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

Workflow User Group – Parallel Approver Remains Open After Another User Approves

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Posted on by 2

Hello Community,

We are configuring a multi-level approval workflow in Microsoft Dynamics 365 Business Central using a Workflow User Group.

Workflow User Group Setup

User     Sequence No.

Raza    1

Ujala   2

Arif       2

Shagufta          3

The required approval flow is:

  1. Raza approves at Sequence 1.
  2. Either Ujala or Arif approves at Sequence 2.
  3. The request then moves to Shagufta at Sequence 3.
  4. Shagufta provides the final approval and the document is released.

Workflow Configuration

The approval request is created using:

  • Approver Type: Workflow User Group
  • Workflow User Group Code: The group containing the above users

For the final approval branch, we have configured the following responses:

  • Approve the approval request for the record.
  • Remove record restriction.
  • Release the document.

Actual Behavior

When Ujala approves at Sequence 2:

  • Ujala’s approval entry becomes Approved.
  • The workflow successfully moves to Shagufta at Sequence 3.
  • Arif’s approval entry at Sequence 2 remains Open.
  • The request continues to appear in Arif’s Requests to Approve page.

After Shagufta provides the final approval:

  • The document is released successfully.
  • Arif’s approval entry still remains Open.

Expected Behavior

Because Ujala and Arif are alternative approvers at the same sequence, approval by either one should move the workflow to Sequence 3.

Once Ujala approves, we expect Arif’s unused approval request to be automatically closed, canceled, or otherwise removed from his Requests to Approve page.

The system should not leave an actionable Open approval request for Arif after the workflow has already moved to Shagufta and the document has been finally approved and released.

 

I have the same question (1)
  • Suggested answer
    TarikJerkovic Profile Picture
    347 on at

    Hi @CU23100348-0 

     

    Your setup appears to be almost correct. In standard Business Central, when two approvers have the same Sequence No. and a higher sequence exists, approval by either user should move the request to the next sequence.

    As a possible correction, please verify whether “Approve the approval request for the record” is included in the “An approval request is approved” branch for Sequence 2, rather than only in the final approval branch.

    However, the exact adjustment depends on the workflow step structure. Could you please share screenshots of the Workflow Steps and Workflow Responses configured for Sequence 2 and the transition to Sequence 3?

     

    Kind regards 

    Tarik Jerkovic

  • Suggested answer
    AndrewThomas81 Profile Picture
    2,322 on at

    Where users have the same sequence number, I believe the other user's approval entry will remain open.  It is not closed by the other user at the same level.

     

    Kind Regards

     

    Andrew Thomas FCCA MCP

    YouTube - Use Business Central

    LinkedIn

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