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.

Accessing the Preview and Submit page

When criteria are satisfied in an approval request, the user can preview the request before submitting it. 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.  

  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. You can drag and drop files or upload them from your file system by clicking the Browse Files link. When you select or drop the correct file, it is uploaded.

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.
    Once the request is processed, it is sent to approvers as shown in the preview. The approval status is now changed to Pending Approval.