My Approvals
You can access Approvals directly from your Revenue Lifecycle Cloud instance, or you may respond to approval requests sent to you as email notifications.
Entering from the Revenue Lifecycle Cloud takes you to the My Approvals page.
The My Approvals screen is divided into two sections. The left panel shows a list of approval requests, including the approver's name and the current status of each request, such as "Assigned" or "Not Submitted." The right panel displays the details of the selected request, including the approver's information, sequence, and any related approval notes. You can also take actions like Approve, Reject, Reassign, Recall, or Add Approver from this panel.
Note: The organization can request a configuration to hide the Reassign button from non-admin users on the My Approvals page. When enabled, only the Administrator can view and use the Reassign option. For more information, see Reassigning an Approval Request. Contact your Conga Support representative to enable this configuration.
Note:
Approval details such as Sequence, Sub-sequence, Delegate Approver, Approval Details, and Approval Dependency fields are visible only when the Display a Simpler View of Request Detail custom configuration setting is turned off.
The information in the Details panel is displayed in columns based on the Column Layout setting. To learn more, see Column Layout for Details (Preview & My Approvals) in Custom configuration Settings.