D365F&O | Workflow configuration to ensure tasks are performed approriately.
Hi
You must remove the loop-back connection and redesign your logic so that all decisions move forward.
Here are two alternative approaches:
Option 1: Split the conditions logically
Instead of looping, create sequential conditions:
Start
↓
Check if Reference Price is Entered?
→ No → Reject / Return to Requestor
→ Yes → Review Purchase Request
↓
Final Approval → End
This way, the workflow validates the price before approval without looping back.
Option 2: Use a “Manual Task” instead of looping
Create a manual step for the requester to verify or enter a missing price:
Start
↓
Task: Requestor verifies price entry
↓
Condition: Is Reference Price Available?
→ No → End (Reject)
→ Yes → Review Purchase Request → End
This avoids a backward pointer while still enforcing price verification.
About Your Role Question
Yes
The workflow assignment policy explicitly assigns the task to that user or role
The user has the “Maintain purchase requisitions” privilege (duty PurchReqMaintain).
If the user only has “view” or “create” rights, they cannot change.
