February 2025

Configuring an Admin Property

Release

Topic

Description

October 2024

N/A

No new topics were added.

Release

Topic

Description

June 2024

Changing Reassignment Behavior

Added custom admin property to constrain user reassignment choices.

Release

Topic

Description

February 2024

N/A

No new topics were added.

Release

Topic

Description

October 2023

Multiple Currency Conversion Support

Added feature.

Release

Topic

Description

June 2023

N/A

No new topics were added.

February 2023

N/A

No new topics were added.

September '22

10 Aug 2022

Suppressing Task Creation

New topic with information suppressing creation of Tasks (activity history).

Previewing Approvals Asynchronously

New topic for previewing approvals asynchronously SOAP API.

Canceling Approvals Asynchronously

New topic for cancelling approvals asynchronously SOAP API.

Canceling Approvals with Comments Asynchronously

New topic for cancelling approvals with comments asynchronously SOAP API.

May '22

06 May 2022

Creating Approval Processes

Updated topic for navigation chevrons.

Creating Approval Steps

Updated topic for navigation chevrons.

December '21

03 Nov 2021

New topic for process visual page.

Permission-Based APIs

New topic for 5 new permission based SOAP APIs.

Approvals REST APIs

Modified topic. Includes 15 new REST APIs and 1 for runtime adhoc approval process DTO.

Creating a Runtime Ad Hoc Approval Process DTO

New topic for runtime adhoc approval process DTO SOAP API.

Summer '21

05 Jul 2021

Approvals Custom Config Settings

Updated topic. Added a link to the Standard Supported Objects topic in the Approval Status Field Setting.

Approvals Standard Objects

New topic.

Custom Inbound Attachment Callback Class

New topic.

Email Sender Name and Email Address

Modified topic. Added information about Email Address.

Upgrading Approvals

Updated topic to include information on upgrading to Summer '21 release.

Approvals and My Approval Pages

Updated topic with latest images depicting the changes.

Adding an Ad Hoc Approver

Updated topic. Added a note about Approval Request Status in the Adding an Ad Hoc Approver Before an Assigned Approver section.

Canceling Approvals With Comments

New topic to document cancelApprovalsWithComments SOAP API.

Approvals REST APIs

New REST APIs same as SOAP APIs introduced in this release.

Spring '21

Installing Conga Approvals

Updated topic. Added information about the User Experience Analytics Component.

Asynchronous Processing of Approvals Records

Updated topic. Added information about Processing Status in Approval Requests.

Setting up Email Templates and Alerts

Updated topic. Modified the note about Email Template selection.

Supported SOQL Limits

Updated topic. Updated SOQL Limits.

Recommended Permissions for Approval Administrators

New topic.

Recommended Permissions for Approval End Users

New topic.

Submitting for Approvals with Attachments and Comments

New topic. New API introduced in this release.

Submitting for Approvals with Attachments

Updated topic.

Approving Bulk Approval Requests

New topic. New API introduced in this release.

Winter '20

Approval System Properties

Modified topic. Added information about the following system properties:

• Process Submit in Async Mode
• Approval Center Objects

Updating App Name and App Logo

New topic for this release.

Permission Sets for Accessing the Approval Center

New topic. New feature for this release.

Adding Approval Status to Objects

Modified topic. Added information about creating a lookup relationship of the custom object with the approval request object.

Approval Center

New topic. New feature for this release.

Submitting for Approvals with Attachments

New topic. New API introduced in this release.

Summer 2020 Rev A

Approval System Properties

Modified topic. Added information about Queueable Apex Batch Size system property.

Summer 2020

Submitting Version-Specific Agreement Attachments

New topic. New feature for this release.

Approval System Properties

Modified topic. Added the following new system properties:

• Sync Submit Request Threshold
• Sync Approve Request Threshold
• Email Sender Org Wide Display Name Used
• Display Name

Submitting a Request with Attachments

Modified topic. Added a note explaining attachment file size limits for the download link.

Approvals Custom Config Settings

Modified topic. Added the new custom config setting, Show All Document Version Details.

Approvals and My Approvals Pages

Modified topic. Updated the screenshots to show the sequence column in the latest UI.

Asynchronous Approval Record Processing

New topic. New feature for this release.

Upgrading Approvals

Modified topic. Added information about upgrading to the Summer 2020 release.

Submitting Bulk Approval Requests

New topic. New API introduced in this release.

Recalling Bulk Approval Requests

New topic. New API introduced in this release.

Submitting Approvals Asynchronously

New topic. New API introduced in this release.

Create a Runtime Adhoc Approval Process

Updated topic to include API signature.

Update a Runtime Adhoc Approval Process

Updated topic to include API signature.

Retrieve a Runtime Adhoc Approval Process

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Delete a Runtime Adhoc Approval Process

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Add Comment to a Runtime Adhoc Approval Process

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Add Attachments to a Runtime Adhoc Approval Process

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Delete Attachments to a Runtime Adhoc Approval Process

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Use Case and Sample Code for Adhoc Approval Runtime Process APIs

Modified topic. Added use-case and API flow for ad-hoc approval process.

Delete An Adhoc Approval Step

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Submit For Approvals With Comments Using An Adhoc Approval Specification

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Submit For Approvals Using An Adhoc Approval Specification

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Previewing Adhoc Approvals

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Submitting for Approvals

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Submit For Approvals With Comments Using An Adhoc Approval Specification

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Submitting For Approvals With Comments JSON

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Retrieving Reassign Page URL

Updated topic to include API signature.

Retrieving Approve or Reject Page URL

Updated topic to include API signature.

Retrieving Approval Page URL

Updated topic to include API signature.

Retrieving Approval History

Updated topic to include API signature.

Retrieving Add Comment Page URL

Updated topic to include API signature.

Rejecting Approval Requests

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Reassigning Approval Requests

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Previewing Approvals

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Escalating Approval Requests

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Enabling Auto Re-approvals on Proposal and Proposal Line Items

Updated topic to include API signature.

Creating Ad-hoc Approvals

Updated topic to include API signature.

Checking if User is Authorized to Approve or Reject

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Canceling Approvals

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Approving Approval Requests

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Adding Comments to Approval Requests

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Spring 2020

Submitting a Request with Attachments

Modified topic. Added information for grouping multiple documents across multiple agreement records.

Creating Search Filters (Approvals)

Modified topic. Added information for character limit increase for Approval Search Filters.

Modified topic. Added information for support added after scalability improvement.

Upgrading Approvals

New topic. Added information about how to upgrade Intelligent Workflow Approvals.

Submitting For Approvals With Comments JSON

Added new API - Submit For Approval With Comments API for MAX using JSON parameter to pass comments.

Submitting For Approvals With Comments

Modified topic. Updated code sample.

Winter 2019 Rev A

Setting up Backup or Delegate Approvers

Modified topic. Added information about email notifications for delegate approver.

Winter 2019

Creating An Approval Process

Modified topic. Added information for creating an Adhoc approval process.

Setting Up An Adhoc Approval Process in Runtime

New topic. Added info for setting up an Adhoc approval process in runtime.

Creating Approval Steps

Modified topic. Added information for selecting Carbon Copy assignees. Added reminded jobs information.

Setting Up Backup and Delegate Approvers

Modified topic. Added info to create multiple entries for Backup/Delegate records.

Approvals and My Approval Pages

Modified topic. Added information for removing an Adhoc approver from the My Approvals page.

Previewing Adhoc Approvals

Added API info.

Submit For Approvals Using An Adhoc Approval Specification

Added API info.

Submit For Approvals With Comments Using An Adhoc Approval Specification

Added API info.

Delete An Adhoc Approval Step

Added API info.

Create a Runtime Adhoc Approval Process

Added API info.

AdhocApprovalProcessDTO

Added DTO info for Adhoc approval process API.

Update a Runtime Adhoc Approval Process

Added API info.

Retrieve a Runtime Adhoc Approval Process

Added API info.

Delete a Runtime Adhoc Approval Process

Added API info.

Add Comment to a Runtime Adhoc Approval Process

Added API info.

Add Attachments to a Runtime Adhoc Approval Process

Added API info.

Delete Attachments to a Runtime Adhoc Approval Process

Added API info.

Use Case and Sample Code for Adhoc Approval Runtime Process APIs

Added sample code for Adhoc approval process runtime APIs.

Summer 2019

Custom Query Callback for Reassigning and Adding Approver

Modified topic. Added information for reassigning approver.

Setting Up a Backup or Delegate for Out-Of-Office

New topic.

Creating Approval Steps

Modified topic.

Creating An Approval Process

Modified topic.

Setting Up Backup and Delegate Approvers

Modified topic.

Approval Email Notification Templates

Modified topic.

Approval and My Approval Pages

Modified topic.

Spring 2019

N/A

No new topics were added.

Winter 2018

Configuring CPQ Approval Workflow

Modified topic. Added information for Standard Approval Step and Approval Rule Entry Step.

Adding Comments to Approval Requests

Added API info.

Approving Approval Requests

Added API info.

Canceling Approvals

Added API info.

Checking If an Approval is Required

Added API info.

Checking if User is Authorized to Approve/Reject

Added API info.

Creating Ad-hoc Approvals

Added API info.

Escalating Approval Requests

Added API info.

Previewing Approvals

Added API info.

Reassigning Approval Requests

Added API info.

Rejecting Approval Requests

Added API info.

Retrieving Add Comment Page URL

Added API info.

Retrieving Approval History

Added API info.

Retrieving Approval Page URL

Added API info.

Retrieving Approve or Reject Page URL

Added API info.

Retrieving Reassign Page URL

Added API info.

Submitting an Approval Request

Added API info.

Taking Ownership of an Approval Request

Added API info.