web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Custom Workflow with multiple stages

(1) ShareShare
ReportReport
Posted on by 195
Hi guys,
 
When creating new custom workflow, I have a requirement that it will need to follow several steps. The illustration is like this:
1. The 1st step when submit, the document status will be = InReview
2. When it is approved, document status = InternallyApproved
3. The workflow will still continue to next approver, and when it is approved, document status = 1stStageApproved
4. when it is approved, it will goes to next approver, and when it is approved, document status = OrderConfirmed
 
My doubt is, will the Workflow put to completed when step 2 succeeded ? means we need to Submit again ? This is the part that I would not expect to behave. 
 
As I understand, part of the Workflow framework, is create WorflowApproval object. And inside this Approval, we have Approve - Deny - Reject - RequestChange, should I change this approval element to follow my business process intention ? 
 
How actually the work on this because currently, when I approved, then the Workitem will be completed, it's like the workflow cycle is done, then we need to submit again.
 
Thanks
 
 
Categories:
I have the same question (0)
  • Suggested answer
    t4m7 Profile Picture
    61 on at
    If the users will be interacting with this in the UI, then you can use the custom choice actions...instead of approve/reject, they will have to choose a choice.
    You cannot (by default) use the custom actions via any connector, but if they are within the UI anyway, it should give you the ability to progress the workflow down various paths without it interpreting as actual approval.
     
    That said, you should also be able to have several review/approvals in series, but i think the status will just show "in review" - i do not think it will show your stages unless the user clicks through to workflow history.
     
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 669 Super User 2025 Season 2

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 471 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 423 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans