Approvals - Configure Send Email Review Workflow Step for Transaction Workflow

Overview

This guide provides a step-by-step walkthrough to configure the Send Email Review step of the transaction 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 Send Review Email field. View full size
4. Select New Action. View full size
5. Select Approvals - Send Email (With Link) (Custom). View full size
6. Navigate to the Email Template ID row and select Approvals - Review Transaction from the Value column dropdown. View full size
7. Navigate to the Approvals App Script Deployment row and select Honey Approvals Login from the Value column dropdown. View full size
8. Navigate to the Email Sender (Employee) row and select an employee from the Value column dropdown. View full size
9. Navigate to the Template Merge Transaction ID row and select Current Record from the Value column dropdown. View full size
10. Check the Include Access Link box. View full size
11. Check the Include Transaction PDF box. View full size
12. Check the Include Transaction Attachments box. View full size
13. OPTIONAL and NOT OFTEN RECOMMENDED - Check the Save Email on Transaction/Record box. View full size NOTE - This is not often recommended due to the fact that if the approval email is saved on the record, any role that has permissions to see emails on the record would be able to approve.
14. Select Save. View full size

Troubleshooting

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