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Approval WorkFlow - only one person from the group to approve

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Posted on by greex

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Hi. I want to create approval workflow directed to the group of users. But I need only one person to approve the request. How can I do this? Using group of users in the 'Workflow User Groups' I need all users to approve request.

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CF-22040757-0 35 on at

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Approval WorkFlow - only one person from the group to approve

Hi guys,

Can you let me know if we are able to do this, but using in one workflow several subgroups, like for example:

Workflow user group:

User 1: 1

User 2: 1

User 3: 2

User 4: 3

User: 4: 3,

Where only one can approve, and mark in each level as approved, once move to next level on the sequence.
MarisolC 97 on at

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RE: Approval WorkFlow - only one person from the group to approve

I found that field Last modification by userid has userid that modified data, so, with this we can know who approved.
MarisolC 97 on at

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RE: Approval WorkFlow - only one person from the group to approve

No, because I have two different users who can approve POs, can be any of them, using Approver doesn't achive this.
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Govinda Kumar 2,211 Moderator on at

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RE: Approval WorkFlow - only one person from the group to approve

Hi Greex,

You can use the Approver type as Approver and specify the user.

You have many other options.

You can use this as an alternative

Thanks and Regards
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Manan_Shah 1,457 on at

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RE: Approval WorkFlow - only one person from the group to approve

Hi Greex,

Please ask your development Partner to do customisation.

In My suggestion you can add additional field on Approval entries page, where system will add & keep data with information which user "Approved" the record. The additional record line which is system auto update status as Approved, on that put something unique information so base on that you can find and understand which entries are approved & updated with user & which by system modified.

Hope this will help.

Many Thanks,
Manan
Business Central User 107 on at

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RE: Approval WorkFlow - only one person from the group to approve

Hi ,

Thank You for the quick response.

As you said the document is approved by both the ID's (which is correct based up the Workflow User Group setup as the Sequence is set to 1 for both) but in reality there is only One Approver who's going to approve the document so the Other Approver cannot able to see which document is approved (till here it is fine)

Now, if the end User wants to know which Approver has approve the document how he can get to know, that is my actual question.

The screenshot I've mentioned was taken by logging with the end user, and there he can see both the approvers in 'APPROVER ID' so it is difficult for him to guess the actual approver.

I have check out the video links you've given but they are not providing as much clarity to my requirement.
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Dynamics 365 2 on at

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RE: Approval WorkFlow - only one person from the group to approve

Hi

You can get that details from Approver ID.

The below are the status of Approval Entries, from these you will get to know:

Created

Open

Reject

Approved

Cancelled.

As per your screenshot, the document is approved by both ID i.e. Manish Prasad and Vishal.

For more information, Please refer the below link

Part 1: https://www.youtube.com/watch?v=URTOghKpfps&t=3218s

Part2: https://www.youtube.com/watch?v=yUQlhYgk_MA&t=430s

Hope it will help you.

Please Verify the Answer if you found relevant and make help to others also.

Many Thanks

Aman
Business Central User 107 on at

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RE: Approval WorkFlow - only one person from the group to approve

Hi ,

As you mentioned we can get the 'Approver name who actually approved the document from Status field in Approval Entries page, however, I am checking but it is not clearly visible that who actually approves it.

In STATUS field it is only showing Approved.

I am unable to make sure who approved the document from the Workflow User Group.
Dynamics 365 2 on at

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RE: Approval WorkFlow - only one person from the group to approve

Hello Marisun

You will get to Which User really approved from Approval Entries there is field called Status, from there you can get track.

Hope it will help you.

Thanks

Aman
MarisolC 97 on at

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RE: Approval WorkFlow - only one person from the group to approve

It seems is working, only thing I'm not loving is that all approvers appear as if they have approved, how can I know which user really approved?