Approvals - Configure Handle Step Reject Workflow Step

Overview

This guide provides a step-by-step walkthrough to configure the Handle Step Reject step of the transaction workflow for Netgain Approvals.

Prerequisites: Must be logged in as an administrator in the NetSuite account and have copied the workflows installed with the bundle.

Step by Step Process 

1. Navigate to Customization > Workflow and select Workflows. View full size
2. Select Edit next to the copy of the Approvals - Transaction (Template) workflow created here. View full size
3. Select Handle Step Reject field. View full size
4. Select New Action. View full size
5. Select Send Email. View full size
6. Navigate to the Sender field and select an employee from the dropdown. View full size
7. Select the From Field. View full size
8. Navigate to the Record (Join Field) and select Approvals Originator from the dropdown.
   View full size
9. Navigate to the Field field and select Email from the dropdown. View full size
10. Navigate to the Template field and select Approvals - Rejected Alert from the dropdown.
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11. Select Save. View full size

Troubleshooting

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