Approvals - Lock Records Mid-Approval

Overview 

This guide provides a step-by-step walkthrough to locking records mid-approval using Netgain Approvals. This grants the ability to lock the record while it is moving through the approval process. Note that this requires the record locking workflow to be deployed and actively running on this record type.

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 Record Locking.
   View full size
4. Check the Lock Record Mid-Approval 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.