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What's New in Approvals Documentation
This section lists changes in the documentation to support each release.
| 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. |
| Release | Topic | Description |
|---|---|---|
| February 2023 | N/A | No new topics were added. |
Release | Publication Date | Topic | Description |
|---|---|---|---|
| September '22 |
| ||
| 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. |
| Release | Publication Date | Topic | Description |
|---|---|---|---|
| May '22 |
| Creating Approval Processes | Updated topic for navigation chevrons. |
| Updated topic for navigation chevrons. |
| Release | Publication Date | Topic | Description |
|---|---|---|---|
| December '21 |
| Viewing an Approval Process | 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. |
| Release | Publication Date | Topic | Description |
|---|---|---|---|
| Summer '21 |
| 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. | ||
| New topic to document cancelApprovalsWithComments SOAP API. | |||
| Approvals REST APIs | New REST APIs same as SOAP APIs introduced in this release. |
| Release | Topic | Description |
|---|---|---|
| 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. |
| Release | Topic | Description |
|---|---|---|
| Winter '20 | Approval System Properties | Modified topic. Added information about the following system properties:
|
| 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. |
| Release | Topic | Description |
|---|---|---|
| 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:
| |
| 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 Authorised 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. |
| Release | Topic | Description |
|---|---|---|
| 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. | ||
| New topic. Added information about how to upgrade Intelligent Workflow Approvals. | ||
| 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. |
| Release | Topic | Description |
|---|---|---|
| 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. |
| Release | Topic | Description |
|---|---|---|
| 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. |
| Release | Topic | Description |
|---|---|---|
| Spring 2019 | N/A | No new topics were added. |
| Release | Topic | Description |
|---|---|---|
| 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. |