This topic contains 7 replies, has 0 voices, and was last updated by k_dunc 8 years, 5 months ago.

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  • #9812

    fbarriga

    I have an approval workflow that I need the field to have 2 users selection instead of one user. How can Modify this to show 2 users from the selection. Do I need a formula?
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  • #9813

    fbarriga
  • #9814

    al3xicon

    Is Next Approver a multiselect field? You can only set multiple values on multiselect fields – I think that is a simple list/record field. If you cannot select multiple values in the UI, then you won’t be able to do it via workflow.

  • #9815

    fbarriga

    The “Next Approver” field is not a multi select field.

  • #9816

    k_dunc

    Can you create your own ‘Next Approver’ field, such that there’s two of them on the form, then you have 2 next approvers that your Workflow can then work with? Is there an order of whom approves first / second, or can both people approve, and it’s simply whomever gets to it first? If that’s the case, then having 2 Next Approver fields could still do the trick. You could still email both people and allow both of them access to approve / decline the transaction.

  • #9817

    j.j

    the issue is next approver is a system field and if someone is defined as a next approver he will be able to approve from Employee center role also. If we do not use the Next approver field than the approving will be possible with full access/standard users only and employee center approvals will not work.

  • #9818

    carl.billings

    You need to share the use case for what youre doing. If you want approvers in series you can use that single field and a workflow field to store / track changes. if you want 2 approvers at the same time (meaning Ted and Bill could approve whether or not the other has) you need to say so.

  • #9819

    k_dunc

    From the Employee Centre, you should still be able to approve a record even if you’re not using the standard NetSuite “Next Approver” field. It’s not so simple, but it’s clearly possible. For instance, if you have 2 ‘next approver’ fields, you’d need to add extra Actions in your Workflow to “Lock Record” if you’re not one of the approvers, and you’d also need to add extra permissions to an “Approve” button etc. You’ll also probably need to create a Saved Search for a List View or Dashboard, showing all records where ‘you’ are one of the Next Approvers.


    hendricksmd replied on 07/19/2016, 10:54 AM: Yep, this is how to do it. I’ve abandoned the native "approve purchase requests" page in the employee center and published a saved search instead. I believe @fbarigga is trying to allow two employees to approve at one stage similar to a proxy approver. so you can do this with a custom "next approver" field. If its like my company though, we have many levels of approval based on $ and which department the PO is for and there’s not always a clear way to manage two approvers at each stage. I ended up writing a suitelet script that lets admins update the next approver on POs around if someone’s out of office.

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