You can submit an agreement for approval using the follow-up action from the lookup agreements workflow. Max uses Conga Intelligent Workflow Approvals application to manage approval flows. To configure an approval process for Agreements, refer to Creating Approvals Processes.

Max displays a Submit for Approval button as a follow-up action on agreements. You can also add comments to your approval request. Max submits the approval request along with your comments to the approved defined in the approval process. 

Sending an Agreement for Approval

The following table represents the conversational flow for sending an agreement for Approval. 

User

Max

Description

After Max displays the agreement, click Submit for Approval.

Max displays a preview of your approval request and asks if you are ready to submit the approval request.

If multiple approvals are required, Max displays all required approvals. 

For a lookup query with multiple agreements, Max first asks you to select an agreement to submit for approval.

Click Add Comments.

Max: What would you like the comment to be? 

User: Need approval by Monday.

Max: Comment saved successfully!

Max displays a preview of your approval request along with your comment.

For agreements with multiple approval steps, Max asks you to select an approval step to add comments.

You can also add additional comments by clicking Add Comments again.


Click Go Ahead.

Max: All set! I have submitted your agreement for approval. Here is the link(s): 00100

Max displays a preview of the approval request.

Max submits the approval request to the approver defined in the approval process.