Approvals - Create a New Approval Process

Overview 

This guide provides a step-by-step walkthrough to create a new approval process using Netgain Approvals.

.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 > Approval Processes > New and select New. View full size
2. Select Name and create a name for the new approval process. View full size
3. Select Record Type Select and select the record type the approval process should apply to from the dropdown. View full size
4. Select Save View full size

Troubleshooting 

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