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Session Id : QwfJigwASeza2ZH2wcw3k3
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Workflow questions
Small and medium business | Business Central, N...
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Workflow questions

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Posted on 26 Sep 2023 13:45:06 by LS-29041148-0 44
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
 
 
Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
  • Suggested answer
    LS-29041148-0 Profile Picture
    LS-29041148-0 44 on 27 Sep 2023 at 04:43:16
    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?
  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 80,175 Super User 2025 Season 1 on 27 Sep 2023 at 04:31:54
    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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