The Approval Search Filter is a feature that enables you to create reusable filters that apply specific criteria for approval workflows in the Conga Platform. You can use this feature to automate and streamline approval processes by defining which business objects and conditions should trigger an approval. 

These filters consist of two key components: Child Filters and Entry Criteria:

  1. Child Filter: A Child Filter is used to define specific criteria for filtering business objects. This enables you to create a filter based on predefined business objects (such as Agreement Line Item, Cart, or Cart Line Item) and apply it across multiple approval rules.

  2. Entry Criteria: Entry Criteria refers to the conditions that need to be met for a filter to trigger. These criteria can be configured with multiple expressions, such as "greater than," "less than," or "equals," and combined with logical operators like AND, OR, and parentheses.

Access approval search filters by clicking the Approvals icon () and then clicking the Approval Search Filters tab in the left navigation panel. 

To create a new search filter criteria

  1. Click the New button at top right to raise the Create Filter window. 
  2. Select a business object type (Opportunity, Agreement, Proposal, Production Configuration, Line Item, Agreement Clause, or Agreement Line Item) from the Business Object pull-down menu.
  3. Select a filter type from the Filter Type pull-down menu. Options are Entry Criteria or Child Filter. 
  4. Enter a name for the criteria in the Filter Name field.
  5. Enter a sequence number to the filter. It should have a unique value from existing feature sets.
  6. Enter a description of the rule (optional).
  7. Add rule criteria in the Rule Criteria section. Select a field name from the Field Name pull-down, assign it a logical operator from the Operator pull-down, and provide an appropriate value to create a testable rule. For example, you can pull down the Total Contract Value field type, assign a "greater than or equal to" logical operator, and a numeric value to qualify a rule.
  8. Click the plus icon (+) to create additional rule criteria. Multiple rules must be separated by Boolean operators (Approvals adds " AND " by default. You can also use the OR operator.) For example, "Contract value is greater than or equal to 1000000 dollars AND Location is Chicago." XOR, NAND, XNOR and NOR operations are not supported: use the rule criteria logic to support these logical operations (for example, for a NOR relation negating the previous example: "Contract value is less than 1000000 dollars AND Location is not Chicago").
  9. Click Create. You are returned to the Approval Search Filter screen. You can make the filter criteria active by the toggle button in Active field.

To edit an existing search filter

  1. Find the filter name in the Approval Search Filters table.
  2. Click the filter name or select the adjacent More icon () and then select Edit from the resulting pull-down menu.
  3. Modify the approval rule values as described in To create a new search filter criteria.

To delete a search filter

  1. Find the filter in the Approval Search Filters table.
  2. Select the adjacent pull-down menu and pick Delete.
  3. A confirmation popup appears. Click Yes, Delete to confirm.