Small and medium business | Business Central, N...

Hierarchy approval workflow in Business Central

(0) Share

Report

Posted on by Inkey Solutions

2,100

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

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

Microsoft Dynamics ... on at

Like (0)

Report

Hi Inkey,

I would start with the below articles

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

usedynamics.com/.../

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

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

Was this reply helpful? Yes No
Inkey Solutions 2,100 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

Hello,

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

In the actual Workflow update the first response rule:

Hope this helps.

Thanks,

Steve

Was this reply helpful? Yes No
Keil 10 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (1)

Report

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

Was this reply helpful? Yes No
Keil 10 on at

Like (0)

Report

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

Was this reply helpful? Yes No