Approvals - Remove Originator from Approval Steps on an Approval Process

Overview 

This guide provides a step-by-step walkthrough to remove the originator from an approval process using Netgain Approvals. This removes the approval originator (more generally the person who submitted the record for approval) from any approval steps where they are the approver themselves. 

NOTE - A guide on how to remove the originator from approval steps globally can be found here.

Prerequisites: Have purchased and installed the Netgain Approvals bundle and have NetSuite admin access.

Step by Step Process 

1. In the top right corner, navigate to ... > Approvals > Configs and select Approval Processes. View full size
2. Select Edit. View full size
3. Select Settings. View full size
4. Check the Remove Originator from Approval Steps box. View full size
5. Select Save. View full size

Troubleshooting 

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