Conga Product Documentation

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To create an approval policy

  1. Go to the Approval Rule Dimensions tab and create a dimension.
  2. Go to the Approval Rules tab and create a rule. Create a rule and select Unanimous, Majority, Quorum, or Percent from the Approval Policy list. If you select Percent, an additional field is provided for entering the percentage threshold for requests to reach an Approved approval status. If you select Quorum, two additional fields are displayed:
    • Approval Count for entering the number of approval requests required to set the approval status to Approved.
    • Continue Policy Approval on a Reject check box enables you to let approvers continue to decide after the designated number of approvers has approved or rejected an approval request.


  3. Go to the Approval Process tab and create a process. When you create an approval step in Step 4: Select Assigned Approvers, select Subprocess from Assignee Type and select the approval rule created earlier from Assignee Value.
The approval process is in place to make use of the policy the next time an approval request is initiated for an object that meets the entry criteria.