Skip to main content

Notifications

Announcements

No record found.

Business Central forum
Suggested answer

Submitter cannot be approver

Posted on by 23
Hi Team,

How do I set up a workflow in Dynamics BC where the submitter of a payment journal line, can't be the approver as well? 

I've already set up the approval user flow accordingly? would this be sufficient. 
 

  • OP-28051742-0 Profile Picture
    OP-28051742-0 23 on at
    Submitter cannot be approver
    HI Community.

    You're correct.  

    I've been testing this workflow multiple times and I've noticed that if the requestor is set up as the workflow admin, then his requests are auto approved if I remember correctly.

    My criterions are : 

    Point (1) if the pay journal line amount is over 50K. it can only be approved person X, if its below 50k , it has to be approved by person Y.  so I've created two separate workflows with the following conditions and responses. 

    Point (2) the same person who creates payment line should not be able to approve the payment. 
     

    I'm struggling to figure out how to set up the part 2. the same person who creates payment line should not be able to approve the payment. 

    How can I set this up?
  • Suggested answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 14,611 User Group Leader on at
    Submitter cannot be approver
    HI,
     
    By default, system will not allow submitter as approver.
     
    You need to make sure that Approver ID is assigned to all users.
     
    Regards,
    Saurav Dhyani
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 64,181 Super User on at
    Submitter cannot be approver
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 5,519 Super User on at
    Submitter cannot be approver
    unless you set up the requestor same as the approver, the requestor won't be able to approve his own requests.
    exception might be the requestor is set up as the workflow admin, then his requests are auto approved if I remember correctly.
     
    Jun Wang
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 7,264 Super User on at
    Submitter cannot be approver
    It depends how your workflow is setup. In the Workflows page what is your Approver Type and Approver Limit Type? For example, is it Approver and Direct Approver? Or is it something else?
     
     
     
     

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,995 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,610 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans