Approval Custom Configurations

This section describes defining a set of configurations for any object, including custom objects, in the Conga Platform.

To create an approval custom config

Go to Shared Apps > Approvals > Approval Custom Configs.
Click Create to add a custom object.
Search for a custom object name in the Custom Object Name field.
Click Create. The newly created custom object setting entry appears in the Custom Object List.
Click the custom object name from the Custom Object List. A set of configurations appears.

Enter or select the following configurations:


Configuration	Description
Object for Custom User	Allows selecting standard or custom object names to define custom assignee expressions. This ensures that approval workflows can be customized for each object, allowing for more precise and automated user assignments based on the object's specific approval requirements. The names of the selected objects appear in the Object dropdown when defining custom assignee expressions.
Display a Simpler View of Request Detail	Allows controlling the visibility of the Sequence, Sub-sequence, Delegate Approver, Approval Details, and Approval Dependency fields in the Preview and My Approvals windows. Enabling this toggle hides these fields.
Approval Status Field	Allows selecting a picklist field on the custom object to act as the ApprovalStatus or ApprovalIndicator field. To learn how to create a custom object, add a field to it, and assign a picklist field, see Managing Application Schemas. Note: This applies only to custom objects. Ensure the field is not left blank, as the Approval Process depends on it. For example, for a custom object "Sample Object_c", if you want the "Approval Indicator" field to display the approval status of the object, you can create a new Custom Object Setting for this custom object. Once created, click on the custom object from the list and, under Approval Status Field option, search for and select the Approval Indicator field.

Open the Approval Custom Configs tab as described in To create an approval custom config.
Click the name of the custom object.
- Object for Custom User: Select the names of standard or custom objects to add or remove from the pull-down. To add an object, click the box next to it in the pull-down menu. To delete an object, click the object count indicator at the right of the drop-down menu box and click the X adjacent to the undesired object.
- Approval Status Field: To delete a field, click the X icon. To assign a new field, search for and select the desired field.
Select Discard Changes to cancel any modifications.
Click Save to apply the updated settings.

Open the Approval Custom Configs tab as described in To create an approval custom config.
Find the custom object name in the Custom Object column.
Click the trash-can () icon adjacent to the custom object.
A confirmation popup appears. Click Delete.