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Intelligent Workflow Approvals on Salesforce Summer 2020 Release Notes
About Release Notes
Apttus Release Notes contain the following information about Intelligent Workflow Approvals Summer 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 Summer 2020 Administrator Guide or
- What's new in Intelligent Workflow Approvals on Salesforce Summer 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) | 11.1.0161 | 11.161 |
Apttus CPQ Approvals Management (New) (Required if you are using CPQ) | 11.0.0018 | 11.18 |
Apttus Base Library (New) (Pre-requisite for Apttus Contract Management) | 1.0.93 | 1.93 |
Apttus Contract Management (New) (Required if you are using CPQ and Agreement Approvals) | 11.0.0547 | 11.547 |
Apttus Proposal Management (New) (Required if you are using CPQ Approvals) | 10.1.0221 | 10.221 |
Apttus Configuration & Pricing (New) (Required if you are using CPQ Approvals) | 12.1.1787 | 12.1787 |
Apttus Quote/Proposal Configuration Integration (New) (Required if you are using CPQ and Proposal management) | 12.1.0332 | 12.332 |
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 |
System Requirements and Supported Platforms
The following table lists the minimum requirements for installing and using Intelligent Workflow Approvals.
| System Requirement | Minimum Supported Version |
|---|---|
| Operating System | Standard Salesforce.com requirements. See Salesforce PDF. |
| Browser | Apttus supports the following browsers:
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 |
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.
Ability to Submit Approvals Asynchronously
You can now submit a large number of approval records asynchronously. You can define a threshold to submit the approval records in a synchronous mode. If the number of approval records go beyond the threshold value, a batch job is submitted to submit the approval records in the background.
Get Started
For more information, refer to Asynchronous Processing of Approvals Records.
Ability to Approve or Reject Approvals Asynchronously
You can now process a large number of approval records asynchronously. You can define a threshold to approve or reject the approval records in a synchronous mode. If the number of approval records go beyond the threshold value, a batch job is submitted to process them in the background.
Get Started
For more information, refer to Asynchronous Processing of Approvals Records.
APIs to Submit and Cancel Approval Requests in Bulk
Apttus Intelligent Workflow Approvals introduces submitForApprovalsBulk API and cancelApprovalsBulk API. Using these APIs, You can now submit or cancel approval requests in bulk.
Get Started
For more information, refer to Submitting Bulk Approval Requests and Recalling Bulk Approval Requests in Intelligent Workflow Approvals on Salesforce Summer 2020 SOAP API Guide.
API to Submit Approvals Aynschronously
Apttus Intelligent Workflow Approvals introduces submitForApprovalsAsync. Using this API, you can submit a large number of approval records asynchronously.
Get Started
For more information, refer to Submitting Approvals Asynchronously.
Attachments sent as Deep Links
When you submit an approval request along with attachments, the attachments are now sent as deep links if the size of attachments exceed 5 MB. The recipient can click the link to download the attachments.
Get Started
For more information, refer to Submitting a Request with Attachments.
Ability to use Org Wide Email Address to Send Approval Emails
Apttus Intelligent Workflow Approvals introduces the system properties, Email Org Wide Display Name and Email Sender Org Wide Display Name Used. Using these system properties, you can now configure an organization-wide email address to send approval emails.
Get Started
For more information, refer to Approval System Properties.
Enhancements
The following section describes existing features that are changed (or are no longer supported) in this release.
Approval Sequence on My Approval UI
Preview and Submit screen now contain a sequence column to illustrate the order of sequence in which the approvals will be sent out.
Get Started
For more information, refer to Approvals and My Approval Pages.
Send Specific Document Versions of Agreements for Approval
For Agreements with Enabled Document Versioning set as true, you can now select and send a specific version of an agreement document for approval.
Get Started
For more information, refer to Submitting Version Specific Agreement Attachments.
Data Model Changes
The following objects and fields are introduced to or changed in the system or data model in this release.
| Object | Fields | Description | System/User | New/Changes |
|---|---|---|---|---|
| Approval Job | Holds information about approval jobs for bulk submit, recall, approve and reject actions. | System | New | |
| Apex Child Job Id | The Id of the chained async apex job associated with the parent job for the approval request action. | |||
| Apex Parent Job Id | The Id of the chained async apex job associated with the parent job for the approval request action. | |||
| Approval Request Id | The approval request id of the queued asynchronous job. | |||
| Status | Status of the apex job. | |||
| Async Action Info | Hold information about all asynchronously performed actions. | System | New | |
| Async Action | Asynchronously performed approval action. | |||
| Async Action Job | The Id of the asynchronous apex job associated with this action. | |||
| Business Object | The Id of the associated business object. | |||
| Business Object Type | The type of the associated business object. | |||
| End Time | Asynchronous action processing end time. | |||
| Error Msg Info | Information about the job failure. | |||
| Error Stack Info | Technical information about the job failure. Contains error call stack and other error-related information. | |||
| Object Name | The name of the associated business object. | |||
| Start Time | Asynchronous action processing start time. | |||
| Status | Current status of the asynchronous job from the Apex Job table. | |||
| Submitter | The user who performed the action. | |||
| Submit Time | Asynchronous action processing submit time. |
Resolved Issues
The following table lists the issues resolved in this release.
| Case Number | Apttus Internal ID | Description |
|---|---|---|
| 00100825 | AWA-2371 | Apttus Intelligent Workflow Approvals gave an error when you clicked My Approvals button. This issue was observed if there were no approval requests on the context object. |
| 00103038 | AWA-2783 | For an approval request having multiple agreements, if you approved a single agreement, Intelligent Workflow and Approvals deleted all the approval reminders associated with the approval requests. This issue is now resolved. The reminder is deleted only for the approved agreement. |
Known Issues
The following table list the known issues in this release.
| Apttus Internal ID | Description |
|---|---|
| AWA-2814 | When you submit approval requests, Apttus Intelligent Workflow Approvals sometime gives Unable_To_Lock_Row exception. |
| AWA-2850 | Agreement Term Exception does not work with Assignee Type as Rule. |
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DOC ID: IWASFSUM20RN20200804