Approval workflow by Roles

(0) Share

Report

Posted on by Ming Chen

190

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?

All responses (2)

Answers (2)

Verified answer

YUN ZHU 81,665 Super User 2025 Season 1 on at

Like (0)

Report

RE: Approval workflow by Roles

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

Verified answer

Dallefeld

175 User Group Leader on at

Like (0)

Report

RE: Approval workflow by Roles

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.