Approval workflow by Roles

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Posted on by Ming Chen

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Hi,

We have a request from a customer that need to approve a purchase order based on the amount.

for example,

if the amount <=1k, it goes to group1 for approval and then group 2.

if the amount >1k, it goes to group3 for approval and then group 4.

Is it possible to set up the workflow based on the group rather than person/user?

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Verified answer

Dallefeld

211 User Group Leader on at

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ou can send to groups based on amount by editing Event Conditions and Responses. In BC, the problem is you cannot imbed group2 into group 1, groups are only for users.

In the workflow, you might be able to add events that you could direct to a second group after the first approval is complete. I've not tried this but here's the logic.

When EventOn ConditionThen ResponseColumn1

Approval of a purchase document is requested.	Document Type: Order, Status: Open	( ) Add record restriction.	This would direct to first user group
An approval request is approved.	Define this is the issue	( ) Add record restriction.	direct to 2nd group
An approval request is approved.	Pending Approvals: 0	( ) Remove record restriction.

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Verified answer

YUN ZHU 95,748 Super User 2025 Season 2 on at

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Hi, yes you can do it.

Workflow User Group:

In workflow:

You can use workflow user group as Approver Type.

More details:https://docs.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-workflow-users

Hope this will help.

Thanks.

ZHU

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