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Hierarchy approval workflow in Business Central

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Posted on by Inkey Solutions

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Hi all,

I want to create an approval workflow which should be approved twice for example there are 3 users i.e. User 1, User 2 and User 3.

If user 1 want to send an approval the approval request should be sent to User 2 and once the user 2 approves the request the same should be sent to the User 3 on some specific condition for example the amount is above 10000 only then it should go to User 3 for the approval. Otherwise the workflow should end on User 2 itself.

It would be great if someone can suggest me a link to resolve this issue.

Thanks in Advance

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Dynamics 365 Business Central

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Microsoft Dynamics ... Microsoft Employee on at

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Hi Inkey,

I would start with the below articles

docs.microsoft.com/.../across-set-up-workflows

usedynamics.com/.../

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Workflow-User-Groups-can-be-a-valuable-tool-that-offers-quite-a-bit-of-flexibility-and-functionality-in-the-approval-process-for-Workflows-in-NAV.docx

Hello,

Rather than type a very long reply I am attaching my Approval Workflow Group handout. Read this and it will help you setup what you are looking for.

Hope this helps.

Thanks,

Steve

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Inkey Solutions 2,116 on at

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Hi Steven,

First of all thanks for the detailed document it really helped. As I mentioned in my example as well there are 3 users. If user 1 is sending the approval request to User 2 once the user 2 approves the approval should reach to the user 3 as well for the approval.

I tried creating 3 users in the approval user setup.

Then created a workflow group and inserted 3 users there but does this fulfils my requirement?

Your reply would be much appreciated.

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Community Member on at

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Hello,

Here is y setup in BC in my sandbox...

In the actual Workflow update the first response rule:

Hope this helps.

Thanks,

Steve

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Keil 10 on at

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Hi Steve,

The above is very helpful. I had one question, as this doesn't yet appear to be working for me. Can you please provide a full screen shot of the Purchase Invoice Approval Workflow?

Thanks,

Keil

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Keil,

Attached is a screen shot of Workflow. I am also attaching the actual Workflow export as XML.

Thanks,

Steve

PIC-Workflow.docx Default.xml

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Keil 10 on at

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Thanks! I had pending approvals set at 1, and when I changed back to 0, everything worked.

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