Approvals - Deploy Record Lock Workflow

Overview

This guide provides a step-by-step walkthrough to deploy the record lock workflow for Netgain Approvals.

Prerequisites: Must be logged in as an administrator in the NetSuite account and have copied the workflows installed with the bundle.

Step by Step Process 

1. Navigate to Customization > Workflow and select Workflows. View full size
2. Select Edit next to the copy of the Approvals - Transaction (Template) workflow created here. View full size
3. Select the pencil (Edit) icon. View full size
4. Navigate to the Sub Types field and select one or multiple records. View full size
5. Navigate to the Release Status dropdown and select Released. View full size
6. Select Save. View full size

Troubleshooting

If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.