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.

Record Match Initiators - Button Click

After configuring and saving the Definition Initiator, you will see a button labeled Initiate Process on Matching Records. Clicking it initiates a process for each record that matches criteria based on the parameters and fields defined in the definition initiator and related definition. Watch this video to see it in action.