Approvals - Bypass Record Locking Roles (Mid-Approval)
Overview
This guide provides a step-by-step walkthrough to bypass record locking by granting roles bypass permissions while mid-approval using Netgain Approvals. Select roles for which record locking should not be applied. This can also be set on an individual approval process line level. Note that the record locking workflow must be setup to respect this setting.
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 Record Locking.
- Select one or multiple roles from the Bypass Record Locking Roles (Mid-Approval) box.
- Select Save.
Troubleshooting
If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.