Version: eXtendWebApproval 1.0.9
Audience: Administrator

  1. Go to eXtendTech → eXtendWebApprovals → Setup.

  2. There are three configuration groups to complete.
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General Configuration

  1. OAUTH TOKEN ID
    Specify the OAUTH Token ID. See Generating a new Access Token for more details.

  2. OAUTH TOKEN SECRET
    Specify the OAUTH Token Secret. See Generating a new Access Token for more details.

  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 in your account which already has a subdomain specified. eXtendTech applications will share the same subdomain.

  4. CONCURRENT THREADS
    Specify the maximum number of concurrent requests eXtendWebApprovals can submit to your NetSuite account. This refers to the maximum number of URL hits that can be made at once from multiple users against your approval URLs.

Field IDs Configuration

In the field IDs configuration section, you can configure eXtendWebApprovals to look at your own custom fields opposed to the fields which are automatically configured and included within the bundle. eXtendTech recommends using the defaults which are already populated in this section as they are already configured for use with the remaining components in the bundle. Below are details regarding these fields:
  1. GENERATE PUBLIC URL
    Transaction body field which will determine whether to generate WebApprovals URLs.

    Type: Check Box

  2. APPROVAL ID
    Transaction body field which will be used to save a unique code which will be used in generation of WebApprovals URLs.

    Type: Free-Form Text

  3. APPROVED
    Transaction body field which will be checked when the WebApprovals submission is approved by an external user.

    Type: Check Box

  4. REJECTED
    Transaction body field checkbox which will be checked when the WebApprovals submission is rejected by an external user.

    Type: Check Box

  5. COMMENTS
    Transaction body field which will store an external user's comments when approving/rejecting the WebApprovals page.

    Type: Long Text

  6. APPROVAL USER
    Transaction body field which will save the approval user's name when the WebApprovals page is approved/rejected by an external user.

    Type: Free-Form Text

  7. APPROVAL SEARCH ID
    Saved search id containing information about the fields which are to be shown on the WebApprovals template.

Mail and Public URL Configuration

  1. PROMPT USER FOR COMMENTS UPON APPROVAL/REJECTION
    When a WebApprovals recipient accesses the Approve or Reject links within an email template, this setting will require them to enter a comment prior to submission.

  2. COMPANY LOGO(PNG)
    Upload a logo in PNG format for display on the eXtendWebApprovals webpage.

  3. RETURN IMMEDIATE RESTLET RESPONSE
    If this preference is enabled, the WebApprovals response from the WebApproval page will be updated in NetSuite asynchronously. This can improve submission performance.

  4. Approval / Rejection Template
    A base template is provided with eXtendWebApprovals and applied during initial bundle installation. If you would like to visually customize the template, you can upload the new template here.