Approvals - Setup Approval Process Condition

Overview 

This guide provides a step-by-step walkthrough to creating an approval process condition using Netgain Approvals. A process condition is a validation mechanism that ensures certain fields are completed before submitting a process for approval. These fields may not be mandatory for saving the process, like a purchase order, but must be filled out for submission. It provides a simple way to enforce validation, allowing users to save incomplete records but requiring specific fields for approval. The condition can trigger a message if required fields aren’t met, ensuring proper completion before submission. The formulas used can be similar to any saved search formula.

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 and select Approval Processes. View full size
2. Select Edit. View full size
3. Select Settings. View full size
4. Select Process Condition and enter a Process Condition. 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.