Follow the steps below to set up the New Event action on the Business Process object.

To set up a New Event Action

  1. Go to Salesforce Setup in Lightning and select Object Manager.
  2. Click Business Process.
  3. Click Buttons, Links, and Actions.
  4. Click New Action.
  5. Select Create a Record for the Action Type field.
  6. Select Event for the Target Object field.
  7. Select Advisor Event for the Record Type field.
  8. Enter New Event (FSC) in the Label field
  9. Enter New_Event_FSC in the Name field.
  10. Click Save.
  11. Put any fields you want on the page layout. Place the Sub Type field on the page layout that was created when you set up the Event object in the Conga Orchestrate Setup Wizard.
  12. Click Save.
  13. Go back to Buttons, Links, and Actions and click New Event (FSC).
  14. Click New in the Predefined Field Values section.
  15. Select Name (under Standard Fields) for the Field Name field.
  16. Insert FSTR__Business_Process__c.FSTR__Client__c into the Formula Value field.
  17. Click Save.
  18. Put the new custom action on the business process page layouts you want the action to appear on.