Fields for Custom Objects as Process Objects
Conga Orchestrate requires the following fields and rules when using a custom object as a process object.
Note: You can customize the field labels, but the field names must match the object in this table (the "__c" is added automatically by Salesforce). Also, the specified object must be able to relate activities to the object.
|
Object: Field Name |
Data Type |
Related To |
Rules |
|---|---|---|---|
|
Status__c |
Picklist |
N/A |
Requires Open, Completed, and Canceled values. |
|
Process_Instance__c |
Lookup Relationship |
Process Instance |
N/A |
|
Loop Object Lookup Field |
You also need to create a lookup field on the loop object (FSTR_Loop_c) that looks up to any custom object used as a process object. For example, if you are setting up a custom Legal Agreement object as a process object, you must create a lookup field on the loop object that looks up to the Legal Agreement object. | ||
