The following approval email notification templates are available as a part of the standard Approvals Management package. These are generic email notification templates that can be used for approvals on any standard or custom objects without any change. However, these notification templates can be customized as needed. Clone these templates if you want to customize your own template.


SampleComponent TypeDescription

Apttus My Approvals Notification (Assignment)

Visualforce Email TemplateThis template is used to notify users they must decide on an approval request.

Apttus My Approvals Notification (Reassignment)

Visualforce Email TemplateThis template is used to notify users that an approval request task initially assigned to them has been reassigned to someone else.

Apttus My Approvals Notification (Escalation)

Visualforce Email TemplateThis template is used for auto-escalation. Configuration is required to activate this feature.

Apttus My Approvals Notification (Cancellation)

Visualforce Email TemplateThis template is used to notify users that an approval request has been cancelled.

Apttus My Approvals Notification (Notify Only)

Visualforce Email TemplateThis template is used to notify users only.
Apttus My Approvals Notification (Reminder)Visualforce Email TemplateThis template is used to send reminder emails.


APTS_ApprovalConfig

The following example shows APTS_ApprovalConfig, with template overrides for each template type and for some of the objects which can be associated with Intelligent Approvals: Opportunities, Agreements Term Exceptions, Quote/Proposals, and Quote Line Items.

The numbers indicate how the templates in APTS_ApprovalConfig map to the fields used to select the templates when creating your intelligent approval process.