General Information
ZoneApprovals provides the option to enable approval by email. This feature allows employees to approve or reject transactions without entering their NetSuite environment. This page explains how you can create a personalized email instead of the standard notification mail the system will use by default.
Email Template Creation
To create a new email template navigate in the main menu to DOCUMENTS->TEMPLATES->EMAIL TEMPLATES->NEW. On this page populate the top fields. An example is provided below. Be sure that you select the option “custom record” for the field labeled “Record Type”.
In the next steps, the subject and actual email will be configured. The email template allows for creating sections that do hold interactive data that originates from the transaction that should be approved. With this interactive data, it is possible to for example include a transaction number in the subject or to include transaction details in the email itself.