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Conga Support

Editing Account Page Layouts for Business Processes

To view the Business Processes related to an Account:

  1. In Setup, use the Quick Find and type Accounts.
  2. Select Page Layouts.
    account-page-layouts-setup-quick-find.jpg
  3. Select Edit next to the Page Layout in which you're adding the Business Processes related list.
  4. Select Related Lists.
  5. Drag and drop the Business Processes (Account)section onto the page layout.
    add-business-process-related-list-to-page-layout.jpg
  6. Select the Related List Properties (wrench icon) on the Business Processes related list.
    business-process-related-list-properties.jpg
  7. Add the following fields to the Selected Fields frame.
    • Business Process Name.
    • Subject.
    • PCE - Definition.
    • Due Date.
    • Status.
    • Contact.
  8. Select any other fields you desire to see in the related list and order the fields as needed.
    edit-team-member-related-list-properties.jpg
  9. Click Ok.
  10. Repeat the steps above to add the Recurring Business Processes related list to any applicable Account page layouts.
    In the Related List Properties, add the following fields to the Selected Fields frame:
    • Recurring Business Process Name.
    • Recurrence Type.
    • Interval.
    • Interval Number.
    • Begin Date.
    • End Date.
    • Next Scheduled Occurrence.
      edit-recurring-business-process-account-related-list.jpg
  11. Select the plus sign icon in the Buttons frame.
  12. De-select the New checkbox and select the OK button.
    edit-recurring-business-process-account-related-list-2.jpg
  13. Select the Save button in the Page Layout editor.