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In this Purchase requisition approval workflow scenario, we have set one of the Financial Dimensions as Department. Each department has a manager set. Is there a way to simplify the PR Approval workflow by using the Department hierarchy so we don't have to put in 15 conditional decision steps, under which we can have the system look at the user's default dimension and route the PR to the right approver?
Sorry, I realized that I didn't give enough info. SO, we are trying to route a PR to departments managers for approval. So we have set the departments as follows: IT, Admin, Facilities, Accounting etc. Each department has been set with a manager. Now, on the Financial Dimensions side, we've made department as one of the financial dimensions and these have been set at the employee record.
So when a user submits a PR for approval, it looks at the requester default department dimension and based on that value, will route the PR to the department approver. A way to do this is to use conditional decision and say "if PurchaseRequisitionLines. DefaultDimensionDepartment = IT" or "if PurchaseRequisitionLines. DefaultDimensionDepartment = Admin" etc. then assign to approver group IT, Admin etc.
My question is, instead of doing this, is there a way to take advantage of the Department hierarchy or something similar to have the workfklow look at the employee position department and based on that, assign to the User assigned as Manager of that department.
It sounds like the person who needs to approve is a manager in line of the employee? In that case, you can use the managerial hierarchy for assignment.
If this is not exactly what you need, you can consider a customization where you can create a new participant provider class. Using x++ logic, you can then use the department hierarchy.
And also can use configurable Hierarchy to control the workflow routing, please refer to this blog: community.dynamics.com/.../configurable-hierarchy-on-workflows-in-dynamics-365-for-operations
Thanks for the response but in our scenario, the approver is not necessarily and consistently the manager in line of the employee. Thanks for suggesting the new participant provider class. I will look into that.
Thanks Mattguo. I looked into that earlier and dropped the idea but seems to be promising and not so bad after all, so I'll give it another shot. Thanks again!
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