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Finance | Project Operations, Human Resources, ...
Answered

Project invoice proposal workflow only activated for certain conditions

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Posted on by 159

Hi All

When setting up project invoice proposal is there a way in which you can configure the workflow to be active only if certain conditions are met?

e.g. if the invoice proposal amount is greater that a certain amount that the workflow is active and if is less than that amount then the workflow is not active i.e the workflow button is not available.

The reason I am asking is that I did configure something in a demo environment (which is no longer available) and the setup forced me to submit the workflow if the condition is met and if the condition was not met then the workflow icon was not available I tested this a few time to confirm I was not seeing things.

Now when I trying to reconfigure in a new environment I am not getting the same result - is there any other to achieve this.

Kind Regards

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    300,915 Super User 2025 Season 2 on at

    Hi Mohamed,

    There are some start conditions, but not sure if that will solve all. Anyway, I would suggest to have a common procedure to submit all proposals to the workflow. In the workflow configuration you can set conditions. If a certain condition is met, it could do an auto approval; otherwise it needs a person for review and approval.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Mohamed Saib,

    I am fully with Andre. Design your workflows in a way that you need to submit transactions all of the time. This ensures a consistent usage of the workflow and does not confuse people when to submit or not submit something. If no approval is required, make use of the auto approval functionality.

    Best regards,

    Ludwig

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