#Initiater definition full#
With regard to the amount of dues and the initiation fees, the letter stated: Currently, full regular monthly dues and fees based on your hire date ofDecemare set forth below.25Dues for February 2005 at $25.39 per month $25.39 Initiation fees $66.00 30 Total $91.39(Jt. Initiation fees and dues have been lowered and simplified, but all must pay. Initiation fees, guest fees, Use Fees and other charges for all Club Facilities Memberships shall be determined by Management from time to time. If using a Custom Object as the monitored object on the initiator, Create a custom Contact Lookup field on the Custom Object, edit the Conga Orchestrate Setup labeled "Initiator Custom Object - Contact Field" and "Initiator Custom Objects", and populate the new Contact Lookup field on all records.Examples of Initiation fees in a sentenceĮnter:a Initiation fees and capital contributions included on line 9 39ab Gross receipts, included on line 9, for public use of club facilities 39b40a Section 501(c)(3) organizations.Įnter:~~~~~~~~~~~~~ 9ba Initiation fees and capital contributions included on Part VIII, line 12 ~~~~~~~~~~~~~~~b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities ~~~~~~11 Section 501(c)(12) organizations.If there are no Contacts related to the monitored Account, the Contact field is left blank on the initiated process.If neither Contact Roles nor a specific Contact Lookup has been configured on the monitored Account, Conga Orchestrate queries all related Contacts alphabetically, based on the full name, and selects the first one returned.If a Contact is specified in a Contact role and is set as Primary, it is used first. Contact Roles related to the monitored Account.Create a custom Contact Lookup field on the Account object, edit the Conga Orchestrate Setup setting labeled "Initiator Custom Object - Contact Field" and "Initiator Custom Objects" as shown in the screenshot, and populate the new Contact Lookup field on all Account records. A specified Contact Lookup field on the monitored Account.To do so, Conga Orchestrate initially looks for the following (in this order): Definition Initiators automatically attempt to select an associated Contact record when they initiate a process.This ensures that the process that is initiated is associated with the correct Contact and Account. If you are creating a Definition Initiator to monitor the Events, create the events using a Contact specified in the Name field on the Event.To gain maximum visibility within Salesforce, relate all processes to an Account or Contact. This allows you to be very specific when initiating processes from Contact record changes by joining information from its related Account.
If you are creating a Definition Initiator to monitor the Contact Object, you can create criteria that evaluate fields from the Contact and Account Objects.
#Initiater definition series#
This enables you to initiate a process if a field, or series of fields, changes regardless of what they were changed. If you select this Operator for your Criteria item, Conga Orchestrate verifies if the field value changes and evaluates the criteria to see if it is true.
Finally, you provide the information (Assignment, Due Date, custom / standard field settings) that you want the initiated process to contain. Additionally, you provide rules (Criteria) about when the Initiator should run based on the Definition you select. When setting up an Initiator, you simply tell Conga Orchestrate what Object (Account, Contact, or Event) and what Operations (Insert and/or Update) on that Object you desire to monitor. Definition Initiators allow you to take process execution to the next level.
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