You can use custom approval settings to define specific configurations for any object, including custom objects, in Conga Platform. The Object for Custom User feature enables selecting standard or custom object names to define custom assignee expressions. This ensures that approval workflows can be customized for each object, allowing for more precise and automated user assignments based on the object’s specific approval requirements.

To create an approval custom config

  1. Go to Shared Apps > Approvals > Approval Custom Configs.
  2. Click New to add a custom object.
  3. Search for a custom object name in the Custom Object Name field.
  4. Click Create.
  5. Click the custom object name to define custom assignee expressions.

  6. Select the names of standard or custom objects from the pull-down.  

  7. Click Save, creating the new custom setting object.

To edit an existing approval custom config

  1. Open the Approval Custom Configs tab as described in To create an approval custom config.
  2. Click the name of the custom object.
  3. Select the names of standard or custom objects to add or remove from the pull-down. To add an object, click the box next to it in the pull-down menu. To delete an object, click the object count indicator at the right of the drop-down menu box and click the X adjacent to the undesired object.
  4. Click Save.

To delete an approval custom config

  1. Open the Approval Custom Configs tab as described in To create an approval custom config.
  2. Find the custom object name in the Custom Object column.
  3. Click the trash-can () icon adjacent to the custom object.
  4. A confirmation popup appears. Click Delete.