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

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Workflow questions

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Posted on by LS-29041148-0

42

Hi Community please assist in answering the following questions from the client.

Can new and updates on the customer master go through the workflow?
Is there a recall option available if the requestor submits in error or the approver rejects or approves in error
If an approver rejects due to incomplete information, can they add a comment to advise the requestor what is missing and will the requestor be able to edit and resubmit?
Is the setup of the workflow structure global or per company? There may be differences with Dealers

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Dynamics 365 Business Central

Dynamics 365 Business Central

Dynamics 365 Business Central

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LS-29041148-0 42 on at

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Workflow questions

Thank you @Yun Zhu this will help.

One last when the approver approves by mistake is possible for them to undo the approved/rejected request?
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YUN ZHU 78,032 Super User 2025 Season 1 on at

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Workflow questions

Hi, workflow settings are valid per company.

You can find the standard Customer Approval Workflow in Workflow Templates. You can create one and try it out to see if it meets your needs.

And, these workflows in BC are typically initiated manually on the page. So it may not be the same as what you want to do.

In addition, you can also try the Power Automate flow, which will be more flexible.

Hope this helps.

Thanks.

ZHU

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