Approvals - Setup Rule to Trigger Approval Process on All Records

Overview 

This guide provides a step-by-step walkthrough to trigger approval processes on all records using Netgain Approvals. Multiple rules can be defined for an approval process, and if any of the conditions for these rules are met, the approval process will be triggered automatically for the transaction.

PrerequisitesHave 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.
  2. Select View.
  3. Select Rules.
  4. Select Edit or New Approval Rule.
  5. Select Name and enter a name for the Approval Rule.
  6. (Optional) Select Rule Description and enter a description to describe the rule.
  7. Select Save.

Troubleshooting 

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


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