Approvals - Auto Select Process from Rules

Overview

This guide provides a step-by-step walkthrough to auto select an approval process using Netgain Approvals. This enables the ability to perform rule lookups on records to automatically set an approval process when matched fields are changed or when a record is created or saved.

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 > Record Type Configs and select Record Type Configs. View full size
2. Select Edit or New Approvals Record Type Config. View full size
3. Check the Auto Select Process from Rules box. View full size
   
4. Select Save. View full size

Troubleshooting

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