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 NameData TypeRelated ToRules
Status__cPicklistN/ARequires Open, Completed, and Canceled values.
Process_Instance__cLookup RelationshipProcess InstanceN/A
Loop Object Lookup FieldYou 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.