Approvals - Email Alert Workflow Configuration

Overview

This guide provides a step-by-step walkthrough of each of the steps needed to copy and configure the workflows that are installed with Netgain Approvals. This has been broken into separate guides that are linked below.

Prerequisites: Must be logged in as an administrator in the NetSuite account.

Step by Step Process 

  1. Copy email alert workflows.
    NOTE - These workflows are locked upon bundle install and must be copied to be edited. If they are not copied, any future bundle updates will reset workflows to default.
  2. Configure the Send Review Email step of the transaction workflow.
    NOTE - If vendors need to approve vendor bills and the approval process for vendors differs from the configuration of the transaction workflow the Send Review Email step of the vendor workflow should be used instead.
  3. Configure the Handle Step Reject step of the transaction workflow.
  4. Configure Handle Fully Approved step of the transaction workflow.
  5. Deploy Email Alert Workflow.
  6. If using the record lock feature, deploy record lock workflow.

Troubleshooting

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

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