Manually Initiate a Process
Once you have defined your process with a definition and marked it Active, you can use it with records in Salesforce. Because you can use other objects as process objects, initiating a process depends on the definition configuration. Conga Orchestrate comes with a custom process object called Business Process. The sections below describe manually initiating your definition, which includes a business process in the configured Object Name field.
To run a single business process
- Go to the Contact record where you want to start a process.
- Go to its Business Process related list.
- Click New.
- Select the record type your process applies to and click the Continue button.
- Enter the required fields. The subject uniquely identifies this process among others like it that may be running. Due Date indicates when the business process shall be completed. Other fields automatically populate on save if not configured.
- Click Save, which opens the Business Process Detail page. If the business process you started is configured to create a task immediately, it is visible under either Activities or Next Steps.
To run a single process defined for another process object
This topic describes steps to run a single process defined for another process object (Campaign, Case, Contract, Lead, Opportunity, or your own custom object):
- Go to the contact record in which you will start a process.
- Go to the process object's related list.
- Click New.
- Select the record type your process applies to and click Continue.
- Enter the required fields.
- Click Save.
The Process Object detail page displays. If the process you started is configured to create a task immediately, it appears under Activities or Next Steps.
A process is finished when all its tasks are either completed or canceled.
