Approvals Custom Config Settings

These custom settings are used to set the default pages, templates, and backup admin user for the system. The same settings are used for each business context object (Agreement, Opportunity, Quote, etc...) that you are using with Approvals.

Setting	Description
Approval Context Type	The approval context type associated with the process for the object. The valid values are: Single Multiple
Approval Group Status Field	The API name of the approval group status field. Only applicable to custom context objects. If not specified, defaults to "Approval_Group_Status__c".
Backup Admin User	As well as the global backup admin user that is designated via the Approvals System Properties, you can also use this setting to designate a backup admin user for each context object. If you do not select a user here, the global backup admin user will be used. For more details, see Setting Up the Backup Administrator.
My Approvals Page	Name of the My Approvals page used for showing consolidated approval requests.
Approval Summary Page	This is the default summary page for the context object and overrides the global default page. Approval summary pages contain the information and action items that enable a record to be reviewed and approval actions to be taken. The default summary pages provide sufficient information for agreements, opportunities, quote/proposals, proposal line items, and term exceptions; however, you can create a custom page and reference it here.
Preview Page	Name of the Preview page used for showing consolidated approval requests preview.
Assignment Email Template	This is the default email template used to send notifications when an approval request is submitted. This is the global default if not overridden for the approval process. For more details on templates, see Setting Up Email Templates and Alerts. This is a mandatory field. This field cannot be left blank.
Reassignment Email Template	This is the default email template used to send notifications when an approval request is reassigned. This is the global default if not overridden for the approval process. For more details on templates, see Setting Up Email Templates and Alerts. This is a mandatory field. This field cannot be left blank.
Escalation Email Template	This is the default email template used to send notifications when an approval request is escalated. This is the global default if not overridden for the approval process. For more details on templates, see Setting Up Email Templates and Alerts. This is a mandatory field. This field cannot be left blank.
NotifyOnly Email Template	This is the default email template used to send notifications when a notify only process step is executed. This is the global default if not overridden for the approval process. For more details on templates, see Setting Up Email Templates and Alerts. This is a mandatory field. This field cannot be left blank.
Cancellation Email Template	This is the default email template used to send notifications when an approval request is cancelled. This is the global default if not overridden for the approval process. For more details on templates, see Setting Up Email Templates and Alerts. This is a mandatory field. This field cannot be left blank.
Reminder Email Template	This is the default email template used to send notifications when an approval request needs a reminder.
Enable Adhoc Approval	Indicates whether ad hoc approval is enabled for this object.
Approval Status Field	The API name of the approval status field. Only applicable to custom context objects. This is for using custom objects with Approvals where the Approval Status field must be displayed on the custom object records. If not specified, defaults to "Approval_Status__c". It is not used for standard supported objects. For a list of standard supported objects, refer to Approvals Standard Objects.
Use Files Instead of Notes & Attachments	When selected, the approvals engine queries all attachments from Files instead of Notes & Attachments. For example, you create a quote and attach a file at the Quote level. You must select this flag on the Proposal object.
Parent Reference Field	Parent object reference.
Child Object Types	The list of child object types associated with the approval process for the parent object. This list is automatically maintained by the application.
Child Object Types2	The list of child object types associated with the approval process for the parent object. This list is automatically maintained by the application.
Include Child Obj Attachments for Submit	Indicates whether or not to include attachments associated with the current context object's children in the attachment selection screen when submitting for approval.
Show All Document Version Details	Select this setting to view all the agreement versions from the document version related list. If you do not select it, only the latest version of the agreement is available. By default, the setting is set to false.