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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Workflow settings
Finance | Project Operations, Human Resources, ...
Suggested Answer

Workflow settings

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Posted on by MA-13080608-0 19
Hi, 
We are using D365fo, 10.0.39
 
We are going to build some workflows for journal entries and we want to have the possibility to have several people approving (singel approver).
The one who is submitting the journal should not be able to approve the same journal. 
 
The question is - how should the condition in the workflow look like, and also how do we prevent the initiator of the journal approving their own entry?
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 21,439 Most Valuable Professional on at
     
    Please check;
     
     

    Prevent the submitter from approving steps in the workflow

    To prevent users that submit documents for approval from being to approve documents themselves, follow these steps:

    1. Go to System administration > Workflow > Workflow parameters > General > Approver.
    2. Update the Disallow approval by submitter setting on the workflow to Yes.

    By default, this is set to No, and users can approve the document if they are included in the approval step's assignment settings.

    If the workflow is set to Disallow approval by submitter and includes approval steps with a final approver, confirm that the final approver isn't a user that typically submits documents to workflow, since they won't be able to complete the approval.

     

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