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Approvals for Advantage Platform

Approvals for Administrators

Approval Custom Configurations

Approval Custom Configurations provide a way to define and manage approval settings for both standard and custom objects in the Conga Advantage Platform. These configurations let you customize approval workflows at the object level—for example, by setting custom user assignments, controlling the display of approval details, or designating fields to track approval status.

This section explains how to create a new approval custom configuration, update an existing one with changes such as user assignments, fields, or display settings, and delete a configuration when it is no longer needed.

In a Contract Lifecycle Management (CLM) application, contracts often require multiple levels of approval depending on their type, value, or associated business unit. By creating an approval custom configuration, you can ensure that approvals are handled consistently and automatically.

  • Custom Object: Suppose you have a custom object named Contract Request_c to track requests for new contracts.

  • Object for Custom User: You can configure the approval workflow so that high-value contracts are routed to a Finance Manager, while standard contracts go to a Legal Reviewer. This ensures assignment is automated based on contract type or value.

  • Display a Simpler View of Request Detail: For business users who only need to approve or reject, you can hide advanced details like sequence numbers and dependencies, showing them only the key contract information required for decision-making.

  • Approval Status Field: You can map a field such as Approval Indicator on the Contract Request_c object to track whether a contract is Pending, Approved, or Rejected. This field provides a clear status at the object level, which can then be surfaced in reports and dashboards.

With this setup, every new Contract Request_c record automatically follows the configured approval rules, giving you a streamlined and auditable approval process across your CLM application.

Creating an Approval Custom Config

  1. Go to Shared Apps > Approvals > Approval Custom Configs.
  2. Click Create to add a custom object.
  3. Search for a custom object name in the Custom Object Name field.
  4. Click Create. The newly created custom object setting entry appears in the Custom Object List.
  5. Click the custom object name from the Custom Object List. A set of configurations appears.
  6. Enter or select the following configurations:

    Configuration

    Description

    Object for Custom User

    Allows selecting standard or custom object names to define custom assignee expressions. This ensures that approval workflows can be customized for each object, allowing for more precise and automated user assignments based on the object's specific approval requirements. The names of the selected objects appear in the Object dropdown when defining custom assignee expressions.

    Display a Simpler View of Request Detail

    Allows controlling the visibility of the Sequence, Sub-sequence, Delegate Approver, Approval Details, and Approval Dependency fields in the Preview and My Approvals windows. Enabling this toggle hides these fields.

    Approval Status Field

    Allows selecting a picklist field on the custom object to act as the ApprovalStatus or ApprovalIndicator field. To learn how to create a custom object, add a field to it, and assign a picklist field, see Managing Application Schemas.

    Note: This applies only to custom objects. Ensure the field is not left blank, as the Approval Process depends on it.
    For example, for a custom object "Sample Object_c", if you want the "Approval Indicator" field to display the approval status of the object, you can create a new Custom Object Setting for this custom object. Once created, click on the custom object from the list and, under Approval Status Field option, search for and select the Approval Indicator field.
    Enable Consolidated Email on RejectionsAllows sending a single consolidated email to the submitter when one or more approval requests are rejected for a context object (such as a contract, quote, cart, or any other object configured for approval). The email includes all rejection details and a link to the approval page, supporting both consolidated and non-consolidated rejection scenarios.
  7. Click Save.

Editing an existing approval custom config

This step involves navigating to the Approval Custom Configs tab, which is essential for managing and editing existing approval configurations. Ensure you have the necessary permissions to access this tab.

  1. Open the Approval Custom Configs tab as described in Creating an Approval Custom Config.
  2. Click the name of the custom object.

    • Object for Custom User: Select the names of standard or custom objects to add or remove from the pull-down. To add an object, click the box next to it in the pull-down menu. To delete an object, click the object count indicator at the right of the drop-down menu box and click the X adjacent to the undesired object.

    • Approval Status Field: To delete a field, click the X icon. To assign a new field, search for and select the desired field.

  3. Select Discard Changes to cancel any modifications.
  4. Click Save to apply the updated settings.

Deleting an approval custom config

  1. Open the Approval Custom Configs tab as described in Creating an Approval Custom Config.
  2. Find the custom object name in the Custom Object column.
  3. Click the trash-can () icon adjacent to the custom object.
  4. A confirmation popup appears. Click Delete.

August 25, 2025