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Approvals Features List
| Releasem Added/Modified | Feature |
|---|---|
| 13.300 (May '22) | New Navigation Chevrons for Approval Process Definition and Step Setup |
| Storing Attachments in the Approval Request Object | |
| 12.286 (December '21) | Process Visual Page for Approval Process Views |
New SOAP and REST APIs for User Actions | |
Creating a Runtime Adhoc Approval Process DTO | |
Additional New REST APIs for Adhoc Approval Process SOAP API Equivalents | |
| 12.256 (Summer '21) | New Conga Approvals REST APIs introduced |
| New cancelApprovalsWithComments SOAP API | |
Email Notification Enhancement for Bulk Approval API | |
Enhanced UI for My Approval and Preview and Submit Approval pages | |
| 12.221 (Spring 2021) | API to Submit Approval Requests with Attachments |
| API to Submit Approval Requests with Attachments and Comments | |
| Status Updates for Approval Requests submitted in Asynchronous Mode | |
| Conga User Experience Analysis | |
| Delegate/Backup Approver Name Displayed on Preview Approval Screen | |
| Performance Enhancements for Approval Actions | |
| 11.191 ( Winter 2020) | Approval Center |
| System Property to Submit Approval Requests in Asynchronous Mode | |
| Deprecated: Sync Submit Request Threshold System Property | |
| 11.161 (Summer 2020) | Ability to Submit Approvals Asynchronously |
| Ability to Approve or Reject Approvals Asynchronously | |
| APIs to Submit and Cancel Approval Requests in Bulk | |
| API to Submit Approvals Aynschronously | |
| Attachments sent as Deep Links | |
| Ability to use Org Wide Email Address to Send Approval Emails | |
| Approval Sequence on My Approval UI | |
| Send Specific Document Versions of Agreements for Approval | |
| 11.115 (Spring 20) | Support for Grouping Multiple Documents Across Multiple Agreement Records |
New Submit for Approvals With Comments API | |
Character Limit Increased for Approval Search Filters | |
Character Limit Increased for Step Auto Reapproval Criteria. | |
Scalability Improvements | |
| 10.77 (Winter 19) | Setting Up an Adhoc Approval Process From The Admin Page |
Setting Up an Adhoc Approval Process in Runtime | |
Carbon Copy (CC) for Each Approval Step | |
Creating Multiple Entries for Backup/Delegate Records | |
Removing Adhoc Approver from the My Approvals Page | |
New APIs for Setting Up Adhoc Approval Process in Runtime | |
| New APIs for Adding Comments and Attachments to Existing Adhoc Approval Process in Runtime | |
| Cancellation Email Sent for Approved or Notified Requests | |
| 10.46 (Summer 19) | Reassigning an Approval Request to User Group, Queue or Role |
Setting Up a Backup or Delegate for Out-Of-Office | |
Ability to Auto-Complete Standard Approval Steps and Sub Process Steps | |
Ability to Make Comments Mandatory or Optional for Submission, Approval, and Rejection Action | |
Tool Tip Help Text for Backup Delegate Page | |
Ability to set up multiple entries of reminders and consolidation of emails | |
Ability to configure and support Reminder email template | |
Email Validation for Approval Comment Mandatory and Rejection Comment Mandatory | |
| 9.16 (Winter 18) | Ability to Optionally Skip Unresolved Approver from the List of Sequential Approvers |
| 9.11 (Summer 18) | Support for Limiting a Certain User or Group of Users to be Added as an Adhoc or Additional Approver and Custom Query Callbacks for Reassigning and Adding Approver on the My Approvals Page |
| 9.4 (Spring 18 SP1) | Support Added for Shield Encryption |
| 9.1 (Spring 18) | Support Added for Salesforce Files in Lightning Mode |
| Apttus Intelligent Workflow and Approvals Now Available on Salesforce Lightning | |
| 8.409 (Winter 17) | Attaching documents while submitting Approval Requests |
| 8.388 (August 16) | Cloning Header and Line Item Approval Status |
| 8.382 (May 16) | Delegate Approver Enhancements |
| 7.372 (March 16) | Enable Resubmission |
| Auto-escalation Enhancements | |
| 7.361 (November 15 SP1) | Approvals and Preview Page Enhancements |
| Approval Requests Scalability Enhancements | |
| Clone Quote with its existing configuration | |
| 7.359 (August 15) | Consolidation Behavior |
| Configuring Advanced Approvals for Agreement and related Objects | |
| 7.334 (May 15) | Approval Policy Enhancements |
| Consolidated Notification Enhancements | |
| Submitting with Attachments | |
| Enabling/Disabling Ad Hoc Approver Capability | |
| Reassigning an Approval Request | |
| Delegate Approver | |
| 7.294 (February 15) | Related User Assignee Backward Compatibility Support |
| Adding an Ad Hoc Approver | |
| My Approvals Page Enhancements | |
| 7.1 (November 14) | Enhancement for Approval History and Comments of an Approval Request |
| Support for Approvals from Communities | |
| Consolidated Approvals for CPQ | |
| CPQ Cart Approvals Preview from Quote | |
| Header and Line Item Approval with Line Item Preview | |
| 6.5 (Summer 13) | Sub-Process Rule-based Approvals |
| Auto Escalation |