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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

Approval Functional End User Workflow

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Setting Up an Ad Hoc Approval Process in Runtime

You can create and modify an ad hoc approval process in runtime. You can preview and save all approval requests with comments and attachments. You can also configure ad hoc approvers - parallel or sequential. Save and preview them all at the same time on the Preview Submit Approval page. You can preview and submit approvals for complex processes.

To configure ad hoc approvers from runtime

  1. From the Agreement or Quote record, click the Preview and Submit Approvals button.
    The Preview Submit Approval page appears.
  2. Click Create Adhoc Process. If you have a rule based approval process and want to switch to ad hoc approval process, on the confirmation pop-up dialog, click Yes.
    The Ad hoc Process Runtime page appears.
  3. In the Ad hoc Approval Group section, type a Group Name.
  4. From Assignees, select an Assignee Type.
    The available assignee types are:
    • User
    • Role
    • Queue
  5. Search and select an Assignee.
  6. To send email notification to the selected assignee, set the Send Email flag to true.
  7. To add more assignees to the group, click the Add icon next to Sequence.
  8. To add more groups, select the Add icon on the extreme right of the Assignee section.
  9. Click Save.
  10. To add process level comment, click Add Comment.
  11. To add attachment for the process, click Add Attachments.
  12. To submit all ad hoc approval request, from the Preview Submit Approval page, click Submit.
You can preview all these changes on the Preview Submit Approval page.
User Guide
Approvals

February 11, 2025