The RLS approval is an aura component within a lightning button named My Approvals (Cart) and My Approvals (Quote). These lightning components are part of the Conga CPQ (RLS) managed package. After installing the managed package, you can add this component to any object's record detail pages using Lightning App Builder. 

Prerequisites:

  1. Installing the Conga CPQ (RLS) package version 3.94 and above. For more information on installing the Conga CPQ (RLS) managed package, see Installing Conga CPQ (RLS) Package. 
  2. Update the APTS_RLPInstanceSettings admin setting with the approvals endpoint URL, https://<connected_environment>/approvals/my-approvals. The endpoint URL is specific to the environment you are connected to.
    For the QA environment: "MyApprovalsPageURL": "https://rls-qa.congacloud.io/approvals/my-approvals". For more information, see Creating a New Admin Setting.
  3. Include the component on the quote record detail page.

To include an RLS Approval component on a Salesforce object:

  1. Log in to Salesforce > Go to Setup > Object Manager.
  2. Click Quote/Proposal. A quote/proposal object details page is displayed.
  3. From the left pane, click Ligthing Record Pages. A quote proposal record page is displayed.
  4. Click Edit.
  5. From the left pane, drag and drop RLSApprovals (available under the Custom-Managed list) to the right pane. 
  • As My Approvals lightning components are now part of the Conga CPQ (RLS) package, all the existing users must remove the unmanaged package from the org to avoid issues while using My Approvals.
  • The existing My Approvals button still be functional and backward compatible. Conga recommends you use the managed package component.