Support for Conga Approvals from Communities

Approvals are now supported for Partner Managed Quotes and Contracts using Salesforce Communities. Your channel partners can not only create quotes and contracts, but can also access all the approval functions that are available to your internal employees. For a community page setup, enable the following functions as community user:

Preview Overall from Cart
Return to Cart from Cart Preview Page
Preview Overall from Quote Header
Line Item Preview from Cart
Submit for Approval from Cart Preview
Return to Quote from Cart Submit for Approval confirmation page
Submit for Approval from Quote Preview Page
Return to Quote from Submit for Approval from Quote Header Preview page
Approvals History page from Quote Header for Submitted Quote
My Approvals Page (When no approvals needed)
My Approvals Page (When approvals needed)
Approve from My Approvals Page
Reject from My Approvals Page
Take Queue Ownership from My Approvals Page
Cancel Submitted Approval as community user

To provide access to a community user

Assign all Approval packages to the community user.
Create a permission set for the community users.
Assign Apex page/class access to the permission set for community users.
Manage user assignments for the community user.
Provide fields and object level permissions.
Set objects' field-level accessibility by profile: Hidden, Visible, or Editable
Go to Object > Page layouts > Page Layout assignment. Associate profiles to the layout.
Go to Permission set > Object Setting, and provide create, read, edit, and delete permissions for the community user.
Go to Permission Set > Object Settings > Proposals and assign permissions to the Configure Products (Approvals) link or button.

Tip:
If any error pertaining to account locations' read permissions appears, go to Object Settings > Account Locations and provide all four create, read, edit, and delete permissions.
Go to Setup > All Communities > Administration > Settings and make the tabs visible to your community user.

Troubleshooting

Condition

Errors you may face during approvals community setup:

After clicking the Configure Products (Approvals) button, Error: SObject row was retrieved via SOQL without querying the requested field: Apttus_Proposal_Proposalc.Apttus_QPConfigLocationId_c.

You might have missed point 9.

After clicking the Configure Products (Approvals) button, Error: Assigned to: Assigned To ID: Owner

Go to Custom Settings > Config System Properties > Assign Admin User

When you click Submit For Approvals, Error: Backup Admin Not Assigned error appears

Go to Setup > Custom Settings > Approvals Custom Config > Click ProductConfiguration__c > Backup Admin User and provide a Backup Admin user name.

To configure buttons and fields for approvals in communities

You have set Apex class, object, and VF page permissions for community users.

Go to the Approval object and create a custom field for approval actions with the formula data type.
The formula field for the custom field remains the same as the approval action's formula field except for the hyperlink.
Add the site prefix for the community setting to the hyperlink. For example, "/developer/Apttus_Approval__ApprovalRequestEscalate?id="&Id,"Escalate","_top", where "developer" is the site prefix for the community org.
Add the custom fields to the page layout of the pages the community user has access to.

After you add the button to the community page layout, the button is visible to community user with access to the page.

For each community page that has a hyperlink, configure separate custom buttons and fields for the community and associate the site prefix in the hyperlink of the custom button or field.

Conga Product Documentation

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