Starting a Recurring Business Process
Recurring business processes allow you to execute any defined process (definition) on a recurring basis. They hold information on how often the process starts, who it is assigned to, and how its due date is set. As with single business processes, you can use recurring business processes with accounts and contacts. Refer to Recurring Business Processes Overview for more information.
To set up a recurring business process
The fields in the Capture Object Information section populate dynamically depending on the field values you select in the Object Type to Create and Record Type to Create fields from the Recurring Process Settings section. Required fields are marked and other fields are optional. If the selected record type references a Conga Orchestrate-managed object, the values in these fields are used by the recurring business process to initiate a single business process at the interval over the period you have specified.
- Go to the contact you will associate a new recurring business process to.
- Click the New Recurring Business Process button from the Recurring Business Process related list. See Editing Contact Page Layouts for Business Processes if the Recurring Business Process related list is not shown.
- Enter a recurring business process name.
- Choose the applicable object from the Object Type To Create picklist.
- Select the associated record type from the Record Type to Create field.
- The Contact and Account fields auto-populate.
- Configure the recurrence type as Completed Date or Created Date. This is most commonly set to Created Date. Refer to Recurring Business Processes Overview for an explanation of the Created Date and Completed Date picklist values.
- Set the begin date for the recurrence. If Begin Date is set to the current date, the first occurrence begins immediately. Otherwise, the process starts on the Next Scheduled Occurrence date.
- Set an end date for the recurrence. (If you do not select the No End Date checkbox, the process executes according to its interval forever. If you select an end date, the process executes according to its interval until the end date passes.
- Select the interval for this process to recur: Year, Quarter, Month, Week, or Day.
- Set the Interval Number field. This allows you to customize the interval further. For example, if Week is selected in the Interval picklist and Interval Number is set to 2, this process recurs every two weeks.
- Select how to assign the process with the "Assign Process Object by" field.
- Select the associated owner in the Process Object Owner field.
- Set the Due Date Adjustment field (the default is 0 days). This field tells the system how to adjust the due date of the business process that it will create. This can be longer (greater than 0), shorter (less than 0), or the same (0) as the business process's creation date. For example, if your business process is set to create on the first of each month and the due date adjustment is 2, the process's due date is set to the third day of the month.
- Enter a description in the Subject field to uniquely identify this process when it runs.
- Click Save.
- Verify your settings in the Recurring Process Information screen. If the period you have specified includes the current date, a newly-created business process displays under the Business Process list. Over the period you have specified, a new business process is created at each interval you set.
