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How to specify instructions for Requesters

Updated over 2 months ago

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.








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