web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Multiple approvers in workflow

(0) ShareShare
ReportReport
Posted on by 516

I would like to get my workflow to send out approvals in serial mode to two approvers when the requisition is more than $xx (i.e.$5000). Can you help with that?

  1. send approvals to immediate supervisors
  2. escalate after 2 hours
  3. send notification to requester when no approval was ever received. Is this possible?

 Please help me to modify the current WF. Any help would be appreciate.

I have the same question (0)
  • Martin Dráb Profile Picture
    237,965 Most Valuable Professional on at

    Do you have any particular problem?

    Or does it mean that you aren't familiar with workflows at all and you don't know how to approch any of the requirements?

  • Suggested answer
    Ramit Paul Profile Picture
    22,797 Most Valuable Professional on at

    Hi,

    This is possible by the below solution

    send approvals to immediate supervisors- Create Managerial hierarchy with Sign up limit policy

    escalate after 2 hours- use escalation setup in WF

    send notification to requester when no approval was ever received. Is this possible?- Set up in escalation process, if no one approves by 2 hours, it will be rejected and send back to creator.

  • DNJ Profile Picture
    516 on at

    I have problem in this one.

    I would like to get my workflow to send out approvals in serial mode to two approvers.: I do not understand how can i send in serial mode.

    escalate after 2 hours because I did not want to reject just send the notification.

  • DNJ Profile Picture
    516 on at

    Thanks Ramit,

    escalate after 2 hours- use escalation setup in WF: is the escalation possible without action.

  • Suggested answer
    Prem Kumar Bachu Profile Picture
    3,418 on at

    Hi,

    You can insert 2 approval elements with managerial hierarchy and use conditional decision for signing limit in between those 2 approvals.

    You can specify time limit and enable escalation with required assignment.

    Note: To use supervisor/managerial approval, you need to  setup workers with positions. To use signing limit, you need to setup jobs.

  • DNJ Profile Picture
    516 on at

    pastedimage1659966824528v1.png

    pastedimage1659966930047v2.png

    I set this and it is working good but as per signing limit.

    But still not able to understand 2 approval element.

  • Suggested answer
    Prem Kumar Bachu Profile Picture
    3,418 on at

    Add 1st approver with condition as below. You can add conditional decision with above condition(signing limit) if it is true connect to stop workflow element. If it is false add one more approval element and select required assignment for this element.

    pastedimage1659968203427v1.png

  • Suggested answer
    Prem Kumar Bachu Profile Picture
    3,418 on at

    You can setup conditional decision based on purchase requisition value also like below without using signing limits.

    pastedimage1659969218713v1.png

  • DNJ Profile Picture
    516 on at

    Hello Sir

    Escalate after 2 hours- use escalation setup in WF. I set up escalation setup but did not receive any notification.

    pastedimage1659977805960v1.png

  • DNJ Profile Picture
    516 on at

    Hi Ramit

    I did Escalation setup as under but could not get the notification or email.

    pastedimage1659993594873v1.png

    Can you please help me out. I want to generate the escalation if the person who got the Work item and they will not take any action.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 551 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 450 Super User 2025 Season 2

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 278 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans