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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to set delegate au...
Small and medium business | Business Central, N...
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How to set delegate automatically when the approver is on leave in business central

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Posted on by yoheswaran 225

Hi everyone,

   Is there any way to set delegate automatically once the approver is on leave. 

Thanks & Regards,

Yoheswaran S

Categories:
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    RE: How to set delegate automatically when the approver is on leave in business central

    Hi, I did a little research and it seems possible.

    You can write a Codeunit and set it to be processed every day in the Job Queue.

    pastedimage1675746737107v1.png

    pastedimage1675746767803v2.png

    pastedimage1675746921151v4.png

    pastedimage1675746943114v5.png

    You can write a Codeunit or Report and set it to be processed every day in the Job Queue.

    Hope this helps.

    Thanks.

    ZHU

  • yoheswaran Profile Picture
    yoheswaran 225 on at
    RE: How to set delegate automatically when the approver is on leave in business central

    Thank you YUN ZHU is there any way that we can achieve via code modification

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    RE: How to set delegate automatically when the approver is on leave in business central

    Hi, As far as I know, it can't be done with standard functions, but it can be done manually by the approval administrator. Hope this can give you some hints.

    Delegate approval requests

    https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-use-approval-workflows#delegate-approval-requests

    Thanks

    ZHU

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,159 on at
    RE: How to set delegate automatically when the approver is on leave in business central

    With BC workflows this isn't possible as standard. You could however try using power automate as the workflow engine. This might help with the scenario: joshanglesea.wordpress.com/.../

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