Approvals - Configure Handle Fully Approved Workflow Step

This guide provides a step-by-step walkthrough to configure the Handle Fully Approved step of the transaction workflow for Netgain Approvals.

Prerequisites: Must be logged in as an administrator in the NetSuite account and have copied the workflows installed with the bundle.

Navigate to Customization > Workflow and select Workflows.
Select Edit next to the copy of the Approvals - Transaction (Template) workflow created here.
Select Handle Fully Approved field.
Select New Action.
Select Send Email.
Navigate to the Sender field and select an employee from the dropdown.
Select the From Field.
Navigate to the Record (Join Field) and select Approvals Originator from the dropdown.
Navigate to the Field field and select Email from the dropdown.
Navigate to the Template field and select Approvals - Approved Alert from the dropdown.
Select Save.

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

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