web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Small and medium business | Business Central, N... Multi Level Workflow w...

Small and medium business | Business Central, N...

Suggested Answer

Multi Level Workflow with different limit amounts

(0) Share

Report

Report

Posted on by CF-22040757-0

77

Hi,

I am trying to setup a Purchase Order workflow with a user group, where:

Level 1 - Approver A (<=5k)

Level 2 - Approver B (>5k&<=10k)

Level 3 - Approver C (>10k)

if order is 5k, then stops at first level, if order id 8k, then goes to approver A and B, and so on.

Note: not considered user chain, because those users will need different limits for different departments.

However, it seems is not respecting the amounts.

Any suggestions?

Thanks.

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Teagen Boll 3,322 Super User 2026 Season 1 on at

Like
a
(1)

Report
Copy link

Link copied!

I would set up 3 different workflows instead of 1 and just use the standard BC template for it. In your On Condition filter for the first request line "Approval of a purchase document is requested" is where you enter your thresholds. This is how i've setup practically all workflows for clients.

Below is an example with an Invoice workflow that has 3 tiers:

I've setup 3 separate workflows, 1 for under 500, 1 for 500 to 10,000 and 1 for over 10,000.

Here is the under 500 workflow - its just a standard BC workflow but the On Condition has my criteria set:

And here is the on condition filter:

For the On Condition for 500 to 10,000 you can see it just has a different filter for amount:

In your case just create 3 workflows like above, set your amount filter and then route to the appropriate approver.

Best,

Teagen Boll, CPA

Work: Catapult ERP

Social: LinkedIn

Was this reply helpful? Yes No

Join the conversation

Helpful resources

News and Announcements

Introducing our New Video Series: Community Spotlight

Quick Links

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1

OussamaSabbouh 673 Super User 2026 Season 1

#2

Gerardo Rentería Ga... 409 Most Valuable Professional

#3

YUN ZHU 375 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans