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Workflows and mixed approver functions

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Posted on by JN-23081243-0

Hi All

I am trying to setup a PO workflow approval that does the following:

1. Will go to 2 users for approval in sequential order - I have this working using Workflow Groups.

2. Once the above is done, I then need it go to the 'approver/approver chain' type but cannot work out how to do it.

Effectively, stage 1 is used for checking the data and stage 2 is for checking financial data with those people with approved amounts based on the PO value.

Many thanks in advance for your help.

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YUN ZHU 74,148 Super User 2024 Season 2 on at

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Workflows and mixed approver functions

As the two experts mentioned above, this cannot be done in the standard, but maybe you can try Power Automate.

Hope this helps.

Thanks.

ZHU
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Jun Wang 7,454 Super User 2024 Season 2 on at

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Workflows and mixed approver functions

you could set up approver one as 1, then the other as 2

then request will goes to level 2 approval after it's approved by approver 1.

you could choose one of the approval types, not able to do mix and match
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Valentin Castravet 24,961 Super User 2024 Season 2 on at

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Workflows and mixed approver functions

I don't believe you can combine a workflow user group with an approver chain. One option is to create separate workflows for each different amount threshold, and use workflow user groups. In the workflow user group, you would have your first two approvers as you currently do, and the third approver is the approver that would have been in the approver chain. i.e. if your amount threshold is 500, 1000, and 1500, create 3 workflows for each amount.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/