Custom Process Details Button and Process Visual Button for Custom Objects as Process Objects

If you configured your own custom object as a process object, you must create a custom Process Details and Process Visual button and add them to any applicable page layouts. These buttons are already created for the Campaign, Case, Contract, Lead, Opportunity, and Business Process objects when you installed Conga Orchestrate.

Creating the Custom Process Details Button

If you desire to export the information from a process object to Excel or display it on screen, you can create a custom Process Details button on any object used as a process object. The Excel output displays any steps that have been completed, are in process, or maybe created in the future.

To create the custom process details button

1. Go to Setup and navigate to the process object you desire to create the button.
2. Select the Buttons, Links, and Actions link and click New Button or Link.
3. Enter a Label, Name, and Description for the button.
4. Select these parameters:
   • Display Type: Detail Page Button
   • Behavior: Display in the new window
   • Content Source: URL
5. Configure the URL beginning with /apex/FSTR__ProcessDetails and add parameters (some required, others optional).
   
   • Required Parameters
   • id – Id of the process object.
   • objType – API object name of the process object (Business_Process__c).
6. Click Save.

7. Add the button to all applicable Page Layouts on the Process Object.

   

   By default, the report displays the Account, Process Name, Step Name, Due Date, Status, Step Object Type, Actual/Estimated (whether the Step has been created or its data is estimated), Assignee, Role, Parent Step, and Stage.

   • Optional Parameters (from columns on the Process Object; use API Names)

     

     You may add up to two additional fields of data to display from the Process Object (p1 and p2).

     • p1 – API name, parameter 1
     • p2 – API name, parameter 2.
   • You may add an additional Column Label (ecl) with an identical value (ecv) on all report rows returned.
     • ecl – Extra column label
     • ecv – Extra column value.
   • Configure the Report Data Export to Excel / CSV
     • xl – True or False (defaults to true if omitted).

   Example

   /apex/FSTR__ProcessDetails?id={!Insurance_Policy__c.Id}&objType=Insurance_Policy__c&p1=Premium__c&p2=Type__c&xl=false

   CODE

   The example URL looks at the selected insurance policy record and displays the default columns (described above) as well as the 'Premium__c' and 'Type__c' fields; the report is displayed on screen, rather than exporting to Excel.

To create the custom process visual button

1. Go to Setup and navigate to the process object you desire to create the button.
2. Select the Buttons, Links, and Actions link and click New Button or Link.
3. Enter a Label, Name, and Description for the button.
4. Select these parameters:
   • Display Type: Detail Page Button
   • Behavior: Display in the new window
   • Content Source: URL
5. Configure the URL beginning with /apex/FSTR__definitionvisual? and add the following parameter:

   • recid – Id of the process object record. 
     Example

     /apex/FSTR__definitionvisual?recid={!Insurance_Policy__c.Id}

     CODE
6. Click Save.
7. Add the button to all applicable Page Layouts on the Process Object.