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Approvals for Salesforce

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Approvals for Salesforce

Mandatory Setting for Agreement Objects

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Configuring Global Settings for Agreements and Related Objects

Approvals custom configuration settings provide the global default values for using Approvals with different objects. The backup admin user, summary page, and email templates are designated here so that they do not need to be selected each time you create an approval process. You can choose to override them for specific processes, but this ensures approval requests will work correctly regardless.

To configure global settings

You must have created the required custom pages and templates.
  1. Go to Build > Develop > Custom Settings and click Approvals Custom Config.
  2. From the Custom Setting Definition Detail section, click Manage to display the current objects associated with Approvals.
  3. If it does not already exist, click New and enter Apttus__APTS_Agreement__c in the Name field, which is the API name for the agreement object to be used with approvals.
  4. In the Approval Status Field, enter Apttus_Approval__Approval_Status__c or whatever the API name is for the pick list created for the custom object.
  5. Enter the custom summary page and templates you created in the Approval Summary page and email template fields.
    If you do not enter these values, the system uses default values.


  6. To use header and line-item approvals, set the Approval Context Type to Multiple. For header-only approvals, set it to Single. In the present example, enter Multiple because to set up approval processing on the agreement header and line-item level.
  7. Specify the child object types. The child object type is associated with the approval process for a parent object. In our example, enter the API name of the child objects on which you will set up approval processes, such as Agreement Clause and Agreement Line Item.
  8. To enable ad hoc approvals for a custom object, select the Enable Ad Hoc Approval check box.
  9. Enter in the Parent Reference field the API name of the object with which you have either a master-detail or lookup relationship.
    For example, for the Approvals Custom Config's Agreement Term Exception record, to create an approval on an agreement object that has a master-detail relationship with Agreement Term Exception, enter Apttus__Agreement__c in the Parent Reference field.


  10. Click Save.

The page and templates will be used by default for the next approval process created for the custom-context object. When creating an approval process, you can override these templates if necessary.

Administrator Guide
Salesforce
Approvals

February 11, 2025