Adding Transfer Order to workflows in Business Central

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Posted on by Divan

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Hi Guys,

I am trying to add Transfer orders to the workflows in business central but i cannot figure out how to get the create approval request to link send the notifications to the direct approvers when I go the the workflow responses like in the example below.

I have looked at the link below but this did not help me for this in particular:
https://chrisdsilvablog.wordpress.com/2019/02/01/how-to-create-a-custom-approval-workflow-in-dynamics-nav-part-2/

Is there a way to do create approval requests for other tables than the standard tables in my case the Transfer Header?

I have attached my code.

Thanks in advance.

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Dynamics 365 Business Central

Transfer Order Wo...

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Holly Huffman 6,530 Super User 2025 Season 2 on at

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Good morning, afternoon, or evening depending on your location!

It looks like you're trying to add Transfer Orders to workflows in Business Central and ensure approval requests are correctly sent to direct approvers. Since the standard workflow templates may not include Transfer Orders by default, here’s how you can achieve this:
Steps to Create Approval Requests for Transfer Orders

Ensure Transfer Header is Enabled for Workflows

Business Central workflows typically work with predefined tables. To include Transfer Header, you may need to extend the workflow functionality by adding it as an approval-enabled table.

Modify Workflow Events and Responses

In the Workflow Setup, create a new workflow for Transfer Orders.

Define an event that triggers when a Transfer Order is created or modified.

Set up a response to create an approval request for the record using Approver Type = Approver and Approver Limit Type = Direct Approver (as shown in your image).

Use Custom Approval Workflow Logic

If the standard workflow responses don’t work for Transfer Orders, you may need to create a custom approval workflow using Power Automate or Business Central extensions.

You can follow this guide on creating custom approval workflows in Business Central.

Check Notification Settings

Ensure that the approvers are correctly set up in Workflow Users and that notifications are enabled.

You can refer to Microsoft’s official workflow setup guide for more details.

Hope this helps!

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André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

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Moved the question from the Dynamics 365 General to the Dynamics 365 Business Central forum.

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Ramesh Kumar 7,527 Super User 2025 Season 2 on at

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but for Transfer Orders you need this custom extension approach and if you are using Approval Mgmt. Codeunit, notifications will be sent based on:
1. The setup in User Approval Entries

2. Notification settings for the user (email, BC internal notifications)

3. Job Queue enabled for sending emails

Thanks

Ramesh

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Gerardo Rentería Ga... 25,213 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

Solved: Transfer Order Approval - Power automation? Workflow

How to create transfer order approval workflow on d365 bc

Best Regards
Gerardo

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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Hi, hope the following helps as well.

Walkthrough: Implementing New Workflow Events and Responses - Dynamics NAV | Microsoft Learn

Thanks.

ZHU

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Khushbu Rajvi. 20,347 Super User 2025 Season 2 on at

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Please check this: https://community.dynamics.com/forums/thread/details/?threadid=82c9bf8d-bcd1-49e3-adb8-fbefc92ca7a4

https://community.dynamics.com/forums/thread/details/?threadid=e535b2c3-5fde-4e23-801a-c6c63fd2147f

https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/pubid.amjsconsulting1621353404525%7Caid.transfer_approval_workflow%7Cpappid.2c0c5cd1-7fd6-49b5-9732-929f8f4ef441?tab=overview

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Divan 105 on at

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Hi All,

Thanks for the help.

The customer does not have Power Automate so this was not an option, and some of these other links relates to adding extra events on already existing tables in the workflow.

I have ended up making a custom button on the transfer orders that sends an email according to setup, once the email has been sent the post action is blocked and the manager has to "Approve" it fist which then enables the post button again.

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