Conga Release Notes contain the following information about Approvals Spring'21 Release:

For more information on new features, enhancements, and document improvements refer to

  • What's new in Approvals Spring '21 Administrator Guide or
  • What's new in Approvals Spring '21 User Guide or
  • What's new in Approvals Spring '21 SOAP API Reference Guide
  • Packages: Lists packages that are required to upgrade to this release of the product
  • System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
  • New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information
  • Enhancements: Provides high-level descriptions of enhancements to existing features
  • Data Model Changes: Lists changes to the data model
  • Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
  • Known Issues: Lists known issues that are applicable in this release

This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.

Packages 

The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.

Product

Latest Certified Version

Version Name | Version Number

Conga Approvals (New)12.0.0221 | 12.221

Conga Grid

(Required to use Approval Center)

2.101 | 2.101

Conga Approvals Center (New)

(Required to use Approval Center)

12.3 | 12.3

Conga CPQ Approvals (New)

(Required if you are using CPQ)

12.0.0020 | 12.20

Conga Base Library (New)

(Pre-requisite for Conga CLM)

2.0.150 | 2.150

Conga Contract Lifecycle Management (New)

12.0.0605 | 12.605

Conga Quote Management 

(Required if you are using CPQ Approvals)

10.1.0221 | 10.221

Conga Configuration & Pricing 

(Required if you are using CPQ Approvals)

12.2.1828 | 12.1828

Conga Quote Configuration Integration (New)

(Required if you are using CPQ and Proposal management)

12.0.0321 | 12.321

Conga CLM Configuration Integration (New)

(Required if you are using CLM)

11.2.0123.6 | 12.123.6

Conga Quote Approvals

(Required if you are using Proposal Management)

6.5.0004 | 6.4

Apttus Custom Approvals Management

(Required if you are using Conga Objects or other Salesforce Standard/Custom Objects)

1.0



Before installing or upgrading Conga managed packages, you must review the dependency matrix for each managed package. You can refer to the package dependency matrix at Managed Packages Dependency Matrix.

System Requirements and Supported Platforms

The following table lists the minimum requirements for installing and using Approvals.

System RequirementMinimum Supported Version
Operating System

Standard Salesforce.com requirements. See Salesforce PDF.

Browser

Conga supports the following browsers:

  • Microsoft Edge Chromium 
  • Google Chrome

Conga recommends the latest version of the browser for the best performance. Conga also recommends its customers to use Microsoft Edge Chromium as the browser of choice.

Internet Explorer is not supported.

Microsoft Office
  • Microsoft Word 2007 with Service Pack 2 plus hotfix package 976477 (Word 2007 version number has to be greater than 12.0.6520.4999)

  • Microsoft Word 2010 (32 bit & 64 bit)

Conga recommends usage of the latest Microsoft Office Suite for the best performance.

Upgrade Notes

For more information on the prerequisites and post-upgrade tasks, see Upgrading Approvals in the Approvals Administrator Guide.

New Features

The following features are new to Approvals in this release.

API to Submit Approval Requests with Attachments

With this release, Conga Approvals introduces submitforApprovals API, using which you can submit an approval request with attachments. This API accepts a list of attachment IDs as input parameters. 

Get Started

For more information, refer to Submitting for Approvals with Attachments in Approvals Spring '21 SOAP API Reference Guide.

API to Submit Approval Requests with Attachments and Comments

With this release, Conga Approvals introduces submitforApprovalsAndComments API, using which you can submit an approval request with attachments and comments. This API accepts a list of attachment IDs and comments as input parameters. 

Get Started

For more information, refer to Submitting for Approvals with Attachments and Comments in Approvals Spring '21 SOAP API Reference Guide.

Enhancements

The following enhancements are new in this release.

Status Updates for Approval Requests submitted in Asynchronous Mode

After you submit bulk approvals for asynchronous processing, the status of Approval Requests is set as Processing. This helps identify the approval requests that are already submitted. 

Get Started

For more information, refer to Asynchronous Processing of Approvals Records in Approvals Spring '21 Administrator Guide.

Conga User Experience Analysis


With this release, in order to better understand and analyze feature usage and the user experience, Conga is adding a user experience analysis component to its solution with the assistance of Pendo. The analytics component allows Conga to tailor improvements and new features to help meet your business requirements and improve the user experience. No action is required on your part and there will be no impact to any existing product features, system functionality, or configured workflows. No personally identifiable information (PII), nor any other proprietary, confidential, or sensitive data will be collected by the analytics component.

During Conga Base Library installation, if you see an “Approve Third-Party Access” prompt, this refers to the Conga User Experience Analysis component. Click Continue to proceed with the installation. For more information, see Installing Approvals.

Delegate/Backup Approver Name Displayed on Preview Approval Screen

The preview approval screen now displays the name of the Delegate/Backup Approver. 

Get Started

For more information, refer to Approvals and My Approval Pages in Approvals Spring '21 User Guide. 

Performance Enhancements for Approval Actions

With this release, Conga Approvals brings improved performance for approval actions such as Submit, Approve and Reject Approvals Requests. You can now perform these approval actions on a large number of approval requests without getting CPU Time Out Error. These performance enhancements are applicable for bulk actions performed in Asynchronous mode. 

Get Started

For more information, refer to Supported SOQL Limits in Approvals Spring '21 Administrator Guide.


Data Model Changes

This release does not contain any data model changes for Conga Approvals.


Resolved Issues

The following table lists the issues resolved in this release.

Case NumberConga Internal IDDescription
00102499AWA-2765You could not submit Adhoc Approval requests if your approver user name contained a space( ) in the first name.
00101589AWA-2767Approval action buttons were not visible on custom VF pages for delegate approver.  
00105330AWA-2858In Salesforce Lightning UI, if you clicked any of the approval action buttons from approval report, Conga Approvals navigated you to Salesforce Classic UI.
00102799AWA-2969You could not access approval process records on the Opportunity object if you had enabled Einstein Opportunity Insights in your Salesforce Org. 
00104637AWA-3014Users CCed in the approval request email could incorrectly approve an approval request by replying to that email.
00108070AWA-3015copyAttachment API displayed an error when you called this API along with submitforApprovalswithAttachments API.
00108218AWA-3035When you previewed an approval request, Conga Approvals created unnecessary records in the Agreement Approval History. 
00108305AWA-3041Approval comments were not displayed properly if the comment contained special characters. 
00108857AWA-3064If you submitted multiline comments, Conga Approvals did not retain line breaks. 
00109027AWA-3065Conga Approvals did not assign the notified request to Delegate/Backup Approver if you had set Transfer-in-Flight as True. 
00108619AWA-3074You could not recall an approval request if it contained Reminders from other Approvers. This issue was observed even if you had set Bypass Sharing as True in Approval System Properties. 
00106629AWA-3084Conga Approvals displayed CPU Time Limit Exceeded error if you tried to bulk submit a large number of quotes for approval. 
00110011AWA-3088Conga Approvals did not display Delegate/Backup Approver Name on the Preview Approval screen. 
00110466AWA-3107/AWA-3143Approval Request did not retain submission comments if you had set Submit Process in Async Mode as True.
00111601AWA-3146

Conga Approvals did not assign your approval requests to backup approver if your approval request contained sequential approvals and you had set Consolidate Approvals as True.


The following table lists the known issues resolved from the previous release.

Conga Internal IDDescription
AWA-2814Conga Approvals sometimes displayed Unable_To_Lock_Row exception, while submitting approval requests.
AWA-2850Agreement Term Exception did not work with Assignee Type as Rule. 
AWA-3033If you navigated back to Backup/Delegate Approver screen after performing any action, Conga Approvals displayed a blank screen.
AWA-3043For a large number of approval requests, Conga Approvals sometimes gave APEX CPU Time Limit Exceeded exception.

Known Issues

The following table lists the known issue in this release.

Conga Internal IDDescription
AWA-3185When you submit more than 100 Approval Requests for bulk approval, Conga Approvals displays Max View State Error. This error is displayed even though your approvals are processed. 

DOC ID: AWASPR21RNREVB20210325