Skip to main content

How to specify instructions for Requesters

Organisation Administrators can provide a message that will be shown to Requesters during any request creation.
​
​

This is how you set up instructions for Requesters
​

  • Select your Organisation in the main menu and go to Approval workflows under Workflows and settings:
    ​


​​

  • Select the respective workflow and click on the Gear icon to open the workflow settings:
    ​

  • In the General tab, under Instructions for requesters, type in the message that will be shown to Requesters when they create a request, here we have an example of a Purchase order. If you don't want Requesters to see any instructions, then leave this field blank.
    ​


​

  • Apply your settings by clicking on SAVE CHANGES in the upper right-hand corner of the Workflow Settings window, then update the workflow.
    ​


​

Please note: Instructions for Requesters are unavailable for NetSuite Vendor Return Authorisation and Sales Order requests.


​


​​
​​
​​


​


​​
​

Did this answer your question?