A flow step that needs to be approved may require the approval of a specific user, a user who holds one or more functions in Conga Contracts, or any program user. If the step is approved, the flow continues to the next step. If the step is declined, the flow returns to a previous step or is halted. Based on the reason(s) the user provides for declining the step, adjustments can be made, allowing the step to be resubmitted for approval.
A flow step can be completed from three locations: Email from Conga Contracts,Active Workflow Items Portlet, andProfile screen.
Email Message
In the email message sent from Conga Contracts Flow:
(Optional) Review additional information before completing the step using the Go To Contract, Go To Company, or Go To Project link.
Click theApproveorDeclinelink.
If you select theApprovelink, a reply email message displays with Approve Flow Step as the subject, andApprovedin the body of the email message. Click Send.
(Optional) Add notes on approving the step to the body of the email message by positioning your cursor under the word "Approved" and entering your text.Do not remove the word "Approved"from the message or the email will not be sent successfully, and the step will not be approved.
If you select theDeclinelink, a reply email message displays with Decline Flow Step as the subject, andDeclinedin the body of the email message. Click Send.
(Optional) Add your reason(s) for declining to approve the step to the body of the email message by positioning your cursor under the word "Declined" and entering your text.Do not remove the word "Declined"from the message or the email will not be sent successfully, and the step will not be declined.
Active Workflow Items Portlet
From theActive Workflow Items portletin your Dashboard:
Click the MyFlow Stepstab, and locate the step that needs approval.
Click on the step to display the Profile screen for the flow.
Follow Step 3 inContract, Company, or Project Profilebelow.
Contract, Company, or Project Profile
Open theContract,Company, orProjectProfile containing the flow step that needs to be approved.
(Optional) Review the completed steps:
Action step is displayed in grayed out text.
Approval step is displayed asApprovalwhen it has been approved, andApprovalwhen it has been declined.
Hover over the Note icon to display notes provided by the user who completed the step.
Hover over the Approval icon to display a description of the approval step.
If no steps are displayed, click on the Stage header, which is a toggle bar to hide/display the steps in the stage.
Click the appropriate button(s) to complete the step:
Notes- provide notes on completing a stepprior to completing itby selecting one of the following.
Approve Flow- approves a step that requires authorization to complete.
Decline Flow- declines a step that requires authorization to complete.
Override- skips the step.
Reassign- displays theAddress Bookand allows the step to bereassignedto another user.