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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Approval workflow for ...
Small and medium business | Business Central, N...
Answered

Approval workflow for new G/L accounts

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Posted on by Rasmus 161
Hi,

Any suggestion on how to set up an approval workflow for adding new G/L accounts?

Creation of the G/L account card but status blocked.

Then all I need is to send an emails with Yes/No to an external email and have one of two to approve.

I am trying to get it right using Power Automate right now... it just seems like there should be at least a template for this scenario?
 
I also found this but it seems like a lot of work for something so simple... https://www.mercuriusit.com/create-a-custom-approval-workflow-in-d365-business-central/

Any input or power automate workflow screenshot of how you did would be much appreciated :)
 
Kind regards
Categories:
Business Central
  • Rasmus Profile Picture
    Rasmus 161 on at
    Approval workflow for new G/L accounts
    Thanks Yun Zhu for your answer. I can see how a perfectly good working solution could be created here using code in BC for blocking accounts + power automate for approval flow and changing the status of the block on the account.
     
    However I found a very basic workaround with a workflow and that was accepted as a solution.

    I will get back into power automate to create and learn next week though :)
     
    Kind regards
  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    Approval workflow for new G/L accounts
    I think this can be done using the "For a selected record (V3)" trigger in Power Automate.
    You can add additional parameter in For a selected record (V3) trigger. You can enter a new status in it, and then update the data after approval.
    Although I haven't added any approval process, I hope it can give you some hints: https://yzhums.com/25646/
     
     
    Thanks.
    ZHU
  • Rasmus Profile Picture
    Rasmus 161 on at
    Approval workflow for new G/L accounts

    So far I have figured out the steps :)

    1. Code in BC to block newly created G/L account.
    2. Approval workflow in PA through email.

    3. Switch state from Blocked to No.
    4. Let the one who requested the approval know it is approved/rejected through email.

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