Conga Product Documentation

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Objects in Conga Approvals Management Package

Approvals Management Package

This section lists the objects in the Conga Approvals Management package.

Objects

Purpose of the object

Ad hoc approval process

Defines ad hoc approval process information for a specific business object.

Ad hoc approval group

Defines groups of approvers for an ad hoc approval process.

Ad hoc approver

Defines approvers for an ad hoc approval group.

Backup/delegate approver

Allows approvers and administrators to specify backup approvers. There is an option to transfer all pending requests from and to the approver and the backup approver on backup activation or cancellation. When this is in effect, the approvals engine automatically routes requests to backup approvers.

Approval request

Designates an approval request created from an approval process.

Term exception approval condition

Required conditions for a given term exception approval.

Term exception approval

Required approvals for a given term exception.

Global discount policy

Designates global discount policies for six levels of approval.

Search filter (approvals)

Represents a search filter.

Approval process

Designates an approval process defined in the system.

Approval request history

Designates the history for an approval request created from an approval process.

Approval process instance

Represents an instance of a single, end-to-end approval process.

Approval rule assignee

Represents a single assignee in an approval rule entry.

Approval rule

Represents a single rule in an approval rule set.

Approval matrix

Specifies user approval levels and authorized discount percentages.

Approval rule dimension

Represents an approval rule dimension.

Approval rule entry

Represents a single entry in an approval rule.

Reminder

Specifies design time information for process step and subprocess reminders.

Reminder instance

Specifies runtime information for process step and subprocess reminders.

Formula field (approvals)

Represents a formula field used in approval rules.

Conga Custom Approvals is a sophisticated workflow application for standard or custom objects that enables you to create and manage complex approval processes beyond the capabilities built into Salesforce. You can route approval requests to various approvers in series or in parallel and process notifications and actions at each step of the process.

Custom Approvals Management Package

This section lists the objects in the Conga Custom Approvals Management package.

Objects

Purpose of the object

License

Represents a license to enable the custom approval feature.