Approval Workflow Configuration
This section provides the workflow and the sequence of actions you must define to enable Approvals.
To configure Approvals, you must establish a sequence of approvals, each step of which enacts predefined rules.
To access Approvals, click the App Launcher icon () and
select Approvals from Shared Apps. You can view the following
tabs.
- Approval System PropertiesAllows administrators to configure the Approvals user interface or Approvals workflows. For more information, see Configuring the Approval System Properties.
- Approval Custom Configs You can use custom approval settings to define specific configurations for any object, including custom objects, in Conga Platform. The object for Custom User feature enables selecting standard or custom object names to define custom assignee expressions. This ensures that approval workflows can be customized for each object, allowing for more precise and automated user assignments based on the object's specific approval requirements. For more information, see Approval Custom Configuration.
- Approval Flows describe how to build the sequence of steps that compose an approval flow. From this screen, you can find and select approval flows for creating, reviewing, or editing approval flows For more information, see Approval Flows .
- Approval Rules describe how to define approval rules. Approval rules are used to associate business objects and entry criteria to determine which assignees are required during the approval workflow. Administrators can create rules for use in child processes. For more information, see Approval Rules .