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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Workflow approver change
Microsoft Dynamics AX (Archived)

Workflow approver change

(0) ShareShare
ReportReport
Posted on by Trilok Mohnani 107

With regards to the aforementioned subject, We have PO approvals by department heads and one of the department head has been recently changed so as we want to change the name in PO approver.

Best Regards

*This post is locked for comments

I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    Is the approver in your workflow linked to a specific user such as 'Mr. ABC' or to a specific position/role, such as an expenditure approver, group, etc.?

    Can you share details of this setup?

    Best regards,

    Ludwig

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,724 Super User 2026 Season 1 on at

    Hi Trilok,

    I'm not sure if your question is related to changing the workflow setup or re-assigning the pending workflows. If you want to re-assign pending workflow, you can do this as administrator using the workflow history form. If it is related to setup, please answer Ludwigs question.

  • Trilok Mohnani Profile Picture
    Trilok Mohnani 107 on at

    Hi Ludwig,

    it is linked to a user.

    Best Regards,

  • Trilok Mohnani Profile Picture
    Trilok Mohnani 107 on at

    Hi Andre

    The question is related to the setup.

    Thanks

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Trilok,

    If the workflow step specifically points to a user that is no longer responsible for this task of that has left the company then change this user setup to the person replacing him/her.

    To avoid a similar issue in the future, it might be better if you could make use of a user group or expenditure reviewer that you assign in the workflow task so that next time somebody changes, the workflow does not get stuck.

    Best regards,

    Ludwig

  • Trilok Mohnani Profile Picture
    Trilok Mohnani 107 on at

    Thanks Understood, Please help me with the steps.

    Best Regards,

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,724 Super User 2026 Season 1 on at

    Hi Trilok,

    You can use the Purchase order expenditure reviewers functionality for this. You can read some blogs about this topic:

    henrikmarxlarsen.wordpress.com/.../expenditure-reviewers-in-dynamics-365-for-finance-and-operations

    daxmyshare.wordpress.com/.../purchase-order-expenditure-reviewers-in-microsoft-dynamics-365-for-finance-and-operations

  • Verified answer
    Trilok Mohnani Profile Picture
    Trilok Mohnani 107 on at

    Thank You, It worked and i was bale to change the workflow.

    Best Regards,

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Joris dG Profile Picture

Joris dG 5

#2
Alexey Lekanov Profile Picture

Alexey Lekanov 2

#2
Henrik Nordlöf Profile Picture

Henrik Nordlöf 2 User Group Leader

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans