Conga Product Documentation

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Record Match Initiators - Daily Check

After you have configured and saved the Definition Initiator with a Monitored Operation of Record Matches Criteria - Daily Check, a batch job checks daily to find records that match the criteria outlined in the definition initiator and subsequently initiates the process defined in the matching definition. Watch this video to see it in action.

If you haven't already done so, go to the Conga Orchestrate Setup tab to auto-schedule the batch job.