: Autonumber, date, datetime, geolocation, and time fields are not supported.
  6. Select the + Add Row link to add more criteria.
  7. Scroll up and click Save.