Business Scenario
We currently make use of two systems that integrates to create Purchase Orders.
Our maintenance team are able to create Purchase orders in MS Field Service which then automatically creates a Purchase Order in Dynamics 365 F&O.
When the Purchase order is created in Dynamics 365 F&O it remains in draft status until someone clicks the workflow submit button.
We are trying to figure out if there is a way that we could make use of another Dynamics Purchase Order workflow to automatically trigger the current Purchase Order Approval workflow when it was created by the Field Service integration.
Background
We currently have the Purchase order workflow which is set up to assign the purchase order submitted to the relevant person for approval.
Basically we will need another Purchase order workflow which auto submits the purchase order if it meets all of the below criteria:
Created by = SteelServIntegration
Approval Status = Draft
Purchase order status = Open order
If all the before mentioned criteria is met, it must trigger this new workflow which in turn will trigger the current approval workflow.
