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Approvals for Salesforce

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Approvals for Salesforce

Configuring Settings

Configuring an Admin Property

Create admin entries to configure an admin property.
  1. Open Salesforce's apps pull-down menu and select the Conga Approvals Setup app.
  2. Click the Admin tab.
  3. Click New to open the New Admin window.
  4. Enter the name, value, code, and system information for the admin entry and click Save.
    Your new admin entry is saved and added.

Admin Setting in Approvals

This section describes admin entries available in Approvals, their values, and their purposes.

APTS_CancelRequestOnReject

The APTS_CancelRequestOnReject setting modifies Approvals's behavior when Continue Pending Approvals on a Reject is enabled.

If Continue Pending Approvals on a Reject is enabled (True), Approvals cancels all of a rejected request's dependent requests, but does not behave predictably if the rejected request contains ad hoc or dependent requests.

Setting APTS_CancelRequestOnReject to True changes this behavior to cancel all of a rejected request's dependent requests. including parallel, sequential, and ad hoc requests.

If APTS_CancelRequestOnReject is disabled (unset or False) on an approval process, Approvals follows the base logic of the Continue Pending Approvals on a Reject setting for dependent steps. For independent steps, the APTS_CancelRequestOnReject setting does not change how Approvals follows Continue Pending Approvals setting on a Reject.

Name

APTS_CancelRequestOnReject

Value

  • True
  • False (default)

Code

Leave this field blank

APTS_CheckGovernorLimitSynchronously

In synchronous mode, setting the APTS_CheckGovernorLimitSynchronously property to True enables the system to check the CPU time. The system does not check the CPU time when the APTS_CheckGovernorLimitSynchronously property is set to False.

In asynchronous mode, the system checks the CPU time irrespective of the value of the APTS_CheckGovernorLimitSynchronously property.

Note:

If you do not create the APTS_CheckGovernorLimitSynchronously property in the Admin object, the system sets the value to True and checks the CPU time in synchronous mode.

Name

APTS_CheckGovernorLimitSynchronously

Value

  • True
  • False (default)

Code

Leave this field blank.

APTS_HideSubmitButton

The APTS_HideSubmitButton admin entry controls the visibility of the Submit button on an approval request object record. When you enable this setting (set to True), the system hides the standard Submit button and keeps only the Submit with Attachment button visible in the Preview window.

  • When an approval request is submitted with an attachment, the system includes the attachment in both the initial Approval Trigger email and the Approval Reminder email.

  • If you click the Submit with Attachment button without selecting an attachment, the system displays a validation error.

The default state for APTS_HideSubmitButton is false (i.e., the Submit button is visible in the UI).
NameAPTS_HideSubmitButton

Value

  • True

  • False (default)

Code

Leave this field blank.

APTS_ReassignmentPermission

For Approvals to enable or disable the Reassign button on the Approval Request Reassign OOTB page by adhering strictly to a security check, you must create an APTS_ReassignmentPermission admin entry and set its value to True. If you don't want the Approval Request Reassign button to appear based on such a security check, set APTS_ReassignmentPermission to False or do nothing (default False).

When APTS_ReassignmentPermission is set True, Approvals displays or hides (grays out) the Reassign button in the Visualforce page based on the logged-in user’s permissions. Approvals displays the Reassign button (the user has permission to reassign) when the request status is either Assigned or Reassigned and:
  • The user’s profile is present in the APTS_AdminProfiles admin entry,
  • The user is the request's owner, or
  • The user is the previous assignee of the request.

When APTS_ReassignmentPermission is set False or not set, Approvals displays the Reassign button on the Visualforce page without testing for permissions.

Name

APTS_ReassignmentPermission

Value

  • True
  • False (default)

Code

Leave this field blank

APTS_FilterRowsByApprovalStatus

This property helps customers handling large volumes of cart data avoid heap size errors caused by Salesforce governor limits. This admin entry optimizes query performance by filtering Approval Request based on their approval status. By fetching only the necessary records, it reduces resource usage, improves query efficiency, and ensures smooth system performance.
  • When set to True: Only Child Line Items with an "Approval Required" status are retrieved.
  • When set to False: All Child Line Items are retrieved, regardless of their approval status.

Name

APTS_FilterRowsByApprovalStatus

Value

  • True
  • False (default)

Code

Leave this field blank

APTS_EnableDefaultSetScaleForCurrency

This admin property controls how the application evaluates decimal precision when executing approval rules.

  • False – Sets the precision to two decimal places. The application compares only the first two decimal places and determines the flow execution based on this comparison.

  • True – Uses the decimal scale from the field. The application considers the entire decimal value as defined in the field and executes the flow accordingly.

Name

APTS_EnableDefaultSetScaleForCurrency

Value

  • True
  • False (default)

Code

Leave this field blank.

APTS_LimitEmailApprovalToSalesforceUsersOnly

This admin property controls email-based approvals by verifying the sender's email ID before processing approval requests.
  • If set to True, the system prevents non-Salesforce users from approving or rejecting requests via email and sends a bounce-back notification.
  • If set to False, the system allows all users to approve or reject requests, even if the email ID is not registered in Salesforce.

Name

APTS_LimitEmailApprovalToSalesforceUsersOnly

Value

  • True
  • False (default)

Code

Leave this field blank

APTS_QueueableSubmitChunkSize

Controls how many approval requests are processed at a time when approvals are submitted asynchronously. If a proposal has multiple approval requests, the system breaks them into smaller groups (or "chunks") based on the value set in this property.

Name

APTS_QueueableSubmitChunkSize
ValueEnter the chunk size.

For example, if there are 12 approval requests and the chunk size is set to 5:The system creates three queueable jobs: two with five requests each, and one with two.

Code

Leave this field blank.

APTS_UseOptimizedQueueableChunking

When the APTS_QueueableSubmitChunkSize property is set, the system processes approval requests in multiple queueable jobs, with the final step executed by the last chunk.

The APTS_UseOptimizedQueueableChunking ensures that the final queueable job (the last chunk) correctly triggers the final approval processing step. To ensure consistent and reliable completion of the approval process such as Notify Only and Auto Approved, it is recommended to also enable this property by setting it to TRUE. This helps maintain end-to-end processing integrity when chunking is in use.

NameAPTS_UseOptimizedQueueableChunking
Value
  • True
  • False (default)
Code

Leave this field blank.

APTS_ShowAttachmentsOnMyApprovals

When enabled, this property displays an Attachments column in the My Approvals grid. The column provides links to files added during request submission, allowing approvers to open attachments directly from the My Approvals page in a new browser tab for easy access. To use this feature, you must also enable the Use Files Instead of Notes & Attachments in Approvals Custom Config Setting.

NameAPTS_ShowAttachmentsOnMyApprovals
Value
  • True
  • False (default)
Code

Leave this field blank.

APTS_VisualforcePageTab_Display

When enabled, the system displays a custom Visualforce tab on the MyApprovals page based on the configuration defined in the Approvals Custom Config Setting.

This property controls the visibility of the custom tab in the MyApprovals page. Set the value to True to make the tab available to users. When set to False , the system hides the custom Visualforce tab, even if the tab name and page name are configured.

NameAPTS_VisualforcePageTab_Display
Value
  • True
  • False (default)
Code

Leave this field blank.

APTS_ShowAssignedToAsUser

When enabled, the system displays the user who takes ownership of an approval request as the assignee in the Assigned To column on the MyApprovals page.

This property controls how reassigned approval requests appear when they move from a queue to an individual user. Set the value to True to show the assigned user instead of the queue name after a user takes ownership. When set to False (default), the system continues to display the queue as the assignee.

To learn more about taking ownership or reassigning, see Take Ownership or Reassigning an Approvals Request.

NameAPTS_ShowAssignedToAsUser
Value
  • True
  • False (default)
Code

Leave this field blank.

Administrator Guide
Salesforce
Approvals

February 11, 2026