Setting up Clause Level Approvals on a Custom Object

To set up Clause Level Approvals on a Custom Object, take the following steps:

1. From the Salesforce App Launcher, go to Conga Contracts.
2. Go to Conga Contracts Setup.
3. Under Object Configuration, click Start Automatic Configuration.
4. Select your custom object and click Add and then Select Objects.
5. Select a profile, such as Salesforce Admin, click Add and then Run Setup. A green checkmark appears next to the Object Configuration section to confirm a successful setup.
6. Go to Salesforce Setup and click Object Manager.
7. Under Quick Find in Object Manager, search for your custom object.
8. Click on the custom object name, and the click Fields & Relationships.
9. Click New.
10. Select Picklist and click Next.
11. For Field Label name, enter Approval Request Status.
12. Under Values, select Use global picklist set and select Approval Request Status from the dropdown menu.
13. Click Next, the Next again, and click Save.
14. While still in the Object Manager on your selected custom object, select Triggers from the left hand menu.
15. Click New.

16. You can delete all existing text within the Apex Trigger editor, and copy and paste the following:

    trigger CustomObjectBeforeTrigger on Custom_Object__c (before update) { apxt_redlining.apxt_clauseApprovals_triggerAction clauseApprovals = new apxt_redlining.apxt_clauseApprovals_triggerAction(); if (clauseApprovals.shouldRun()) { clauseApprovals.doAction(); } }

    CODE
    

    Replace the "Custom Object" placeholder with the name of your custom object.

17. Click Save.
18. While still in the Object Manager on your selected custom object, select Buttons, Links, and Actions from the left hand menu.
19. Click New Button or List.
20. For Label name, enter View Approval Items Custom Object. This button populates the Approval Requests for the Custom Object.
21. Under Display Type, select Detail Page Button.

22. Enter the following code in the editor:

    /apex/APXT_Redlining__Contracts?
    sfdctabname=#/UI/Contract/{!APXT_Redlining__Approval_Request__c.CUSTOMOBJECTId__c}/ApprovalRequest/{!APXT_Redlining__Approval_Request__c.Id}

    CODE
    

    Replace "CUSTOMOBJECT" with the name of your custom object.

23. Click Save.
24. While still in the Object Manager on your selected custom object, select page Layouts from the left hand menu.
25. Click on the name of your custom object layout.
26. Under Opportunity Layout, click Buttons and drag and drop the View Approval Items Custom Object button to the Opportunity Detail section.
27. Under Opportunity Layout, click Related Lists and drag and drop Version History into your layout.
28. Click Save.