Approvals - Setup Auto Approve Formula

Overview 

This guide provides a step-by-step walkthrough to setup an auto-approve formula using Netgain Approvals. This allows for entry of a formula which returns a true or false value. If the value is true, the record will be auto-approved when it is submitted for approval and all steps will be skipped.

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 Actions. View full size
4. Select Auto Approve Formula and enter a formula. View full size
5. Select Save.
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Troubleshooting 

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