Download page Fields for Custom Objects as Process Objects.
Fields for Custom Objects as Process Objects
Conga Orchestrate requires the following fields and rules when using a custom object as a process object.
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 have the ability 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.
