Approvals - Setup Multi-Match Message

Overview

This guide provides a step-by-step walkthrough to setup a message to display when a record meets multiple approval process rules using Netgain Approvals. This enables the ability to show a warning message on the transaction if multiple approval processes were matched with the approval process assignment rules. A comma separated list of rule names can be included in the message using the tag {ruleNames}.

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 Show Multi-Match Message box. View full size
4. Select Rules Multi-Match Custom Message and enter text. 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.