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Approvals for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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Approvals for Salesforce

Submitting for Approvals

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Submitting for Approvals with Attachments

With this API, you can submit an approval request with attachments. Conga Approvals provide the following APIs to submit an approval request with attachments:

submitForApprovalsWithAttachments(String sObjectType, Id sObjectId, Id processId, List attachmentIds)

This API accepts the object type and object ID of the context object, the process ID and the list of attachment IDs as input parameters.

API

Signature

submitForApprovalsWithAttachments

static Boolean submitForApprovalsWithAttachments(String sObjectType, Id sObjectId, Id processId, List attachmentIds)

Request Parameters

Name

Type

Required?

Description

sObjectIdID

Yes

ID of the approval context object.

sObjectTypeString

Yes

Type of the approval context object.

processIdID

Yes

ID of the approval process

attachmentIdsList

Yes

List of attachment IDs

Response Parameter

Name

Type

Description

resultBoolean

Returns true if the API is executed successfully.

Code Sample

/** * Submit given approval context with attachments * @param sObjectType the approval context sobject type * @param sObjectId the approval context sobject identifier * @param processId the id of the approval process * @param attachmentIds list of attachment ids (files or attachments) to include * @return <code>true</code> if successful */ ID agmtId = 'a013l00000vbQaPAAU'; ID processId = 'a0v3l00000Lp9S1AAJ'; List<ID> contentDocIds = new List<ID>{'0693l00000HookC','0693l00000Hoojn','0693l00000Hooji'}; List<ContentVersion> contentVersions = [SELECT Id, VersionNumber, Title, PathOnClient FROM ContentVersion WHERE ContentDocumentId IN :contentDocIds]; List<ID> contentVersIds = new List<ID>(); for (ContentVersion contentVersSO : contentVersions) { contentVersIds.add(contentVersSO.Id); } // submit with attachments Apttus_Approval.ApprovalsWebService.submitForApprovalsWithAttachments('Apttus_APTS_Agreement_c',agmtId,processId,contentVersIds);

submitForApprovalsWithAttachments(String sObjectType, Id sObjectId, Id processId, Map templateFld2NameIdMap)

This API accepts the object type and the object ID of the context object as input parameters.

API

Signature

submitForApprovalsWithAttachments

static Boolean submitForApprovalsWithAttachments(String sObjectType, Id sObjectId, Id processId, Map templateFld2NameIdMap)

Request Parameters

Name

Type

Required?

Description

sObjectIdID

Yes

ID of the approval context object.

sObjectTypeString

Yes

Type of the approval context object.

processIdID

Yes

ID of the approval process

templateFld2NameIdMapMap

Yes

Map of process instance template field names and template names

Response Parameter

Name

Type

Description

resultBoolean

Returns true if the API is executed successfully.

API Guide
Salesforce
Approvals

February 11, 2025