What's New in Approvals Documentation
This section lists changes in the documentation to support each release.
202508.1.0
| Release |
Topic |
Description |
|---|---|---|
|
202508.1.0 | Approval Custom Configurations | Updated the topic to include details about enabling consolidated emails for rejections. |
| Approval Flow Settings | Updated the topic to include details about the rejection email template. | |
| Requesting Information | Updated topics to explain how requests with a Waiting for Input status are managed. | |
| Creating a New Rule | ||
| Approval Center | Updated the topic to include information about the Requests tab. | |
| Approval System Properties Details | Updated topic to include details about a property that hides navigation banners in embedded pages. |
202508.1.0
| Release |
Topic |
Description |
|---|---|---|
|
202508.1.0 | Approval Custom Configurations | Updated the topic to include details about enabling consolidated emails for rejections. |
| Approval Flow Settings | Updated the topic to include details about the rejection email template. | |
| Requesting Information | Updated topics to explain how requests with a Waiting for Input status are managed. | |
| Creating a New Rule | ||
| Approval Center | Updated the topic to include information about the Requests tab. | |
| Approval System Properties Details | Updated topic to include details about a property that hides navigation banners in embedded pages. |
202507.2.0
| Release |
Topic |
Description |
|---|---|---|
|
202507.2.0 |
Get Dashboard count and BusinessObject data or Approval request related to the business object |
Updated the API to return the total count of approval requests across multiple business objects. |
| Updated the API to control how rejection email notifications are sent to the submitter in approval workflows. |
202507.1.0
|
Release |
Topic |
Description |
|---|---|---|
|
202507.1.0 | Collaborative Approvals | New topic. |
| Configuring the Approval Workflow | Updated the topic to include information about RFI and Comments notification template. |
202506.2.0
|
Release |
Topic |
Description |
|---|---|---|
|
202506.2.0 | Approvals APIs |
Updated APIs to support Product Attributes in CPQ Approval Logic. |
Request for Information (RFI) API : PUT /v1/requests/rfiAdd Comment API: |
New APIs |
202506.1.0
|
Release |
Topic |
Description |
|---|---|---|
|
202506.1.0 |
Added details on customizing comment dialog labels for approval actions such as Approve, Reject, and Recall. | |
| Smart Highlighting on Page Load |
New Topic. |
202505.2.0
|
Release |
Topic |
Description |
|---|---|---|
|
202505.2.0 |
Updated APIs to support custom labels in approval comment dialogs. | |
| My Approvals Component Configuration in Salesforce |
Added information about configuring the visibility of My Approvals buttons in RLS Approvals LWC. |
202505.1.0
|
Release |
Topic |
Description |
|---|---|---|
|
202505.1.0 |
Updated APIs to support sorting. | |
| Added details on how to add step-level comments in the flow. | ||
| Included instructions for configuring step-level submission comments. | ||
| New Topic. |
202504.2.0
|
Release |
Topic |
Description |
|---|---|---|
|
202504.2.0 |
Enhanced APIs to support step-level comments. |
202504.1.0
|
Release |
Topic |
Description |
|---|---|---|
|
202504.1.0 |
New Topic. | |
| Added information about the ad hoc approval process. | ||
|
New Topic. | ||
| Check Required Async API: POST /v1/requests/check-required | Introduced a new API to check for objects requiring background approval. | |
| Check Required API | Enhanced the API to process larger payloads. |
202503.2.0
|
Release |
Topic |
Description |
|---|---|---|
|
202503.2.0 |
New Topic. | |
| This API now allows you to set up approvals for any object, including custom objects. |
202503.1.0
|
Release |
Topic |
Description |
|---|---|---|
|
202503.1.0 |
N/A |
No changes in the document. |
202502.2.0
|
Release |
Topic |
Description |
|---|---|---|
|
202502.2.0 |
N/A |
No changes in the document. |
202502.1.0
| Release |
Topic |
Description |
|---|---|---|
|
202502.1.0 |
Added a new behavior to the Preview & Submit page for Cart Approvals. |
202501.3.0
| Release |
Topic |
Description |
|---|---|---|
|
202501.3.0 |
Updated the behavior of the "Add Display Header Fields" feature. | |
|
Added a new option to control the visibility of request detail fields in the Preview and My Approvals windows. |
202501.2.0
| Release |
Topic |
Description |
|---|---|---|
|
202501.2.0 |
N/A |
No changes in the document. |
202501.1.0
|
Release |
Topic |
Description |
|---|---|---|
|
202501.1.0 | Approval Center |
New Feature. |
| Configuring the Approval System Properties |
Added an "Approval Center" option to define a list of object names to display in the Approval Center. | |
| Viewing Approval history |
New Feature. |
202412.2.0
|
Release |
Topic |
Description |
|---|---|---|
|
202412.2.0 | Activities API |
Introduced a new API endpoint to retrieve details of all activities performed on an approval request. Endpoint: GET /v1/activities/{objectType}/ {objectId} |
202412.1.0
|
Release |
Topic |
Description |
|---|---|---|
|
202412.1.0 | Configuring the Settings Window | Added an option to set a custom label for the comments pop-up under Approval Flows Comments settings. |
| Approval Custom Configurations | Added the Approval Status Field option that allows administrators to select a picklist field on a custom object to act as the Approval Status or Approval Indicator field. | |
| Standard-Step-Options | Added a new assignee type called "User Role." |
202411.2.0
|
Release |
Topic |
Description |
|---|---|---|
|
202411.2.0 | Approval Flows | Updated topics to include information about how user group members (queue) can now approve or reject requests via email. |
| Approval System Properties | ||
| Approving or Rejecting an Approval Request | ||
| Enhanced ProcessSteps and RuleEntries APIs to Support Role as an Assignee Type. | |
| Configuring My Approval Button on Proposal Detail Page | New Feature |
202411.1.0
|
Release |
Topic |
Description |
|---|---|---|
|
202411.1.0 |
Configuring Approval Flow Settings |
New Feature. |
|
Approvals Bounce-Back Email Scenarios |
New Feature. |
202410.2.0
|
Release |
Topic |
Description |
|---|---|---|
|
202410.2.0 |
Approval Search Filters |
New Feature. |
202410.1.0
|
Release |
Topic |
Description |
|---|---|---|
|
202410.1.0 |
Configuring the Approvals System Properties |
Added Approver Stepper Style in Approval System Properties. |
|
Approval Flows |
Added Display Header Fields and Display Fields for Approval Flows. |
202409.2.0
| Release |
Topic |
Description |
|---|---|---|
|
202409.2.0 |
N/A |
No changes in the document. |
202409.1.0
|
Release |
Topic |
Description |
|---|---|---|
|
202409.1.0 |
|
A new POST API permits creating and updating email configurations. (approvals/v1/system-properties/email-config) |
|
Approval Rules |
For new rules, the administrator may set the match rule to Match Any or Match All (default). | |
|
Configuring Approval Custom Configurations |
You can now set up and manage approval workflows in Conga using the new UI, without needing to rely on APIs or developers. |
202408.3.0
|
Release |
Topic |
Description |
|---|---|---|
|
202408.3.0 |
Create an approval process step Save an approval rule entry |
The API has been extended to support picklists for custom users and custom queues. |
|
Get approval request comments |
The Get approval request comments API now returns all approval request activity associated with a business object, unless you specify RequestId (optional). | |
|
Configuring the Approvals System Properties |
Approvals system properties (Suppress Queue Emails and Add Approver Enabled) are now available and can be configured in a graphical user interface. |
202408.2.0
|
Release |
Topic |
Description |
|---|---|---|
|
202408.2.0 |
To create a new rule |
When creating a new rule, you can add dimensions as well as conditions. You can now also search for dimensions and create new ones. |
202408.1.0
|
Release |
Topic |
Description |
|---|---|---|
|
202408.1.0 |
Rule Dimensions |
The Rule Dimensions API (/approvals/v1/rule-dimensions) DataSource, BusinessObject, and DimensionType parameters are modified to support the Formula data type (object.field.sub-field) in the ApprovalRuleDimension response field. |
|
When you create an entry criterion for a step entry within a flow or rule, or an auto-approval within a flow or rule step, the logical expression (equation) now supports dynamic values on the right-hand side. |
202407.2.0
|
Release |
Topic |
Description |
|---|---|---|
|
202407.2.0 |
|
Custom Queue assignee/object type is now available. |
|
SuppressQueueEmails parameter added to Approvals/System Properties APIs |
202407.1.1
|
Release |
Topic |
Description |
|---|---|---|
|
202407.1.1 |
Standard-Step Options |
New information about User, Custom User, Related User, Queue, and Custom Queue assignee/object types. |
|
Submitting an Approval Request |
Added information clarifying the finality of submissions. |
202406.2.0
|
Release |
Topic |
Description |
|---|---|---|
|
202406.2.0 |
To recall an approval |
When the user recalls a cart approval, the approval is canceled and the quote’s approval status and approval stage field become Cancelled and Approval Required, respectively, maintaining functional parity with Salesforce. |
|
To create or edit rule entries |
You can now develop more granular escalation and reminder flows that reach individual rule assignees (approvers), rather than entire rule-entry-level recipient classes. | |
|
To add a related user to a rule entry |
In the Approval Rule context, the administrator can select a related-user assignee for the system to pick up at runtime and can enter a string that serves as a dot-notation leading to the user field from the context object. Both out-of-the-box and custom fields are supported and up to five levels of object relationship may be traversed. |
202406.1.0
|
Release |
Topic |
Description |
|---|---|---|
|
202406.1.0 |
N/A |
Bug fixes only |
202405.2.0
|
Release |
Topic |
Description |
|
202405.2.0 |
N/A |
Bug fixes only |
202405.1.0
|
Release |
Topic |
Description |
|
202405.1.0 |
N/A |
Bug fixes only |
202404.2.0
|
Release |
Topic |
Description |
|
202404.2.0 |
Searching and Sorting List Entries |
Improvements to search and filter features documented. |
202404.1.0
|
Release |
Topic |
Description |
|
202404.1.0 |
To edit an approval flow |
Added a note concerning revisions to approval flow when all steps are deleted. |
202403.3.0
|
Release |
Topic |
Description |
|
202403.3.0 |
Recalling an Approval |
Approve, Reject, Reassign, and Recall button behavior changed. Changes are self-explanatory, so no updates to documentation. |
202403.1.0
|
Release |
Topic |
Description |
|
202403.1.0 |
My Approvals |
Improved record search, sort, and filter in the user interface. |
February '24
|
Release |
Topic |
Description |
|
February 2024 |
Approvals for Users |
|
January '24
|
Release |
Topic |
Description |
|
January 2024 |
Approvals for Administrators |
New document, introducing Approval Flows and Approval Rules. |
October '23
|
Release |
Topic |
Description |
|
October 2023 |
All |
New product. |
