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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

Conga Product Documentation

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Orchestrate

Process Steps

Managing the Status of a Step with an Approval

When an approval step is used, the completion status of that step is controlled by the approval, rejection, or recall action by an assigned user. If a user approves the step, the step status is set to the status selected in the Approval Status field. If a user rejects the step, the step status is set to the status selected in the Rejection Status field.



If a user recalls the step, the step status is set to the status selected in the Recalled Status field. Make additional changes and resubmit it. A new task is created for the newly submitted approval.



Approvals are only available for the Create Record step type. During process execution, the approval appears on the generated step’s (i.e. Task) view screen. You do not edit the record to access the approval item. The record’s status automatically changes to the appropriate value when the approval item is completed.

The record-locking behavior described below is present when managing the status of a step with approval.

  • Process objects: Editing the record is limited to approvers and administrators. If there are multiple approval steps outstanding, any of the approvers is able to edit.
  • Steps: Editing the status field is blocked, because it is managed by the Orchestrate approval.

To create Approval

  1. Create or edit a step with a Create Record step type.
  2. In the Status Managed By field, select Approval.
  3. In the Step Approval Items section, set the Approval Status field to the status you want to set the step to on approval. This list is populated with Closed Status Values.
  4. Set the Rejection Status to the status you want to set the step to on approval. This list is populated with Closed Status Values..

    • Set the rejection action to Continue for the step to follow a different path on a rejection.
    • Set it to Stop Process for the process to stop on step rejection.
    • Choose Go Back to loop the process back to a prior step or stage. The lookups (Step and Stage) appear when this option is selected. One or the other must be populated when choosing this option.
    Tip: The current (assigned) approver, their manager, or a system administrator can reassign the generated step to another approver.
  6. If the approval request is recalled, the step status is set to the status selected in the Recalled Status field set at step creation. In the example below, it is set to Canceled.


  7. Click Save.
    Note: If you have configured a custom object as a step, a new custom lookup relationship field must be added to your custom object that looks up to the Approval object. The API name of the field must be approval__c. Also, to view the approval items on a custom object's page layout in Classic, a Visualforce page must be created and added to the page layout.

Add Approvals Lightning Component

If you customized your task page layouts or process task page layouts in the Lightning App Builder, you must manually add the Approval Item Lightning component to your Lightning pages.

You can also add a Lightning component to your process object to manage all related approvals. For more information, see Use a Lightning Component to Manage Approvals for a Process Object.

User Guide
Salesforce
Orchestrate

April 28, 2025