Conga Approvals provides a default wizard-like set of pages that guide you through the process of creating approval processes and term exception approvals. You can change this behavior and use the standard Salesforce page instead. Changing the setting does not affect the object values, but the ability to be guided through the creation and editing process is lost when you change to the standard Salesforce page.

To change the default Intelligent Approvals Process UI

  1. Go to Setup > Objects and click Approval Process.
  2. From the Buttons, Links, and Actions related list, click Edit next to Approval Processes Tab. By default, ApprovalProcessDefnList (Visualforce Page, Package: Conga Approvals) is selected.
  3. From the Salesforce Classic Override field, select the Standard page and click Save.
  4. From the Buttons, Links, and Actions related list, click Edit next to View. By default, ApprovalProcessDefn (Visualforce Page, Package: Conga Approvals) is selected.
  5. From the Salesforce Classic Override field, select the Standard page and click Save.
  6. Repeat step 4 and step 5 for Edit and New.

Now when you access the Approval Processes tab and create an item, view, or edit an existing item, the standard Salesforce page appears instead of the step-by-step wizard pages. To revert back to the default Approval Processes UI, follow the steps above and change the settings back to ApprovalProcessDefnList (Visualforce Page, Package: Conga Approvals) and ApprovalProcessDefn (Visualforce Page, Package: Conga Approvals).

To change the default Term Exception Approvals UI

  1. Go to Setup > Objects and click Approval Process.
  2. From the Buttons, Links, and Actions related list, click Edit next to Edit. By default, TermExApproval (Visualforce Page, Package: Conga Approvals) is selected.
  3. From the Salesforce Classic Override field, select the Standard page and click Save.
  4. From the Buttons, Links, and Actions related list, click Edit next to New. 
  5. From the Salesforce Classic Override field, select the Standard page and click Save.

Now when you access the Term Exception Approvals tab and create a New item or Edit an existing item, the standard Salesforce page appears instead of the step-by-step wizard pages. To revert back to the default Term Exception Approvals UI, follow the steps above and change the settings back to TermExApproval (Visualforce Page, Package: Conga Approvals).