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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Workflow Signing Limit...
Finance | Project Operations, Human Resources, ...
Answered

Workflow Signing Limit for Expense report

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Posted on by Benjamin N. 27

Hallo

I am having an issue trying to create a Workflow using managerial hierarchy and signing limits.

I want to make a workflow with expense report functioning this way:

  • Worker can approve anything up to 100USD
  • First manager can approve anything up to 1.000USD
  • Team Manager can approve anything up to 5.000USD
  • Regional manager can approve anything up to 25.000USD

(I did this in Signing limit policies)

1830.pastedimage1675775798686v1.png

I made this hierachy with "report to" with postions.

  • Worker report to FIrst manager
  • First manager to Team manager
  • Team manager to Regional Manager

I am using this in the worklfow

3652.pastedimage1675776173836v2.png

0647.pastedimage1675776183341v3.png

But it still doesn't work - Every time I add a Expense report to the workflow it will be assigned to the same person each time (Team Manager) - Doesn't matter if is 50 USD, 750 USD, 1500USD.

I have the same question (0)
  • IvyYY Profile Picture
    IvyYY 175 on at
    Hi Benjamin - may I ask if you've found a solution for this one, please? I think I had the same issue. Thanks! 
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 9,135 Super User 2026 Season 1 on at
    Hi,
     
    What are the condition values for the cases that you checked? based on your condition the workflow will stop the approval at the level that satisfy the condition regardless of the values. as you don't specify what you want on the condition and I'm not sure if you can achieve it.
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
     
     
     
  • Verified answer
    IvyYY Profile Picture
    IvyYY 175 on at
    Found out the solution through debugging in my case, so just wanna share it here.
    In the applicable reporting line, all the involved personnel have to be mapped as Person in System admin user accounts. 

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