D365 workflows and using conditions

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Posted on by Community Member Microsoft Employee

Hello

we want to use conditions within a D365 workflow and purchase order approvals. The work flow already exists but we would like to add some specific conditions.

if we say wanted Legal Fees to be approved by as an example our CFO we can make the condition that if the main account is legal fees and the cost center is Finance then it goes to a user group or single user where the CFO is the only approver. what happens to all the other postings that do not meet that condition, would we need to somehow set a condition that said anything not going to legal fees/finance should go to a different user group?

If anyone has more detail on the use of conditional statements in workflows i would be most grateful

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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: D365 workflows and using conditions

Hi,

You can have a loot at below blog on how to setup condition in workflow.

www.gestisoft.com/.../create-conditional-branch-dynamics-365-workflow

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/