FAQ: SuiteApprovals
Review the following questions and answers for information about the SuiteApprovals SuiteApp.
Does SuiteApprovals SuiteApp support the saved search filters - Mine - or - Me -?
No, SuiteApprovals doesn’t support these saved search filters because it creates different action owners and may affect which approval rule gets applied.
For more information about action owner, see Viewing Approval History.
How does SuiteApprovals determine if an employee is a valid approver using an email address?
When an employee approves or rejects through email, the SuiteApp uses the following process to check if an employee is a valid approver:
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The SuiteApp looks for employees who match the email address.
Note:The SuiteApp supports multiple employee records with the same email address.
If the first matched employee is an Administrator, the SuiteApp selects that employee and stops there. If that employee isn’t a valid approver, the SuiteApp denies their approve or reject action on the record.
If the first matched employee isn’t an Administrator, the SuiteApp keeps filtering employees.
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The SuiteApp filters the employees using these criteria in the following order:
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Is the employee record active?
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Does the employee have access to NetSuite?
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Does the employee have permission to view the record that requires approval?
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Does the employee have access to the subsidiary of the record that requires approval?
If the filter finds multiple employees, the SuiteApp selects one that matches the Next Approver field in the transaction record.
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If there aren’t any matches, the employee who tried to approve or reject will get an invalid response email.
Can I modify approval rules through CSV import?
No, SuiteApprovals doesn’t let you update approval rules through CSV import. You can edit approval rules through the NetSuite user interface only.
For more information about editing approval rules, see Copying or Editing Approval Rules.
When updating transactions through CSV import, can these transactions be rerouted for approval?
No, the SuiteApp doesn’t support reapprovals if transactions are updated through CSV import, script, or workflow. A transaction can only be processed for reapproval if it’s updated through the NetSuite user interface.