Aly
05/12/2025, 9:29 PMCeligo AI
05/12/2025, 9:29 PMAI generated answer (using internal Slack threads):In NetSuite, you can set up a delegate or backup approver system to handle situations where the primary approver (in this case, the CEO) is unavailable. This can be achieved through a combination of custom fields and workflows. Here's a general approach: 1. Create a custom field on the Employee record for the 'Backup Approver'. This field should be a List/Record field type that sources from the Employee record. 2. Create two custom date fields on the Employee record for 'Start of Out of Office' and 'End of Out of Office'. These fields will be used to determine when the primary approver is unavailable and the backup approver should take over. 3. Create a scheduled workflow or script that checks these fields daily. If the current date falls within the 'Start of Out of Office' and 'End of Out of Office' range for any Employee, the workflow/script should update the 'Approver' field on any pending approval records to the 'Backup Approver' for that Employee. 4. Once the 'End of Out of Office' date has passed, the workflow/script should update the 'Approver' field back to the original approver. This setup allows for a temporary change in approver when the primary approver is unavailable. However, it's important to note that this setup does not prevent the primary approver from approving records while they are out of office. If you need to enforce that only the backup approver can approve during the out of office period, you may need to add additional logic to your approval workflows. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
05/12/2025, 9:30 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
05/12/2025, 9:30 PM