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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

To create an Approval Flow

Updated the behavior of the "Add Display Header Fields" feature.

Approval Custom Configurations

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 WindowAdded an option to set a custom label for the comments pop-up under Approval Flows Comments settings.
Approval Custom ConfigurationsAdded 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-OptionsAdded a new assignee type called "User Role."

202411.2.0

Release

Topic

Description

202411.2.0

Approval FlowsUpdated 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 PageNew 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

  • Updated user flows.
  • Added documentation for recalling approvals.

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.