Does anyone know how to make a workflow that when ...
# suiteflowj
jglovsky
12/21/2017, 3:37 PMDoes anyone know how to make a workflow that when it contains a certain word in the line item automatically approves? We have abacus which is pushing expenses as JEs to Netsuite but dont want to approve the JEs as we already approved it in abacus
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Petter
12/21/2017, 3:51 PMUnfortunately Workflows can't handle line items on transaction so if your only way to tell if they're from Abacus is on line level then you would require scripting. However if you could tell by (for example) who created it (a system user perhaps) or by some field in the header you could create a workflow based on that which automatically approves the expenses.
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Petter
12/21/2017, 3:53 PMhowever think about safety, don't auto approve everything with "Abacus" in the header memo field, instead use something locked down 🙂
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jglovsky
12/21/2017, 4:02 PMthanks @Petter thats helpful. So it's my account that runs the script but its through a certain role (abacus integration which I have the ID for) is there a field for a certain role I'd be able to push it through?
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Petter
12/21/2017, 4:14 PMYeah that would work
Petter
12/21/2017, 4:14 PMI would create a before submit workflow on create with a condition that "user role" = "abacus integration" and there approve it
Petter
12/21/2017, 4:15 PMnote that it's not user.role but a field called user role
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jglovsky
12/21/2017, 4:18 PMthanks @Petter you've been extremely helpful!!
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Petter
12/21/2017, 4:18 PMno problem, good luck!
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