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Parallel Approval Capability

Posted on by 130

Hi BC Community,

I am in need of a parallel approval workflow in Business Central. I have read the forums and understand the basic functionality does not exist in BC - so I am looking for either:

  • 3rd party application that is suggested/recommended for the process below
  • Suggestions on customization - I assume it would be in approvals mgmt. codeunit - and maybe searching against a specific workflow code + sequence # to allow it to be fully approved 

Our scenario is: we have 3 approvers

Step 1: Approver 1

Step 2: Approver 2 OR Approver 3 (whomever approves first)

I am looking for functionality to support this.

Thank you

  • SammySevens Profile Picture
    SammySevens 130 on at
    RE: Parallel Approval Capability

    Thank you Zhu, but I don't believe this works as intended. The flow above will require both approvers in sequence 2 to approve before proceeding.

    Thanks to our partner - they helped me identify that I could change the condition for Pending Approvals as below to get the outcome required. 

    It also require Approve the approval request for the record as part of the remove record restriction step, to clear approvals in queue for the approver.

    This was an odd one, but thank you as always for your guidance and insight!

    pastedimage1675211967481v1.png

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,472 Super User 2024 Season 2 on at
    RE: Parallel Approval Capability

    Hi, If it's just the following requirements, I think the standard functions can do it.

    Step 1: Approver 1

    Step 2: Approver 2 OR Approver 3 (whomever approves first)

    You can search for the keyword Workflow User Groups.

    https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-workflow-users

    pastedimage1675210050820v3.png

    For example,

    pastedimage1675209935370v1.png

    pastedimage1675209993031v2.png

    In your workflow:

    pastedimage1675210106611v4.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Parallel Approval Capability

    If you are in BC online i would recommend you look into using Power Automate for this.

    And in the upcoming 2023 Release Wave 1 it is said that the approval workflows using Power Automate will be further improved.

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