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Conga Support

Adding a Sub Type to the Event Page Layout

A process can involve Events as well as Tasks. Events can have sub-types that you can use in a filter, or dependency, to determine whether a Step is started or not.

To add a sub-type to the Event Page Layout:

To add the Process Details custom button to Process Object Page Layout(s):

  1. In Setup, use Quick Find and type Event Page Layouts.
  2. Select Page Layouts.
    event-page-layouts-setup-quick-find.jpg
  3. Select Edit next to the Page Layout you want to modify.
  4. Drag and drop the Sub Type field onto the page layout to the desired location.
    add-event-sub-type-to-page-layout.jpg
  5. Select Save or Quick Save and repeat for any other page layouts that should contain the field.