Approvals - Auto-Submit for Approval
Overview
This guide provides a step-by-step walkthrough to auto-submit records for approval using Netgain Approvals. When checked, there will be an automatic attempt to start the approval process as soon as a value is selected in the Approval Processes drop down field and the record is saved. For custom record types, this will also create the Approval record.
Prerequisites: Have purchased and installed the Netgain Approvals bundle and have NetSuite admin access.
Step by Step Process
- In the top right corner, navigate to ... > Approvals > Configs and select Approval Processes.
- Select Edit.
- Select Settings.
- Check the Auto-Submit for Approval box.
- Select Save.
Asynchronous Auto-Submit
In rare cases when using auto-submit it may be necessary for compatibility with other scripts running on the account to force the record to be submitted with a delay of a few moments by a background script rather than immediately when the user saves the record. In order to turn this feature on, check the "Auto-Submit Asynchronously" box under the settings tab in addition to the "Auto-Submit for Approval" option.
When a record is saved with a value set in the Approval Process field, after saving they will see a banner indicating the record is about to be automatically submitted. The banner will disappear once the system has submitted the record for approval.
Troubleshooting
If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.