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Conga Support

Fields for Custom Objects as Process Objects and Steps

Conga Orchestrate requires the following fields and rules.

Note: 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.

For any other custom fields that you create on this object, do not include text that may match the API name on your Lookup fields. In addition, do not include text in your fields that match any of the other fields that you are creating below. For example, if you have a Case Lookup field, do not create a custom field on this object called My_Case_Status__c. This would match the Lookup field to Case and the Status field defined below. You must abbreviate the field name (label can be any text you desire). Abbreviate your custom field, such as My_Cse_Sts__c.

Object: Field Name

Data Type

Related To

Rules

AlreadyGenerated__c Checkbox N/A N/A
Auto_Close__c Date / Time N/A Read Only on page layouts.
Business_Account__c Lookup Relationship Account N/A

Clause__c

Lookup Relationship

Clause

Required only when using Managed Clauses (Conga Contracts for Salesforce).

Sub_Clause__c

Lookup Relationship

Sub Clause

Required only when using Managed Sub Clauses (Conga Contracts for Salesforce).

Client__c Lookup Relationship Contact This field must be required from the master (and all other) page layouts.
Completed_By__c Lookup Relationship User Read Only on page layouts.
Completed_Date__c Date / Time N/A Read Only.
Description__c Rich Text Area N/A N/A
Due_Date__c Date N/A This field must be required from the master (and all other) page layouts.
Email_Queue_Members__c Checkbox N/A N/A
Parent_Event_Id__c Text N/A Up to 18 characters. Mark as an External ID field.
Parent_Object_Name__c Text N/A Up to 255 characters.
PCE_Definition__c Text N/A Up to 18 characters. Must define, but populated by the application.
pce_definition_lookup__c Lookup Relationship PCE - Definition N/A
Process_Initiated__c Date / Time N/A Read-only on page layouts.
Recurring_Business_Process__c Lookup Relationship Recurring Business Process N/A
Skipped_Steps__c Long Text Area(32768) N/A Read-only. Maximum number of characters (32,728). Should not be visible on page layouts.
Status__c Picklist N/A Requires Completed and Canceled Values. Requires at least one additional value indicating an “Open” status and can include additional Status values.
Step_Id__c Text N/A Up to 18 characters. Mark as an External ID field.
step_lookup__c Lookup Relationship PCE - Step N/A
Step_Stage_Id__c Text N/A Up to 18 characters. Mark as an External ID field.
Subject__c Text N/A Up to 80 characters in length. This field must be required from the master (and all other) page layouts.

Parent Object Lookup Field(s)

You also need to create Lookup fields to all of the Parent Objects that you want to use this object as a step with. For example, if you want to use this object as a step in a process running on the Business Process object; then a Lookup field needs to be created between this object and the Business Process object. The field name must match the object API name, such as Business_Process__c, Case__c, Campaign__c, or Opportunity__c. The field label can be whatever you desire. To use the custom step object as a step in PCE - Definitions, a Lookup field to the object the PCE - Definition is defined against must exist on this object.