Approvals - Apply Approve Button Conditional Logic and Message
Available since version 0.16.2
Overview
Individual approval steps can now be configured to prevent the approval button being used internally in NetSuite unless specific criteria are met. This does not apply to the external email-based approval page.
Configurations
The following demonstrates the process to setup these configurations:
Note: This is only applicable to internal approvers and does not apply to approvers outside on NetSuite. Generally this is used in conjunction with steps that are specifically for internal approvers (with external email alerts disabled) such as accounting or budget approvers that may need to adjust coding or categorization before passing on for approval.
Configuration Fields
The settings for the above are managed with these two fields on the "Approval Process Line" record. Different criteria can be setup for each different line or approver in the approval process.
Show Approve Button Condition
Enter a NetSuite saved search formula in this field to add a conditional filter which determines when the approve button should be shown for internal approvers. If the criteria in this formula is not met, the button within NetSuite will show up disabled. Note that this does not apply to external approval forms currently so this is generally used for internal approvers when the send approval email alert is disabled for the given step.
Approve Button Condition Message
Enter a note to display to the user when viewing the record if the condition to show the approve button is not met. This would generally explain to the user what fields need to be filled out first or any other changes required.