Approvals - Auto-Submit for Approval

Overview 

This guide provides a step-by-step walkthrough to auto-submit records for approval using Netgain Approvals. When checked, there will be an automatic attempt to start the approval process as soon as a value is selected in the Approval Processes drop down field and the record is saved. For custom record types, this will also create the Approval record.

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. Check the Auto-Submit for Approval box. View full size
5. Select Save. View full size

NOTE - If a delay is needed to allow scripts to run before auto-submission, please review this article.

Troubleshooting 

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