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Approvals for Salesforce

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Approvals for Salesforce

Configuring Approvals for Agreement and Related Objects

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Adding Values to the Agreement Pick List

When creating an approval process, to be able to associate it and its various components with a custom object, you must have the custom object available from approval pick lists.

Any part of approval process creation linking approvals to a context business object must have a custom object added. This includes the approval process, approval rule dimension, approval rule, and search filter.

To add a new object to an approval process pick list

  1. Go to Build > Create > Objects > Approval Process and click Object Label.
  2. In the Picklist Values section, click New.
  3. Enter Object Name in the text field and then select Approval Process.
  4. Click Save.
Object is added to the pick list values list for the approval process.
The custom object API name must be added to the pick list.

To add an API name to an approval process pick list

  1. Go to Build > Create > Objects > Approval Process and click Object Type.
  2. In the Picklist Values section, click New.
  3. Enter Object API name in the text field and then select Approval Process.
  4. Click Save.
The object is added to the pick list values and can now be associated with an approval process during the creation process.

To add an API name to an approval rule dimension pick list

  1. Go to Build > Create > Objects > Approval Rule Dimension.
  2. In the Custom Fields & Relationships section, click Business Object.
  3. In the Picklist Values section, click New.
  4. Enter Object API Name in the text field.
  5. Click Save.
The object can now be associated with dimensions during the creation process.

To add an API name to an approval rule pick list

  1. Go to Build > Create > Objects > Approval Rule.
  2. In the Custom Fields & Relationships section, click Business Object.
  3. In the Picklist Values section, click New.
  4. Enter Object API name in the text field.
  5. Click Save.
The object can now be associated with approval rules.

To add an API name to a search filter pick list

  1. Go to Build > Create > Objects > Search Filter.
    In instances when there are multiple options, be sure to select the search filter associated with Conga Approvals Management.
  2. In the Custom Fields & Relationships section, click Business Object.
  3. In the Picklist Values section, clickNew.
  4. Enter Object API Name in the text field.
  5. Click Save.
Administrator Guide
Salesforce
Approvals

February 11, 2025