Version: eXtendWebApproval 1.0.9
Audience: Administrator

Overview

This article guides you through the configuration for eXtendWebApprovals, covering three main configuration groups: General Configuration, Field IDs Configuration, and Mail and Public URL Configuration.

Prerequisites

Before configuring eXtendWebApprovals, ensure you have:

  • Administrator access to your NetSuite account
  • OAUTH Token ID and Secret (if not already generated)
  • Company logo in PNG format (optional)

Configuration

To begin the configuration process:

  1. Navigate to eXtendTech → eXtendWebApprovals → Setup.
  2. You will find three configuration groups to complete.

General Configuration

  1. OAUTH TOKEN ID: Enter the OAUTH Token ID. For details on generating a new access token, see Generating a new Access Token.
  2. OAUTH TOKEN SECRET: Enter the OAUTH Token Secret. Refer to the same link above for generation instructions.
  3. SUB DOMAIN: Specify the subdomain for creating external WebApproval URLs. Note: If this field is disabled and already populated, you may have another eXtendTech application sharing the same subdomain.
  4. CONCURRENT THREADS: Set the maximum number of concurrent requests eXtendWebApprovals can submit to your NetSuite account. This determines the maximum number of simultaneous URL hits from multiple users against your approval URLs.

Field IDs Configuration

This section allows you to configure eXtendWebApprovals to use custom fields instead of the default fields included in the bundle. eXtendTech recommends using the pre-populated defaults as they are already configured for use with other bundle components.

Field details:

  1. GENERATE PUBLIC URL: Transaction body field (Check Box) to determine whether to generate WebApprovals URLs.
  2. APPROVAL ID: Transaction body field (Free-Form Text) to save a unique code for generating WebApprovals URLs.
  3. APPROVED: Transaction body field (Check Box) marked when the WebApprovals submission is approved.
  4. REJECTED: Transaction body field (Check Box) marked when the WebApprovals submission is rejected.
  5. COMMENTS: Transaction body field (Long Text) to store external user's comments on approval/rejection.
  6. APPROVAL USER: Transaction body field (Free-Form Text) to save the approval user's name.
  7. APPROVAL SEARCH ID: Saved search ID containing information about fields to be shown on the WebApprovals template.

Mail and Public URL Configuration

  1. PROMPT USER FOR COMMENTS UPON APPROVAL/REJECTION: Enable this to require users to enter a comment when approving or rejecting via email links.
  2. COMPANY LOGO(PNG): Upload your company logo in PNG format for display on the eXtendWebApprovals webpage.
  3. RETURN IMMEDIATE RESTLET RESPONSE: Enable this preference for asynchronous updates of WebApprovals responses in NetSuite, improving submission performance.
  4. Approval / Rejection Template: A base template is provided and applied during initial bundle installation. Upload a new template here for visual customization.

Frequently Asked Questions (FAQs)

Q: Can I use my own custom fields instead of the default ones?
A: Yes, you can configure eXtendWebApprovals to use your own custom fields in the Field IDs Configuration section. However, eXtendTech recommends using the default fields as they are pre-configured to work with other bundle components.

Q: What happens if the SUB DOMAIN field is already populated and disabled?
A: If the SUB DOMAIN field is disabled and populated, it likely means you have another eXtendTech application in your account that has already specified a subdomain. eXtendTech applications share the same subdomain.

Q: How does the CONCURRENT THREADS setting affect performance?
A: The CONCURRENT THREADS setting determines the maximum number of simultaneous requests that eXtendWebApprovals can submit to your NetSuite account. A higher number allows more concurrent users but may impact system performance. Adjust this based on your expected usage and system capabilities.