Though Approvals provides clear approval flows for initiated processes, users can also modify and shape the flow in advance by previewing the approval process. With Approvals, Conga Platform users can preview contracts to be approved and see who the contract's specified approvers are. They can then modify their contract to submit it to desired approvers. Users can preview the approval process before submitting the triggering request for approval. With Approvals, a user can:

  • Preview approvals before submitting the approval request. 
  • Add attachments to the record submitted for approval.

Prerequisite

The administrator has assigned Read and Update permissions on the Agreement object, along with Preview & Submit action permission. For more information, see Managing Roles and Permissions.

Accessing the Preview and Submit page

When criteria are satisfied in an approval request, the user can preview the request before submitting it. The preview is tailored to the particulars of the request's approval criteria, set by the administrator. These criteria may include such parameters as quantity, total contract value, or others. As configured by the administrator, these approvals can be satisfied by one or more approvers in one or more approval steps.

To access Preview and Submit

  1. On the My Contracts tab, click the contract name link to open the Contract Details page.

    On the Contract Details page, the Preview and Submit button appears for all approval statuses except when the approval status is Pending Approval or Approved.

  2. Click the Preview and Submit button.
  3. On the Preview tab, you can preview the approval process and view the approval flow steps on the left.

    Fields displayed in the left pane and the Preview tab depend on the Display Header Fields and Display Fields added in the approval flow step by the administrator. Click on the links to navigate to the record to view its details.

      

    Based on the “Approver Stepper Style” setting configured by the administrator, users can view either a default or compact view in the left panel. The default view allows you to see full details without expanding, while the compact view lets you expand steps to see multiple assignees per step.

  4. Clicking the Attachments tab opens an interface that enables you to upload attachments to the approvals flow. This optional step is useful for providing additional information for approvers. Click the Browse Files link to drag and drop files or upload them from your file system. The files are listed in the Existing Documents section. When you select or drop the correct file, it is uploaded.


    You can upload up to five files with a total size of 15 MB, or a single file of up to 15 MB.

Submitting an approval request

  1. When the approval request is satisfactory, click Submit to submit the approval request to the approvers named in the previewed flow.
  2. You are prompted to enter the description in the Approval Notes window.
     
  3. Click Submit. The Contract Approvals window is displayed.
    You can wait a few seconds or click the Take Me Back Now button to redirect to the Contract Details page.

    Once the request is processed, it is sent to approvers as shown in the preview. The approval status is now changed to Pending Approval.     You can view the approval-related activities performed on the contract in the Activity History. For more information, see Activity History.