Trying to add an approval step to certain roles when creating a new Customer Record. Any suggestions or articles i should reference? Im thinking its a workflow thing...

Yes you could definately do this via workflow. Depending on the complexity of the approval it could be quite easy to build. I don't have any resources off the top of my head, but I know NetSuite has some pretty indepth documentaiton on the matter. https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/book_N2723865.html

Thanks. Ill start there.

Yeah that's a pretty simple setup, I've done lots of those. I know that documentation can be pretty in depth....let me know if you want any help

hey @AI1 Trying to figure out some stuff on my own but how do i test out this workflow? Im looking at a template where you need approval from your supervisor, but i cant set myself up as my own supervisor... Can you have it role dependent instead?

You can set a new field on your employee records called "Customer Approver" or something and use that in your workflow. Or you can create a Test Employee Record with the role you want and set yourself as the Test Employee Supervisor

Cool. Thank you so much 🙂