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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Workflow approval for ...
Small and medium business | Business Central, N...
Suggested Answer

Workflow approval for several purchase invoices (batch request)

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Posted on by mdp@keykumo.com 15

I'm trying to automate the approval request process by allowing users to send several request at time, but when they select some purchase invoices the request is sent only for one of them. 

Is there any option to do it?

pastedimage1624288149290v1.png

Thank you

I have the same question (0)
  • Suggested answer
    JAngle Profile Picture
    JAngle 133 on at

    No you would need a custom feature. You have to use a selectionfilter so you can determine which records are selected and then you loop through those. You could have a custom processing only report to do a similar task too.

  • mdp@keykumo.com Profile Picture
    mdp@keykumo.com 15 on at

    Thank you, I'll try to do it the way you tell me even though I'm not an expert.

  • JAngle Profile Picture
    JAngle 133 on at

    Here is a sample you can adopt to your needs which is on a different page. You’ll need a variable for Purchase Header table. Add the below snippet to a new page action in a page extension for the list page of the purchase invoices

    PurchHdr.Copy(Rec);

                               CurrPage.SetSelectionFilter(PurchHdr);

    if PurchHdr.FindSet then

                                   repeat

                                      SendApproval(PurchHdr);

    //copy the standard function call

                                   until PurchHdr.Next = 0;

  • mdp@keykumo.com Profile Picture
    mdp@keykumo.com 15 on at

    Hello,

    I've this code:

                  var

                       PurchHdr: Record "Purch. Inv. Header";

                       ApprovalsMgmt: Codeunit "Approvals Mgmt.";

                   begin

                       PurchHdr.Copy(Rec);

                       CurrPage.SetSelectionFilter(PurchHdr);

                       if

                           PurchHdr.FindSet() then

                           repeat

                               SendApprovalRequest(PurchHdr);

                               if ApprovalsMgmt.CheckPurchaseApprovalPossible(Rec)

                               then

                                   ApprovalsMgmt.OnSendPurchaseDocForApproval(Rec);

                           until

                           PurchHdr.Next() = 0;

                   end;

    but I got this error 'Action SendApprovalRequest' cannot be used like a method

    Thanks

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