home

CLM for Advantage Platform

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)Conga CopilotCPQ 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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

CLM for Advantage Platform

Use Case for Approvals

download

Creating an Approval Rule

An administrator must configure an approval rule to associate business objects (for example, Contract Line Item, Contract Clause), and entry criteria to determine which assignees are required during the approval workflow. For more information, refer to Approval Rules
  1. Click Shared Apps and access approval rules by clicking the Approvals icon () and then clicking the Approval Rules tab in the left navigation panel.
  2. Click Create at the top right to raise the New Approval Rule window.
  3. Enter the following details.
    ObjectRequired Action
    Contract Line Item
    • Enter LineItemRule_1 as the name for the rule in the Name field.
    • Select Contract Line Item from the Business Object drop-down menu.
    • Select Condition from the Rule Type drop-down menu.
    • Enter 1 in the Sequence field.
    • Select Unanimous from the Approval Policy drop-down menu to ensure all reviewers approve.
    • (Optional) Enter a description of the rule.
    Contract Clause
    • Enter ContractClause_1 as the name for the rule in the Name field.
    • Select Contract Clause from the Business Object drop-down menu.
    • Select Condition from the Rule Type drop-down menu.
    • Enter 1 in the Sequence field.
    • Select Unanimous from the Approval Policy drop-down menu to ensure all reviewers approve.
    • (Optional) Enter a description of the rule.
  4. Add rule criteria in the "Rule Criteria" section. Select the field and expressions to use as entry criteria for submitting the contract record for approval.
    ObjectRequired Action
    Contract Line Item
    • Select Quantity from the Field Name drop-down list.
    • Select Greater Than from the Operator drop-down list.
    • Enter 100 in the Value field.
    Contract Clause
    • Select Action from the Field Name drop-down list.
    • Select Equals from the Operator drop-down list.
    • Select Modified from the Value drop-down list.
  5. Click Add Criteria to create additional rule criteria.
    ObjectRequired Action
    Contract Line Item
    • Select Approval Indicator from the Field Name drop-down list.
    • Select Not Equal To from the Operator drop-down list.
    • Select Approved from the Value drop-down list.
    Contract Clause
    • Select Approval Indicator from the Field Name drop-down list.
    • Select Not Equal To from the Operator drop-down list.
    • Select Approved from the Value drop-down list.
  6. When you have updated the rule conditions as desired, click Save.
  7. Go to the Rule entries tab. This raises an active diagram interface showing the order of steps.
    1. For a new rule entry, click in the main box to open the Rule Entry panel on the right.
    2. Enter the sequence number in the Sequence field to determine the order in which the rules are executed.
    3. Next, select an assignee for the rule. Select an approver type (User, Custom User, Related User, Queue, Custom Queue, or User Role that must approve), and the appropriate approver.
    4. Set the Approval Settings toggle (Auto-Complete, Notify Only, Send Email, Skip Assignee) as required.
  8. After you have entered all the details, click Activate on the Details tab.
An approval rule is created for the contract line item, contract clause.
The administrator must configure an approval flow.
Conga

September 8, 2025