Multi staged Workflow in NAV 2018

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Posted on by likeabeach

I am looking to have two approvals stages in a single workflow. First stage has someone manually review the order for accuracy - this happens every time. Once that is approved, the second stage goes to through a credit check and goes onto accounting if it fails.

I know I can create and use these workflows independently, but is there a way to make them work together?

Thanks for you input.

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Administration and Setup

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likeabeach 85 on at

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RE: Multi staged Workflow in NAV 2018

I have answered my own question. I have created two approval workflows. One for the first review stage and another for the second accounting stage. The order reviewer has to approve the order, update a specific field on the order and send it for approval again. The second approval is triggered when that specific field has been populated with the correct data. All of this is out of the box, and just based on the the first "on condition" for each workflow.

I hope that provides some insight for other users attempting to create multiple branches in their workflows.