This section provides a brief description of all the Approval System Properties. Navigate to Custom Settings > (Manage) Approval System Properties > (Edit) System Properties.
To set the Approval & Config System Properties
- Go to Setup > Build > Develop > Custom Settings and click Manage for Approvals System Properties.
- Click Edit beside System Properties.
- For Cart Approval Context Type, enter one of the following:
- cart - There will be one approval process for all the items in the cart.
- header- The approval process is triggered only for the header items of the cart.
- Click Save.
|Name||System Properties. The default name for the system property settings.|
|Approval Task Prefix||The prefix for the approval history subject.|
|Backup Admin Profile||Specify the profile name of the backup administrator who can control the settings and approval profile.|
|Backup Admin User|
Specify the full name or email address of the user who will serve as a backup administrator.
This is mandatory in the event you deactivate a user from the org. If there is no BackUp Admin User available, the system displays an error. This is also true where the email address being used is active but not the same address for a user in this org.
|Backup Filter Page||The custom page to filter and select a backup user.|
|Bypass Sharing||Indicates whether apex code can bypass record sharing.|
|Enable Email Approval Response||Enables the approvers to approve or reject an approval request through e-mail. The approver can write APPROVE or REJECT in the first line of the email. The approval comments can be added from the second line onwards.|
|UI Assignee Search Page Size||Specify the number of rows the search result shows when you search for user roles, rules, queues, or users. The default is 20 rows.|
|UI Custom Assignee Object Types||Specify the API names of the standard or custom objects, separated with comma, you want to use when defining custom assignee expressions.|
|Enable Approval Request Auto Escalation||Selecting this checkbox enables the system to escalate approval requests to users or queues if an approval action is pending for a specific period of time. The users to whom the request is escalated to and the period after which a request is escalated is specified in the approval process.|
|Email Sender Display Name|
Indicates the datasource for the email sender display name. If not specified, defaults to the name of the requester for agreements and defaults to the name of the submitter for all other cases. The valid values are:
|Enable Auto-Reapproval On Finalized Cart||Setting this flag to true allows previous approvals from the finalized cart to be included in the check for auto-reapproval, otherwise re-approvals start from scratch on the new cart object.|
|Cart Approval Context Type|
Specify the context for which an approval process is applicable. The applicable values are:
|Admin User||Specify the name of the Admin User who is the default owner of activities created by a user who is not allowed to be the owner (for example: customer portal user). Format = first name, last name.|
|Cart Approval Preview Page|
Specify the name of the custom preview cart page that you want to use if you want to define and use a custom page to preview approvals. Leave it blank to use the default page.
|Email Approval Service Address||The email service address that can receive messages for processing.|
|Enable Approval Check On Quote Update||Is run by default for CPQ Approvals. Approval required check is run, whenever the Quote is updated. This flag enables the system to evaluate the approval process and if the entry criteria is satisfied, changes the status to Approval Required.|
|Enable Resubmit||Enables you to define the behavior of the Submit for Approvals button in the Approvals related list of your object. This system property replaces the CancelPendingProcess parameter on the Preview and Submit formula button on your object.|
When selected, and user clicks Submit for Approvals, current approval requests are cancelled and new approval requests are resubmitted.
When deselected, and the and user clicks Submit for Approvals, the user cannot cancel and resubmit and ongoing approval request.
|Enable Upload Attachment From Desktop||Enables you to browse and attach external documents from your local machine for Submit with Attachments action on Preview approvals page. This eliminates your effort to attach the required documents in Notes & Attachments related list of your object record before submitting the record for approval.|
|Inbound Attachment Callback||Inbound attachment callback class name. The class should implement the CustomClass.IInboundAttachmentCallback interface.|
|Instance Url||The Salesforce instance url for redirecting to custom pages.|
|Reassign Filter Page||The custom page to filter and select a reassign user.|
|Reassign My Approvals Filter Page|
|Cancellation Email to Approved/Notified||If this flag is set to true, cancellation email is sent for approved/notified requests when approval requests are recalled.|
|Queueable Apex Batch Size|
Specifies the number of records to be processed by a single queueable apex batch job.
This setting is deprecated. Conga recommends that you do not use it. This property is not superseded or replaced with any other system property.
|Sync Submit Request Threshold|
Specifies the number of records to submit the approvals in synchronous mode. If the number of approval records cross this threshold, an asynchronous job is submitted in the background to submit the approvals. The default value is 100. If the number of records to submit is less than 100, the submission happens in a synchronous mode. Auto-Complete and Notify feature works in a synchronous mode.
This setting is deprecated. Conga recommends that you use Process Submit in Aysnc Mode instead.
|Sync Approve Request Threshold|
Specifies the number of approval records to approve or reject in a synchronous mode. If the number of approval records cross this threshold, an asynchronous job is submitted in the background to process the approvals. The default value is 100. If the number of records to approve or reject is less than 100, the processing happens in a synchronous mode.
|Email Sender Org Wide Display Name Used|
Enable this setting to use an org-wide email address to send approval emails. If you disable it, the email address of the user who submitted the approval request is used.
|Email Org Wide Display Name||Enter the display name of the org-wide email address to use when sending approval emails.|
|Process Submit in Aysnc Mode||Enable this setting to submit the approval records in asynchronous mode. If you select it, an asynchronous batch job is submitted in the background to process the approval requests.|
Enter comma-separated values of context object API names to view them on Approval Center. For example, Apttus__APTS_Agreement__c, Apttus__Agreement_Clause__c, Apttus_Config2__LineItem__c, Apttus_Config2__ProductConfiguration__c
The first object name is displayed as the default tab if there are approval requests associated with it.