Workflow criteria

(2) Share

Report

Posted on by STP

402

There are several vendor posting group, e.g. Group A, Group B, Group C

Users would like to use the same purchase invoice workflow for Group A and Group B.

In the workflow configuration, I can add a header criteria 'Vendor Posting Group', can I use Group A|Group B in the field so that the workflow applies on these 2 vendor posting groups? Or Group A, Group B? or I need to create 2 separate workflows for them?

Thanks.

Categories:

Dynamics 365 Business Central

Microsoft Dynamics NAV

I have the same question (0)

All responses (4)

Answers (4)

Verified answer

Sumit Singh 3,991 on at

Like (1)

Report
Workflow criteria

Hi,

Agreed, with below responses.
You can use filter syntax in the workflow condition for Vendor Posting Group.

Use: Vendor Posting Group = Group A|Group B

Pipes act as OR in filters.

If your workflow condition editor validates this filter (as you observed), you don’t need separate workflows.

If the editor in a specific version doesn’t accept IN, fall back to two OR lines or separate workflows. Still, as mentioned by Kaspars, if the situation changes in future, it’s very easy to copy the existing workflows and change the condition as required.
Mark true, “Does this answer your question” if it helps.

1 people found this reply helpful.

Was this reply helpful? Yes No
Verified answer

Mohana Yadav 60,719 Super User 2025 Season 2 on at

Like (1)

Report

Workflow criteria

Your setup with Group A|Group B is fine.

Was this reply helpful? Yes No
Verified answer

Pallavi Phade 614 on at

Like (1)

Report

Workflow criteria

Namaste,

You can Create worflows vendor posting groups wise , I want to highlight all aspects after this implementation

1) You can add Vendor posting group wise filter in event condtion . Example Domestic and EU as in below image

2) Whenever you do the modifictions in workflow which is common to all vendors you need to ensure the same thing will be replicated to all the workflows which is configured under PO

3) Whenver a new vendor posting group is introduced , you need to add in one of Group Workflows , other wise workflow will not work for PO on new vendor posting group.

4) In future , assume there is minor change in process for Group A and Group B then you need to re-work on configured workflow as you have set the workflow event for two Groups ( Group A, B)

Business team needs to be very clear on the requirement . Fortunately , Business central is good enough to handle this and you can go ahead considering all the above things and sides

If you feel i could help you , Please verify the answer

Regards

Pallavi Phade

1 people found this reply helpful.

Was this reply helpful? Yes No
Verified answer

KasparsSemjonovs 4,575 Super User 2025 Season 2 on at

Like (1)

Report

Workflow criteria

Group A|Group B
Should be working just fine.

if You think there might be some changes in the group workflow later, then creating separate workflows for each group could be easier to manage. But a copy can be created easily also when the need to change something in only 1 group comes.

Was this reply helpful? Yes No