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Microsoft Dynamics AX (Archived)

Workflow approval Hierarchy option

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Posted on by 725

Hi All,

We have a scenario where we have setup 2 level expense approval. How can i limit to 1 level, if there is only one level manager for person. lets take example, James ----> Adam ----->Alex.

if James raised request, it works fine, workflow goes to Adam and then to Alex.

Now, if Adam raised the request it should only required one level approval. How to configure this. Currently, two workflow item created for Alex, so it was required to be approved twice by Ales.

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I have the same question (0)
  • fatihgork Profile Picture
    3,817 on at

    Hello Syed,

    Could you please give more explanation about your workflow?

    Which and how many workflow elements do you use? What other elements do you have in your setup?

  • VinodhK7 Profile Picture
    285 on at

    Hi Zeeshan,

    Pl share what is the assignment type you are using?

    If the assignment type employee line manager set to 1 it will pick the reporting manager.

    If it user or approver based on role then you need to set an condition to skip the second level.

    Regards,

    Vinodh

  • Syed Zeeshan Haider Jafry Profile Picture
    725 on at

    It is Hierarchy based setup,

    below is the image. I am using only approval component.  We need two level approval, which is working fine where employee has manager and that manager is also reporting to another manager. if middle level manager submits request only one workflow item should be created for top level manager. but it is creating twice for top level manager.

    Approval.JPG

  • VinodhK7 Profile Picture
    285 on at

    Can you give image of the workflow as well. Just to know if the middle and final manager are combined inside one step or they are two separate steps?

  • Syed Zeeshan Haider Jafry Profile Picture
    725 on at

    See the below image, as you can see two work item created. the other work item is created when top level manager approves it once, the workflow item start again and again assigned to top level manager.

    Approval2.JPG

  • VinodhK7 Profile Picture
    285 on at

    Does your workflow look like the below image>>>

  • Syed Zeeshan Haider Jafry Profile Picture
    725 on at

    your attached image is not visible. can you attach it again.

  • VinodhK7 Profile Picture
    285 on at

    Sorry, Attached...

    8371.WF.png

  • Syed Zeeshan Haider Jafry Profile Picture
    725 on at

    No, only one approval component,

    Regards,

  • VinodhK7 Profile Picture
    285 on at

    Can you split it into two and try in test environment?

    Regards,

    Vinodh

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