Fields for Custom Objects as Steps
Conga Orchestrate requires the following fields and rules.
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. |