This section lists changes in the documentation to support each release.

DocumentPublication DateTopicDescription
December '21







 

Viewing an Approval ProcessNew topic for process visual page.
Permission Based APIsNew topic for 5 new permission based SOAP APIs.
Approvals REST APIsModified topic. Includes 15 new REST APIs and 1 for runtime adhoc approval process DTO.
Creating a Runtime Adhoc Approval Process DTONew topic for runtime adhoc approval process DTO SOAP API.
DocumentPublication DateTopicDescription
Summer '21







 

Approvals Custom Config SettingsUpdated topic. Added a link to the Standard Supported Objects topic in the Approval Status Field Setting.  
Approvals Standard ObjectsNew topic.
Custom Inbound Attachment Callback ClassNew topic.
Email Sender Name and Email AddressModified topic. Added information about Email Address.
Upgrading ApprovalsUpdated topic to include information on upgrading to Summer '21 release.
Approvals and My Approval PagesUpdated topic with latest images depicting the changes.
Adding an Ad Hoc ApproverUpdated topic. Added a note about Approval Request Status in the Adding an Ad Hoc Approver Before an Assigned Approver section. 

Canceling Approvals With Comments

New topic to document cancelApprovalsWithComments SOAP API.
Approvals REST APIsNew REST APIs same as SOAP APIs introduced in this release.
DocumentTopicDescription
Spring '21






Installing Conga ApprovalsUpdated topic. Added information about the User Experience Analytics Component.
Asynchronous Processing of Approvals RecordsUpdated topic. Added information about Processing Status in Approval Requests.
Setting up Email Templates and AlertsUpdated topic. Modified the note about Email Template selection.
Supported SOQL LimitsUpdated topic. Updated SOQL Limits.
Recommended Permissions for Approval AdministratorsNew topic.
Recommended Permissions for Approval End UsersNew topic.
Submitting for Approvals with Attachments and CommentsNew topic. New API introduced in this release.
Submitting for Approvals with AttachmentsUpdated topic. 
Approving Bulk Approval RequestsNew topic. New API introduced in this release.
DocumentTopicDescription
Winter '20




Approval System Properties

Modified topic. Added information about the following system properties:

  • Process Submit in Async Mode
  • Approval Center Objects
Updating App Name and App LogoNew topic for this release.
Permission Sets for Accessing Approval CenterNew topic. New feature for this release. 
Adding Approval Status to ObjectsModified topic. Added information about creating a lookup relationship of the custom object with the approval request object.
Approval CenterNew topic. New feature for this release.
Submitting for Approvals with AttachmentsNew topic. New API introduced in this release.
DocumentTopicDescription
Summer 2020 Rev AApproval System PropertiesModified topic. Added information about Queueable Apex Batch Size system property.
Summer 2020
































Submitting Version Specific Agreement AttachmentsNew topic. New feature for this release. 
Approval System Properties

Modified topic. Added the following new system properties:

  • Sync Submit Request Threshold 
  • Sync Approve Request Threshold
  • Email Sender Org Wide Display Name Used
  • Display Name
Submitting a Request with AttachmentsModified topic. Added a note explaining attachment file size limits for the download link.
Approvals Custom Config SettingsModified topic. Added the new custom config setting, Show All Document Version Details.
Approvals and My Approval PagesModified topic. Updated the screenshots to show the sequence column in the latest UI. 
Asynchronous Processing of Approvals RecordsNew topic. New feature for this release. 
Upgrading ApprovalsModified topic. Added information about upgrading to the Summer 2020 release.  
Submitting Bulk Approval RequestsNew topic. New API introduced in this release.
Recalling Bulk Approval RequestsNew topic. New API introduced in this release.
Submitting Approvals AsynchronouslyNew topic. New API introduced in this release.
Create a Runtime Adhoc Approval ProcessUpdated topic to include API signature. 
Update a Runtime Adhoc Approval ProcessUpdated topic to include API signature. 
Retrieve a Runtime Adhoc Approval ProcessUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Delete a Runtime Adhoc Approval ProcessUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Add Comment to a Runtime Adhoc Approval ProcessUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Add Attachments to a Runtime Adhoc Approval ProcessUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Delete Attachments to a Runtime Adhoc Approval ProcessUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Use Case and Sample Code for Adhoc Approval Runtime Process APIsModified topic. Added use-case and API flow for ad-hoc approval process.
Delete An Adhoc Approval StepUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Submit For Approvals With Comments Using An Adhoc Approval SpecificationUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Submit For Approvals Using An Adhoc Approval SpecificationUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Previewing Adhoc ApprovalsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Submitting for ApprovalsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Submit For Approvals With Comments Using An Adhoc Approval SpecificationUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Submitting For Approvals With Comments JSONUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Retrieving Reassign Page URLUpdated topic to include API signature. 
Retrieving Approve or Reject Page URLUpdated topic to include API signature. 
Retrieving Approval Page URLUpdated topic to include API signature. 
Retrieving Approval HistoryUpdated topic to include API signature. 
Retrieving Add Comment Page URLUpdated topic to include API signature. 
Rejecting Approval RequestsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Reassigning Approval RequestsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Previewing ApprovalsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Escalating Approval RequestsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Enabling Auto Re-approvals on Proposal and Proposal Line ItemsUpdated topic to include API signature. 
Creating Ad-hoc ApprovalsUpdated topic to include API signature. 
Checking if User is Authorised to Approve or RejectUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Canceling ApprovalsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Approving Approval RequestsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Adding Comments to Approval RequestsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
DocumentTopicDescription
Spring 2020



Submitting a Request with AttachmentsModified topic. Added information for grouping multiple documents across multiple agreement records.
Creating Search Filters (Approvals)

Modified topic. Added information for character limit increase for Approval Search Filters.

Modified topic. Added information for support added after scalability improvement.

Upgrading Approvals

New topic. Added information about how to upgrade Intelligent Workflow Approvals.

Submitting For Approvals With Comments JSON

Added new API - Submit For Approval With Comments API for MAX using JSON parameter to pass comments.
Submitting For Approvals With CommentsModified topic. Updated code sample.
DocumentTopicDescription
Winter 2019 Rev ASetting up Backup or Delegate ApproversModified topic. Added information about email notifications for delegate approver. 
Winter 2019
















Creating An Approval ProcessModified topic. Added information for creating an Adhoc approval process.
Setting Up An Adhoc Approval Process in RuntimeNew topic. Added info for setting up an Adhoc approval process in runtime.
Creating Approval StepsModified topic. Added information for selecting Carbon Copy assignees. Added reminded jobs information.
Setting Up Backup and Delegate ApproversModified topic. Added info to create multiple entries for Backup/Delegate records.
Approvals and My Approval PagesModified topic. Added information for removing an Adhoc approver from the My Approvals page.
Previewing Adhoc ApprovalsAdded API info.
Submit For Approvals Using An Adhoc Approval SpecificationAdded API info.
Submit For Approvals With Comments Using An Adhoc Approval SpecificationAdded API info.
Delete An Adhoc Approval StepAdded API info.
Create a Runtime Adhoc Approval ProcessAdded API info.

AdhocApprovalProcessDTO

Added DTO info for Adhoc approval process API.
Update a Runtime Adhoc Approval ProcessAdded API info.
Retrieve a Runtime Adhoc Approval ProcessAdded API info.
Delete a Runtime Adhoc Approval ProcessAdded API info.
Add Comment to a Runtime Adhoc Approval ProcessAdded API info.
Add Attachments to a Runtime Adhoc Approval ProcessAdded API info.

Delete Attachments to a Runtime Adhoc Approval Process

Added API info.
Use Case and Sample Code for Adhoc Approval Runtime Process APIsAdded sample code for Adhoc approval process runtime APIs.
DocumentTopicDescription
Summer 2019





Custom Query Callback for Reassigning and Adding Approver

Modified topic. Added information for reassigning approver.
Setting Up a Backup or Delegate for Out-Of-OfficeNew topic.
Creating Approval StepsModified topic.
Creating An Approval ProcessModified topic.
Setting Up Backup and Delegate ApproversModified topic.
Approval Email Notification TemplatesModified topic.
Approval and My Approval PagesModified topic.
DocumentTopicDescription
Spring 2019N/ANo new topics were added.
DocumentTopicDescription
Winter 2018















Configuring CPQ Approval WorkflowModified topic. Added information for Standard Approval Step and Approval Rule Entry Step.

Adding Comments to Approval Requests

Added API info.

Approving Approval Requests

Added API info.
Canceling ApprovalsAdded API info.
Checking If an Approval is RequiredAdded API info.
Checking if User is Authorized to Approve/RejectAdded API info.
Creating Ad-hoc ApprovalsAdded API info.
Escalating Approval RequestsAdded API info.
Previewing ApprovalsAdded API info.
Reassigning Approval RequestsAdded API info.
Rejecting Approval RequestsAdded API info.
Retrieving Add Comment Page URLAdded API info.
Retrieving Approval HistoryAdded API info.
Retrieving Approval Page URLAdded API info.
Retrieving Approve or Reject Page URLAdded API info.
Retrieving Reassign Page URLAdded API info.
Submitting an Approval RequestAdded API info.
Taking Ownership of an Approval RequestAdded API info.