Conga Product Documentation

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Fields for Custom Objects as Steps

Conga Orchestrate requires the following fields and rules.

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).

Object: Field Name

Data Type

Related To

Rules

Status__c

Picklist

N/A

Requires Completed and Canceled Values. Requires at least one additional value indicating an "Open" status and can include additional status values.

Process_Instance__c

Lookup Relationship

Process Instance

N/A

Parent Object Lookup Field(s)

You must create lookup fields to all of the parent objects that you will use this object as a step with. For example, if you want to use this object as a step in a process running on the Business Process object, you must create a lookup field between this object and the Business Process object. The field name must match the object API name, such as Business_Process__c, Case__c, Campaign__c, or Opportunity__c. The field label can be whatever you desire. To use the custom step object as a step in PCE - Definitions, a lookup field to the object the PCE - Definition is defined against must exist on this object.