These custom settings are used to set the default pages, templates, and backup admin user for the system. The same settings are used for each business context object (Agreement, Opportunity, Quote, etc...) that you are using with Intelligent Approvals.

SettingDescription
Approval Context Type

The approval context type associated with the process for the object. The valid values are:

  • Single
  • Multiple
Approval Group Status FieldThe API name of the approval group status field. Only applicable to custom context objects. If not specified, defaults to "Approval_Group_Status__c".
Backup Admin UserAs well as the global backup admin user that is designated via the Approvals System Properties, you can also use this setting to designate a backup admin user for each context object. If you do not select a user here, the global backup admin user will be used. For more details, see Setting up the Backup Administrator.
My Approvals PageName of the My Approvals page used for showing consolidated approval requests.
Approval Summary PageThis is the default summary page for the context object and overrides the global default page. Approval summary pages contain the information and action items that enable a record to be reviewed and approval actions to be taken. The default summary pages provide sufficient information for agreements, opportunities, quote/proposals, proposal line items, and term exceptions; however, you can create a custom page and reference it here.
Preview PageName of the Preview page used for showing consolidated approval requests preview.
Assignment Email Template

This is the default email template used to send notifications when an approval request is submitted. This is the global default if not overridden for the approval process. For more details on templates, see Setting up Email Templates and Alerts.

This is a mandatory field. This field cannot be left blank.

Reassignment Email Template

This is the default email template used to send notifications when an approval request is reassigned. This is the global default if not overridden for the approval process. For more details on templates, see Setting up Email Templates and Alerts.

This is a mandatory field. This field cannot be left blank.

Escalation Email Template

This is the default email template used to send notifications when an approval request is escalated. This is the global default if not overridden for the approval process. For more details on templates, see Setting up Email Templates and Alerts.

This is a mandatory field. This field cannot be left blank.

NotifyOnly Email Template

This is the default email template used to send notifications when a notify only process step is executed. This is the global default if not overridden for the approval process. For more details on templates, see Setting up Email Templates and Alerts.

This is a mandatory field. This field cannot be left blank.

Cancellation Email Template

This is the default email template used to send notifications when an approval request is cancelled. This is the global default if not overridden for the approval process. For more details on templates, see Setting up Email Templates and Alerts.

This is a mandatory field. This field cannot be left blank.

Reminder Email TemplateThis is the default email template used to send notifications when an approval request needs a reminder.
Enable Adhoc ApprovalIndicates whether Adhoc Approval is enabled for this object.
Approval Status FieldThe API name of the approval status field. Only applicable to custom context objects. This is for using custom objects with Intelligent Workflow Approvals where the Approval Status field needs to be displayed on the custom object records. If not specified, defaults to "Approval_Status__c". It is not used for standard supported objects.
Use Files Instead of Notes & AttachmentsWhen selected, the approvals engine queries all attachments from Files instead of Notes & Attachments. For example, you create a quote and attach a file at the Quote level. You must select this flag on the Proposal object.
Parent Reference FieldParent object reference.
Child Object TypesThe list of child object types associated with the approval process for the parent object. This list is automatically maintained by the application.
Child Object Types2The list of child object types associated with the approval process for the parent object. This list is automatically maintained by the application.
Include Child Obj Attachments For SubmitIndicates whether or not to include attachments associated with the current context object's children in the attachment selection screen when submitting for approval.
Show All Document Version Details

Select this setting to view all the agreement versions from the document version related list. If you do not select it, only the latest version of the agreement is available. By default, the setting is set to false.