What's New in Approvals Documentation

• ProcessSteps
• RuleEntries

Configuring My Approval Button on Proposal Detail Page

Approval Rules

Added match rule type for Dimension Rule Type.

• Create an approval process step
• Save an approval rule entry

The API has been extended to support picklists for custom users and custom queues.

The Get approval request comments API now returns all approval request activity associated with a business object, unless you specify RequestId (optional).  

Configuring the Approvals User Interface

Approvals system properties (Suppress Queue Emails and Add Approver Enabled) are now available and can be configured in a graphical user interface.

When creating a new rule, you can add dimensions as well as conditions. You can now also search for dimensions and create new ones.

• Process Steps
• Rule Entries

• To create an approval flow
• To create or edit rule entries

• Configuring Custom Users and Queues

• Get system properties
• Update system properties

Standard-Step Options

When the user recalls a cart approval, the approval is canceled and the quote’s approval status and approval stage field become Cancelled and Approval Required, respectively, maintaining functional parity with Salesforce.

You can now develop more granular escalation and reminder flows that reach individual rule assignees (approvers), rather than entire rule-entry-level recipient classes.

In the Approval Rule context, the administrator can select a related-user assignee for the system to pick up at runtime and can enter a string that serves as a dot-notation leading to the user field from the context object. Both out-of-the-box and custom fields are supported and up to five levels of object relationship may be traversed. 

Approve, Reject, Reassign, and Recall button behavior changed. Changes are self-explanatory, so no updates to documentation.

Improved record search, sort, and filter in the user interface. 

• Updated user flows.
• Added documentation for recalling approvals.