Creating multi-level Approval Process Workflows

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Posted on by Mohd Tahir

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Dear Experts,

I have noticed that there are no out of the box approval Process Workflows in CRM Dynamics. My client requires a multi-level approval process. When a new record is created by a specific user role only, an approval process should work behind. This record will have a a column with statuses such as approved, rejected, etc. User's manager will receive an email notification along with the link to the record and will have authority to approve/reject it by selecting value from the drop-down. Whatever is the outcome (approved/ rejected), finally the user should receive an email with the result of his requested approval.

The column should have appropriate permission right as well, so that other users aren't able to approve/reject it. Any suggestions will be highly appreciated.

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Mahendar Pal 45,095 on at

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Hi,

One option is to setup a flag which you can set during create using plugin, after to checking current user security role and if it is based on requirement set this field. Setup a workflow which will run on create and will first check if that flag is on, and it yes it will send notification to regarding managers for the approval process, if not it will complete.

You can control field permission using field level security.

Hope it will help.

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