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Approval workflow group second in line should only have delegate, not approve

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Posted on by JohnnyLM

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Hello BC-Forum,

I have set up workflow for approval purchase invoices. Also with a workflow group and a sequence of 4 persons. See my printscreens.

I would expect the second approver to have only delegate option to the third approver but my second approver can approve as well. What am I doing wrong here?

Thanks for your answer.

Greetings,

John

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JAngle 159 on at

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Workflow groups don’t use approval limits. There is a field which states the type of approval limit. In your case all 4 must approve in the order you have laid out.

If you want to move through levels choose approved type = approver. Approval Limit type = approval chain

Also you need to fill in the substitute field on the approval user setup to have delegation work

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JohnnyLM 187 on at

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Hi Josh,

thanks for the quick answer. I did not explain myself enough obviously. What I want is the following:

Requester wants approval for a purchase invoice and send the request to approver 1.

Approver 1 can only approve or reject. When approved then to approver 2.

Approver 2 can approve and reject and RELEASE when amount < 100000.

When amount >= 100000 then approver 2 send the request to approver 3.

Approver 3 has no limits and can approve, release and reject.

With Workflow User Group you have the sequence from approver 1 to approver 3. With Approver and Approval Chain you have the limitation of 100000.

How can I combine these two possibilities?

Greetings and thanks for the reply.

John

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John,

Sounds like you want to apply both Approver and Approval Chain with an Approval Workflow Group. I would look to Power Automate to accomplish this. Here is a link to a video on Power Automate Workflow:

www.youtube.com/watch

Hope this helps.

Thanks,

Steve

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JohnnyLM 187 on at

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Hi Steve,

I figured it out myself. The Approval chain looks like this:

Now I can have multiple Purchase Persons in my Approval chain. Based on the Code on the invoice the approval request will be sent to one of the Approvers with the purchase Code on the invoice. After that all the approval requests will be sent to my second last approver and if the invoice < 100000 the invoice will be released. Otherwise it will be sent to the last approver which has no limitations for approval (or rejection).

The workflow looks like:

Thanks for the help.

Greetings,

John

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