What Is It?
A Suitelet-based approval workflow is a custom-built interface that allows users to view, approve, reject, or comment on records pending approval. Unlike standard NetSuite workflows, Suitelets offer full control over layout, logic, and user experience.
Key Features
- Custom Dashboard: Display records awaiting approval with filters (e.g., by department, date, amount).
- Approval Actions: Buttons for “Approve,” “Reject,” or “Request More Info.”
- Comments Section: Capture reviewer notes or feedback.
- Role-Based Access: Show only relevant records to the logged-in approver.
- Audit Trail: Log approval decisions and timestamps.
Typical Use Cases
- Purchase Order Approvals: Managers can review and approve POs with budget visibility.
- Expense Report Approvals: Finance team can validate expenses before reimbursement.
- Custom Record Approvals: For internal requests like IT access, travel, or hiring.
Sample Suitelet Flow
/**
* @NApiVersion 2.x
* @NScriptType Suitelet
*/
define(['N/ui/serverWidget', 'N/search', 'N/record'], function(ui, search, record) {
function onRequest(context) {
if (context.request.method === 'GET') {
var form = ui.createForm({ title: 'Approval Dashboard' });
var sublist = form.addSublist({
id: 'approval_list',
label: 'Pending Approvals',
type: ui.SublistType.LIST
});
sublist.addField({ id: 'select', label: 'Select', type: ui.FieldType.CHECKBOX });
sublist.addField({ id: 'tranid', label: 'Transaction ID', type: ui.FieldType.TEXT });
sublist.addField({ id: 'amount', label: 'Amount', type: ui.FieldType.CURRENCY });
// Add search logic here to populate sublist with pending records
form.addSubmitButton({ label: 'Approve Selected' });
context.response.writePage(form);
} else {
// Handle POST logic for approvals
// Update records based on selection
}
}
return { onRequest: onRequest };
});