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Approvals for Salesforce

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Adobe Sign ServicesAgreementsAiMeAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)ContractsContracts for SalesforceContribution Management SystemCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery 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 SalesforcePrice ManagementPrice OptimizationPricing Solution SuiteQuote GenerationReal Time Pricing EngineSign for Advantage PlatformSign for SalesforceSmart CPQSmart SearchSubscriptionsTest AuthorTransportation and LogisticsTurboEnginesX-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 Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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Approvals for Salesforce

Delegate Approver for an Approver

Backup Approver Search Page Configuration

The Backup Approver Search page provided as part of the Approvals package is a custom Visualforce page that must be linked to selecting a backup user. This enhancement directs you to the correct backup approver page from the user detail record, as well as when you create new backup approvers or edit existing backup approvers from the Backup Approvals tab.

Clicking the Backup User link () in the Backup Approver Details page raises a Backup User Search page.

To configure backup approver search pages

  1. Select the Backup Approvers tab or click All tabs and select Backup/Delegate Approvers.
    Tip: If the backup approvers custom link has been added, you can also complete this task from Administration Setup > Manage Users > Users and select the user you want to assign a backup approver to.
  2. Click New to display the Backup Approver Edit page or click Edit for an existing backup approver to display the same page.
  3. Make sure the Current User field is populated and click the Backup User link ().
This raises a backup user search page where you can search and select a valid backup user by name.

To configure actions for Backup Approver Search page

  1. Build > Create > Objects > Backup Approver
  2. Go to Standard Buttons and Links and click Edit beside New.
  3. Select Visualforce Page and then BackupApprover [Apttus_Approval__BackupApprover].
  4. Click Save.
  5. Repeat Steps 1 to 3 for the Edit action.
The Backup User link () now takes you to the custom Visualforce page (Backup User Search). For existing records, remove the Backup/Delegate User field from the Backup Approver layout.
User Guide
Approvals

November 2, 2026