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Hi All,
Please let me know how I can identify a new customer creation in business central as an approver? As an approver, segregate approval notifications for a new customer creation alert and a change in existing customers.
Roger,
Base BC you can setup the Workflow (standard) for Customer Approval.
As for a change, you could create your own Workflow depending on the Change you want to workflow. You can also use Power Automate, which offers more flexibility.
Thanks,
Steve
Start wizard of "Setup a customer approval workflow" on assisted setup page.Choose option "The user changes a specific field".
Default setting is "when credit limit is changed".
"SystemCreatedAt" field or "SysteModifiedAt" field might be useful for your requiement.
*additional infoIf you are not familiar with "Setup a customer approval workflow" on assisted setup page, this blog will help you.https://www.d3654.be/d365bc-setup-workflow-01-en/
Each customer has a system created datetime - called “Created At”. It’s accessible as a filter condition. You would need to use t.. most likely as the filter. I tried this and it only fires on the new customers.
A customer record is changed is then a different trigger so another workflow can be setup for that anyway
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