Important

Check the Enable Event Placeholder Step checkbox in the Setup Information section of Conga Orchestrate Setup. This setting creates the sub_type__c field.

When a process step is an event placeholder, Conga Orchestrate waits for an event with a matching sub-type to be created before child step(s) can execute.

To configure event sub-types:

  1. In Setup, enter Activity Custom Fields in the Quick Find.
  2. Select Activity Custom Fields
  3. Select the Sub Type field label.
  4. Click Edit next to a sub type value.
  5. Enter the sub-type label and API name and click Save.
  6. Repeat for all needed sub-types.
  7. Click the Deactivate link next to any value not in use. t-event-sub-types
    edit-event-sub-types