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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Being able to choose w...
Small and medium business | Business Central, N...
Suggested answer

Being able to choose who to send the approval request to

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Posted on by Oguzhan Gok 19

Hello,

A strict hierarchical order can be created using workflow user groups and using the approval user setup. But is there an option that allows a person to send the purchase order approval request she/he enter into the system to any approver she/he want?

For example, the approval request of purchase order A should be sent to manager 1 and the purchase order B to manager 2.

Thank you,

Have a nice day

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
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  • Suggested answer
    Maria Chambel Profile Picture
    Maria Chambel on at
    RE: Being able to choose who to send the approval request to

    Hi,

     

    It’s not possible to choose the approver at the moment you are sending the approval request.

    You must define in the workflow a specific approver, a user group or to use the approval chain.

     

    So regarding “For example, the approval request of purchase order A should be sent to manager 1 and the purchase order B to manager 2.”

    I believe to achieve that you need to create two workflows with different conditions (for example, filter by Assigned User ID or any other field that might be different according with the approver) and then assign a specific approval for each workflow.

    Based on the condition, system will know which approver should get the request.

     

    Hope it helps.

  • Suggested answer
    JAngle Profile Picture
    JAngle 119 on at
    RE: Being able to choose who to send the approval request to

    Power automate offers a viable option. It depends on you using either the assigned user ID or the purchaser code as your selection field. The assigned user ID would be easiest because it contains the best data. Only thing missing from the data is the email domain which you can add in power automate.

    Use one of the business central templates in power automate for document approvals. Use your version of this in the assigned to part of the approval:

    1B3D75EB_2D00_C11E_2D00_485A_2D00_A6B6_2D00_6363B242EBDC.jpeg
    there is a condition later in the flow which you can check the approver isn’t the same as the sender

  • Suggested answer
    JAngle Profile Picture
    JAngle 119 on at
    RE: Being able to choose who to send the approval request to

    More details on how I’d do it can be viewed here: joshanglesea.wordpress.com/.../

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Being able to choose who to send the approval request to

    Oguzhan,

    Adding to the replies... Out of the box Business Central, not possible. You should consider Power Automate, which has the flexibility you want to accomplish. Here is a link to a recording of one and the person on the video you can connect with for assistance.

    www.youtube.com/watch

    Hope this helps.

    Thanks,

    Steve

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