About Release Notes

Apttus Release Notes contain the following information about Intelligent Workflow Approvals Spring 2020 Release on Salesforce.

For more information on new features, enhancements, and document improvements refer to

  • What's new in Intelligent Workflow Approvals on Salesforce Spring 2020 Administrator Guide or
  • What's new in Intelligent Workflow Approvals on Salesforce Spring 2020 SOAP API Reference Guide
  • Packages: Lists packages that are required to upgrade to this release of the product
  • System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
  • New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information
  • Enhancements: Provides high-level descriptions of enhancements to existing features
  • Data Model Changes: Lists changes to the data model
  • Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
  • Known Issues: Lists known issues that are applicable in this release

This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.

Packages

The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.

Product

Latest Certified Version

Version Name | Version Number

Apttus Approvals Management (New)11.0.0115 | 11.115

Apttus CPQ Approvals Management (New)

(Required if you are using CPQ)

11.0.0016 | 11.16

Apttus Base Library (New)

(Pre-requisite for Apttus Contract Management)

1.0.38 | 1.38

Apttus Contract Management (New)

(Required if you are using CPQ and Agreement Approvals)

11.0.0518 | 11.518

Apttus Proposal Management

(Required if you are using CPQ Approvals)

8.5.0177 | 8.177

Apttus Configuration & Pricing

(Required if you are using CPQ Approvals)

11.0.1552 | 11.1552

Apttus Quote/Proposal Configuration Integration

(Required if you are using CPQ and Proposal management)

10.2.0263 | 10.263

Apttus Contract-Configuration Integration

(Required if you are using CLM)

10.1.0103 | 10.103

Apttus Quote/Proposal Approvals Management

(Required if you are using Proposal Management)

6.5.0004 | 6.4

Apttus Custom Approvals Management

(Required if you are using Apttus Objects or other Salesforce Standard/Custom Objects)

1.0
Before installing or upgrading Apttus managed packages, you must review the dependency matrix for each managed package. You can refer to the package dependency matrix at Packages Dependency Matrix.

System Requirements and Supported Platforms

The following table lists the minimum requirements for installing and using Intelligent Workflow Approvals.

System RequirementMinimum Supported Version
Operating System

Standard Salesforce.com requirements. See Salesforce PDF.

Browser

Apttus supports the following browsers:

  • Microsoft Edge
  • Google Chrome

Apttus recommends the latest version of the browser for the best performance. Apttus also recommends its customers to use Microsoft Edge as the browser of choice.

Internet Explorer is not supported.

Microsoft Office
  • Microsoft Word 2007 with Service Pack 2 plus hotfix package 976477 (Word 2007 version number has to be greater than 12.0.6520.4999)

  • Microsoft Word 2010 (32 bit & 64 bit)

Apttus recommends usage of the latest Microsoft Office Suite for the best performance.

Upgrade Notes

For more information on the prerequisites and post-upgrade tasks, see Upgrading Intelligent Workflow Approvals in the Intelligent Workflow Approvals Administrator Guide.

New Features

The following features are new to Intelligent Workflow Approvals in this release.

Support for Grouping Multiple Documents Across Multiple Agreement Records

With this feature, you can choose attachments for child object records (Out-Of-The-Box or a custom object) when sending for approval. For example: Consider a custom object as a parent object and Agreement as the child object. When you submit for approval, the attachments from the child object (in this example, Agreement) is also included for approval. This feature is based on the new custom setting IncludeChildObjAttachmentsForSubmit__c introduced in ApprovalsCustomConfig custom setting.

Get Started

For details on how to group agreements, refer to Submitting a Request with Attachments in the Intelligent Workflow Approvals on Salesforce Spring 2020 Administrator Guide.

New Submit for Approvals With Comments API

The Submit for Approvals with Comments API passes submission comments in a JSON structure instead of the SubmissionComment structure.

Get Started

For details about Submit for Approvals with Attachments API, refer to Submit for approvals with attachments JSON in the Intelligent Workflow Approvals on Salesforce Spring 2020 SOAP API Guide.

Enhancements

The following section describes existing features that are changed (or are no longer supported) in this release.

Character Limit Increased for Approval Search Filters

The search filter field size is increased from 4000 characters to 16000 characters.

Get Started

For details on creating search filters (approvals), refer to Creating Search Filters (Approvals) in the Intelligent Workflow Approvals on Salesforce Spring 2020 Administrator Guide.

Character Limit Increased for Step Auto Reapproval Criteria

The Step Auto Reapproval Criteria field size is increased from 8000 characters to 32000 characters.

Get Started

For details on setting up auto reapprovals, refer to Auto Reapprovals in the Intelligent Workflow Approvals on Salesforce Spring 2020 Administrator Guide.

Scalability Improvements

This release includes several enhancements to improve product performance and scalability. These include:

  • Ability to preview and submit approvals for complex processes without SOQL, CPU timeout, or heap size errors.
  • Ability to view a large number of requests in the my approvals page without view state errors.
  • Support for submitting processes with large numbers of auto approve and notify only requests without errors.
  • Ability to approve and reject multiple requests for complex processes.

Get Started

For details on previewing and submitting approval requests, refer to Approvals and My Approvals Page in the Intelligent Workflow Approvals on Salesforce Spring 2020 Administrator Guide.

Data Model Changes

The following objects and fields are introduced to or changed in the system or data model in this release.

The System/User indicates whether the field is used by the System only (System), or if the field may be used for integration updates (User). The below given all fields are consumed by Users and updated by System.

ObjectFieldsDescriptionSystem/UserNew/Changed
Search Filter (Approvals)
Represents a search filter.
Existing

CriteriaThe filter criteria specification.UserChanged





Approvals System Properties
Approvals System Properties.
Existing

Queueable Apex Batch SizeSpecifies the number of records to be processed by a single queueable apex batch job.UserNew





Approvals Custom Config
Holds global defaults for context objects processed by the approval engine.
Existing

Include Child Obj Attachments For SubmitIndicates whether or not to include attachments associated with the current context object's children in the attachment selection screen when submitting for approval.UserNew





Approval Request History
Designates history for an approval request created from an approval process.
Existing

Object Ref IdID of the business object associated with the requestUserNew

Child Object Reference IdID of the child object associated with the requestUserNew





Approval Process
Designates an approval process defined in the system
Existing

Step Auto Reapproval CriteriaThe auto re-approval criteria for the stepUserExisting

Resolved Issues

The following table lists the issues resolved in this release.

Case NumberApttus Internal IDDescription
00098153AWA-2229Submitting large number of approval requests displayed CPU time limit error.
00097784

AWA-2132

Assigning an adhoc approval process to any queue automatically got assigned to the backup admin user instead of the queue even if there were valid users in the queue.
00097809

AWA-2122

Carbon copy feature was not working and displayed an error.

AWA-2119

Clicking Edit to edit term exception approval record, an error was displayed.
00096221

AWA-2118

While creating an approval process with Approval Comments Mandatory flag set to False, the Approver comments label became invisible. The UI alignment was also distributed on the Approval Action page.

The following table lists the known issue resolved from the previous release.

Apttus Internal IDIssue
AWA-1651When approving 41 requests simultaneously from the My Approvals page, the approval request took time and the page would hang.

Known Issues

The following table provides the cumulative list of known issues up to this release.

Apttus Internal IDIssue

AWA-1368

When the same user is assigned as a Backup Admin to an approver and as a parallel Ad hoc approver, the approval request is shown in both the My Approvals tab as well as in the Take Ownership tab.

AWA-1605Approval Request page is distorted when multiple Delegate IDs are stored in the Delegate Approvers Field.

Apttus Copyright Disclaimer

Error rendering macro 'excerpt-include'

User 'null' does not have permission to view the page.

DOC ID: IWASFSPR20RN20200408