• Standard-Step Options
• Modifying Rule Entries
• Reviewing an Approval Request from Microsoft Teams
• Approvals in Microsoft Teams

• Approval Consolidation
• Approval Rule
• Approval Flow

• Creating an Approval Custom Configuration
• Creating a Rule-Based Approval Flow
• View Approval History
• Approval Center
• My Approvals
• Approval Center
• Custom Configurations
• Notifications
• Creating an Approval Custom Configuration
• Understanding Approval Consolidation

• Approvals in Slack
• System Properties
• Approval System Properties

• My Approvals
• Approval Center

• Creating an Approval Custom Configuration
• Creating a Rule-Based Approval Flow

• Custom Configurations
• Notifications

Backup Delegate Approver

Updated topic with the revised date and time field labels.

Approval Center

Added a note about the Approval Center's support for up to 100,000 approval requests.

Standard-Step Options

Updated the topic with information about configuring Microsoft Teams notifications at the standard step level.

Modifying Rule Entries

Updated the topic with information about configuring Microsoft Teams notifications at the rule entry level.

N/A

No changes in the document.

Understanding Approval Consolidation

New Topic

Reviewing an Approval Request from Microsoft Teams

Updated the topic with information about accessing attachments from the Microsoft Teams approval card.

N/A

No changes in the document.

New topics

• Submit Async: api/approvals/v1/requests/submit-async
• Bulk Actions: api/approvals/v1/requests/bulk/{actionType}
• Activities: api/approvals/v1/activities/{objectType}/{objectId}
• Get Child Object Approval Status: api/approvals/v1/requests/{objectType}/{objectId}/child/{childObjectType}

Enhanced APIs to support external IDs and custom objects.

Creating a New Search Filter Criteria

Updated the documentation for the criteria builder to include Fx (Formula) support for related object fields, child record criteria, and improved auto-reapproval using current and previous values.

Entry Criteria

Modifying Rule Entries

Modifying Step Conditions

New Topic

Defining Auto Reapproval Criteria

New Topic

New Topic

N/A

No changes in the document.

N/A

No changes in the document.

N/A

No changes in the document.

N/A

No changes in the document.

Approval System Properties Details

Updated the topic description for the new property to view attachments in the Approval Center.

Approval Center

Updated key features to include details about viewing and downloading attachments.

Use Case: Auto-Flag MSA Agreements Using Approval Required Check

N/A

No changes in the document.

N/A

No changes in the document.

N/A

No changes in the document.

Approval Required Check for Agreement

New Topic

NA

No changes in the document.

NA

No changes in the document.

NA

No changes in the document.

Approval System Properties Details

Updated the topic description for the new property to view attachments in the Approval Center.

Approval Center

NA

No changes in the document.

Access Approval Center from Salesforce

New Topic.

My Approvals Component Configuration in Salesforce

Updated topic with details on enabling the RLS Approval LWC for Collaboration Requests.

Creating an Approval Custom Config

Added option to select the number of columns for displaying approval request details.

N/A

No changes in the document.

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.

Create or update a custom configuration

Updated APIs to support Product Attributes in CPQ Approval Logic.

Add Comment API: PUT /v1/requests/comments

New APIs

Configuring Approval Flow Settings

Added details on customizing comment dialog labels for approval actions such as Approve, Reject, and Recall.

New Topic.

Approval Process

Updated APIs to support custom labels in approval comment dialogs.

Added information about configuring the visibility of My Approvals buttons in RLS Approvals LWC.

Approval Process

Approval Rule

Updated APIs to support sorting.

Rule-Based Approval Flow

Configuring Approval Flow Settings

Submitting an Approval Request with Comments

Submit

Submit Asynchronously

Request Preview

Approval Request Status

Enhanced APIs to support step-level comments.

Ad Hoc Approval Flow

New Topic.

Approval Flows

Rule-Based Approval Flow

Preview and Submit

Creating an Ad Hoc approval Process at Runtime

New Topic.

POST /v1/requests/check-required

Configuring the My Approvals Component in Salesforce CPQ

New Topic.

Approval Requests Check Required API

N/A

No changes in the document.

N/A

No changes in the document.

Uploading Attachment

Added a new behavior to the Preview & Submit page for Cart Approvals.

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.

N/A

No changes in the document.

New Feature.

Added an "Approval Center" option to define a list of object names to display in the Approval Center.

New Feature.

Introduced a new API endpoint to retrieve details of all activities performed on an approval request.

Endpoint: GET /v1/activities/{objectType}/ {objectId}

• ProcessSteps
• RuleEntries

Configuring Approval Flow Settings

New Feature.

Approvals Bounce-Back Email Scenarios

New Feature.

Approval Search Filters

New Feature.

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.

N/A

No changes in the document.

• Create email configuration

• Update email configuration

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.

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.

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.

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.

Custom Queue assignee/object type is now available.

SuppressQueueEmails parameter added to Approvals/System Properties APIs

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.

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.

N/A

Bug fixes only

N/A

Bug fixes only

N/A

Bug fixes only

Searching and Sorting List Entries

Improvements to search and filter features documented.

To edit an approval flow

Added a note concerning revisions to approval flow when all steps are deleted.

Recalling an Approval

Approve, Reject, Reassign, and Recall button behavior changed. Changes are self-explanatory, so no updates to documentation.

My Approvals

Improved record search, sort, and filter in the user interface.

Approvals for Users

Approvals for Administrators

New document, introducing Approval Flows and Approval Rules.

All

New product