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Small and medium business | Business Central, N...
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Sales order workflow

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Posted on by 725
i have created a workflow for sales order in which i have following conditions:
1. document type = order | invoice
2. status = open
3. salesperson code = user (on which workflow should work)
 and in responses i have added workflow user group:
user A = sequence 1
user B = sequence 2

but when i am creating sales order and trying to send request for approval 
i am getting this message 
and then i set the approver id for the user who is creating sales order but then system is not sending request to the users who are in workflow user group system is sending request only to the user who is setup as a approver id in approval user setup.

And this is happening in sanbox 1 in sandbox 2 its working perfect please guide me if there is any setting kind of thing
Thanks
I have the same question (0)
  • Suggested answer
    OussamaSabbouh Profile Picture
    10,875 Super User 2026 Season 1 on at
    Hello,
     
    You’ve mixed two approval models. That’s why Sandbox 1 behaves differently.
     
    What’s happening
     
    Approval User Setup = hierarchical approver (mandatory if used)
     
    Workflow User Group = workflow-driven approvers
     
    If Approval User Setup exists for the requester, BC always uses it first and ignores the workflow user group.
     
     
    In Sandbox 1, the user has an Approver ID → approval goes only to that person.
    In Sandbox 2, that setup is likely missing, so the workflow user group works.
     
    Fix / Best practice
     
    If you want Workflow User Group approvals:
     
    Remove Approver ID for the requester in Approval User Setup
     
    Keep only:
     
    Workflow
     
    Workflow User Group (User A → User B sequence)
     
     
     
    If you want manager-style approvals:
     
    Use Approval User Setup only
     
    Don’t use workflow user groups
     
     
     
    Rule of thumb
     
    > Don’t mix Approval User Setup and Workflow User Groups for the same document type.
     
     
     
    Docs:
     
    Approval workflows overview
    https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-workflows
     
    Approval User Setup behavior
    https://learn.microsoft.com/en-us/dynamics365/business-central/finance-how-workflows-approvals
     
     
    Regards,
    Oussama Sabbouh
  • peter fun Profile Picture
    725 on at
    Hi,
    No there is still issue i have removed the approver id for the requester and then tried to send request based on workflow user group, but system is giving me message to assign approver id in approval user setup for requester why is this asking me to assign approver id?? when i assign approver id then system is sending to the approver who is in approver user setup. its not looking at workflow user group......
  • Gerardo Rentería García Profile Picture
    25,545 Most Valuable Professional on at
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    21,573 Super User 2026 Season 1 on at
    In Sandbox-1, remove Approver ID from Approval User Setup for the requester OR Ensure the workflow response is explicitly “Create approval request using Workflow User Group”

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