Managerial Hierarchy in Workflow Approval

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Posted on by 72camaross

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Hey Everyone,

I have a workflow that uses a position hierarchy (managerial hierarchy) for approvals. The issue I'm encountering is that I don't know how to stop the workflow and have it continue if the user doesn't have enough managers above them in the hierarchy.

The workflow will dictate how many levels up the hierarchy I need to go based on the amount. For example, over $10,000, I need approval from my level 1, 2, 3, and 4 line managers. But if the user only has 3 levels above them, when the workflow tries to assign it to the level 4 manager, it can't find any one and errors out.

I've tried searching but don't see a solution. How can I have the workflow continue as if nothing is wrong, once it hits the top of the hierarchy?

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Dynamics 365 Finance

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Waed Ayyad 8,972 Super User 2025 Season 2 on at

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Managerial Hierarchy in Workflow Approval

Hi,

You can add condition when to stop the hierarchy as in the following screenshot

Thanks,

Waed Ayyad

If this helped, please mark it as "Verified" for others facing the same issue

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72camaross 312 on at

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Managerial Hierarchy in Workflow Approval

Thanks Waed Ayyad!

I have no problem making it stop at the person I want to. The issue arises when there is no one there because the hierarchy is not the same number of levels for each person.

For example.

Person A reports to Person B

Person B reports to Person C.

Person C reports to Person D

Person D reports to the CEO.

My workflow has 4 levels of approvals for each line manager. The line level manager 1, 2, 3, and 4.

if Person A submits the workflow. Person B will approve and then Person C will approve, Person D will approve, and CEO will approve. Works flawlessly.

If Person D submits the workflow. CEO will approve and then it fails because there is no one above the CEO. The Reports To field of that position is empty so the workflow can't find a User ID.

How do people typically stop the check up the hierarchy when it hits the top of the hierarchy?

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Waed Ayyad 8,972 Super User 2025 Season 2 on at

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Managerial Hierarchy in Workflow Approval

Hi,

How many approval steps you added in the workflow setup? did you add 4 approvals? or you added one approval and configure it as managerial hierarchy?

Thanks,

Waed Ayyad

If this helped, please mark it as "Verified" for others facing the same issue

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Waed Ayyad 8,972 Super User 2025 Season 2 on at

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Managerial Hierarchy in Workflow Approval

Hi,

Is your issue resolved? If yes, mark the answers that helped you as verified.

Thanks
Waed Ayyad

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72camaross 312 on at

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Managerial Hierarchy in Workflow Approval

Thanks, Waed Ayyad for the help.

It was configured as 1 approval using the managerial hierarchy. The only way to stop it successfully was to have a person at the very top (CEO / President) force the workflow to stop if it reached that condition.

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