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Microsoft Dynamics AX (Archived)

Workflow approvals to be approved automatically with no user action

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Posted on by 230

I suspect the answer to be No, but it would help solve an issue we have with defining workflows if a user could be set up which automatically approved every workflow task which was assigned to it.

Obviously, this would not be a 'real' end user.

Note that modifying the workflow, e.g. to use a Conditional Decision to skip the approval step altogether is not a solution. I simply need to know if there's a way to do the above.

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  • Martin Dráb Profile Picture
    237,959 Most Valuable Professional on at

    When you open properties of the approval step, you should see Automatic actions tab. Isn't it the case?

    You can learn a bit more details in the documentation, namely Configure an approval process in a workflow.

  • DD-19021315-0 Profile Picture
    230 on at

    As far as I can see Automatic actions only allows either a set of conditions based on the document or the identity of the workflow owner or originator. I want to set a condition for a specific user, returned by the selected participant provider on the approval step as an approver, to be set to automatically approve.

    I can't see how Automatic actions can do this unless there's some way of setting a condition which I've missed. The page simple say "4. Enter a condition" and doesn't indicate how to set a condition. If there's a condition that can be set which is "if (ApproverList.Contains(user)) { Approve(); }" then I currently can't see how to set it.

  • Martin Dráb Profile Picture
    237,959 Most Valuable Professional on at

    You would have to put your custom logic to a calculated field on your workflow.

    Assuming that you can get user from curUserId(), you can instantiate the participant provided, run your logic and return true/false. Then you'll use this logic in Automatic actions.

    Or maybe you want to customize the workflow engine to allow you to do it in a more natural way.

  • Suggested answer
    Khaled Alloud Profile Picture
    3,658 on at

    Dear,

    Coming to this back now, we had the same case and we gave privilege to the user to create the workflows (or change the owner of the workflow from the DB) and then under Automatic actions set the conditions to workflow Owner = to the name of the user that needs to have automatic approval.

    Thank you,

  • Suggested answer
    Mahmoud Hakim Profile Picture
    17,887 on at
  • Suggested answer
    Khaled Alloud Profile Picture
    3,658 on at

    Dear Mahmoud,

    Thanks for the link but the question is not how to approve a workflow task automatically, it is that for just a specific user you want to automatically approve a task.

    Regards,

  • dekaasboer Profile Picture
    1,530 on at

    I still find it a bit hard to picture your use case. But I extended the query's that the workflow uses to get more options under your automatic actions or conditional choices regulary.

    Like joining the projtable in the tsworkflowtimesheet query to set-up auto approve timesheets if the timesheet submitter = the project manager.

    You could do something similair. Or extend the query for your workflow to join with a table with a custom list of employee's. And then add a condition like timesheet.worker = customtable.worker then auto approve.

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