Creating Process Groups for Reporting and Gantt Charts
Process Groups enable you to group business processes for reporting and for display in a Gantt chart. Add the Process Group Lookup field to your Process Object page layout (Campaign, Case, Contract, Lead, Opportunity, or Business Process). Then create a Process Group from the Process Group tab.
Add the Process Group Field to Applicable Page Layouts
- Go to the list of page layouts on the applicable object in Setup.
- Select Edit next to the page layout that needs a Process Group field.
- Find the Process Group field and drag it to the page layout where you want it to display.
- Repeat for other page layouts as needed.
If you are using a custom process object, you can create a custom lookup field for the process group on your custom object.
To create a Process Group field on your custom object
- Go to your custom object details in Setup.
- Go to the Fields & Relationships and click the New button.
- Select Lookup Relationship and click Next.
- Select Process Group in the Related To drop-down list box and click Next.
- Enter Process Group in the Field Label box and enter Displays the Process Group to which this process belongs in the Description field.
- Click Next.
- Enable the necessary security and click Next.
- Select the desired page layout(s) where the new field should be displayed and click Next.
- Specify the title that the related list will have in all of the layouts associated with the parent. Select the desired page layout(s) where the new related list should be displayed and click Save.
Creating a New Process Group
- Go to the Process Groups tab.
- Click the New button.
- Enter the process group name.
- Select the start date and expected completion date as needed.
- Select Save or Save & New to create another process group.
