What's New in Approvals Documentation
This section lists changes in the documentation to support each release.
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 | New Feature. | |
New Feature. |
202410.2.0
Release | Topic | Description |
---|---|---|
202410.2.0 | New Feature. |
202410.1.0
Release | Topic | Description |
---|---|---|
202410.1.0 | Added Approver Stepper Style in Approval System Properties. | |
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) | |
For new rules, the administrator may set the match rule to Match Any or Match All (default). | ||
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 |
The API has been extended to support picklists for custom users and custom queues. | |
The Get approval request comments API now returns all approval request activity associated with a business object, unless you specify RequestId (optional). | ||
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 |
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 |
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 |
New information about User, Custom User, Related User, Queue, and Custom Queue assignee/object types. | |
Added information clarifying the finality of submissions. |
202406.2.0
Release |
Topic |
Description |
---|---|---|
202406.2.0 |
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. | |
You can now develop more granular escalation and reminder flows that reach individual rule assignees (approvers), rather than entire rule-entry-level recipient classes. | ||
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 |
Improvements to search and filter features documented. |
202404.1.0
Release |
Topic |
Description |
202404.1.0 |
Added a note concerning revisions to approval flow when all steps are deleted. |
202403.3.0
Release |
Topic |
Description |
202403.3.0 |
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 |
Improved record search, sort, and filter in the user interface. |
February '24
Release |
Topic |
Description |
February 2024 |
|
January '24
Release |
Topic |
Description |
January 2024 |
New document, introducing Approval Flows and Approval Rules. |
October '23
Release |
Topic |
Description |
October 2023 |
All |
New product. |