Approval Search Filters

The Approval Search Filter is a feature that enables you to create reusable filters that apply specific criteria for approval workflows in the Conga Platform. You can use this feature to automate and streamline approval processes by defining which business objects and conditions should trigger an approval.

These filters consist of two key components: Child Filters and Entry Criteria:

Child Filter: A Child Filter is used to define specific criteria for filtering business objects. This enables you to create a filter based on predefined business objects (such as Agreement Line Item, Cart, or Cart Line Item) and apply it across multiple approval rules.
Entry Criteria: Entry Criteria refers to the conditions that need to be met for a filter to trigger. These criteria can be configured with multiple expressions, such as "greater than," "less than," or "equals," and combined with logical operators like AND, OR, and parentheses.

Access approval search filters by clicking the Approvals icon (

) and then clicking the Approval Search Filters tab in the left navigation panel.

Creating a New Search Filter Criteria

Click the Create button at top right to raise the Create Filter window.
Select a business object type (Opportunity, Agreement, Proposal, Production Configuration, Line Item, Agreement Clause, or Agreement Line Item) from the Business Object pull-down menu.
Select a filter type from the Filter Type pull-down menu. Options are Entry Criteria or Child Filter.
Enter a name for the criteria in the Filter Name field.
Enter a sequence number to the filter. It should have a unique value from existing feature sets.
Enter a description of the rule (optional).
Add one or more conditions in the criteria section:
1. Select a field from the LHS field selector. You can select a field directly on the context object or a field that resolves through a multi-level lookup relationship (for example, Account.Owner.CreatedDate). If the selected field is a lookup field, the fx (formula) button becomes active. Click fxto expand the lookup field and select a specific field from the related object. This allows you to traverse up to four levels of lookup relationships and use a value from a related object as part of your condition.
2. Select a comparison operator from the Operator dropdown.
3. Enter or search for a value in the RHS field. You can type a value directly or use the search icon to look up a specific record or field value.
  For example, you can pull down the Total Contract Value field type, assign a "greater than or equal to" logical operator, and a numeric value to qualify a rule.

Click + Add Criteria to add more conditions. You can combine multiple rules using the following Boolean operators:

AND: All conditions must be true. For example, "Contract value is greater than or equal to 1,000,000 dollars AND Location is Chicago."
OR: At least one condition must be true. For example, "Contract value is greater than or equal to 1,000,000 dollars OR Location is Chicago."

Each condition supports the following operators:


Operator	Description	Example
Equals	Value matches exactly	Contract value equals 1,000,000 dollars
Not Equal To	Value does not match	Location not equal to Chicago
Less Than	Value is below the threshold	Contract value is less than 1,000,000 dollars
Less-Than or Equal-To	Value is at or below the threshold	Contract value is less than or equal to 1,000,000 dollars
Greater Than	Value is above the threshold	Contract value is greater than 1,000,000 dollars
Greater-Than or Equal-To	Value is at or above the threshold	Contract value is greater than or equal to 1,000,000 dollars
Is Null	Field has no value	Location is null
Is Not Null	Field has a value	Location is not null

To combine operators with Boolean logic, use the Rule Criteria Logic field. For example, to return results where the contract value is less than 1,000,000 dollars and the location is not Chicago: "Contract value is less than 1,000,000 dollars AND Location is not equal to Chicago."

Note: Approvals adds the AND operator by default when you add multiple conditions.

Click Create. You are returned to the Approval Search Filter screen. You can activate the filter using the toggle in the Active column.

Editing an Existing Search Filter

Find the filter name in the Approval Search Filters table.
Click the filter name or select the adjacent More icon () and then select Edit from the resulting pull-down menu.
Modify the approval rule values as described in Creating a New Search Filter Criteria.

Deleting a search filter

Find the filter in the Approval Search Filters table.
Select the adjacent pull-down menu and pick Delete.
A confirmation popup appears. Click Yes, Delete to confirm.

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Approval Search Filters

Creating a New Search Filter Criteria

Editing an Existing Search Filter

Deleting a search filter

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