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Microsoft Dynamics CRM (Archived)

Approvals

Posted on by Microsoft Employee

I wonder if there any tool already exist to handle if I have two entities and both of them has the right to accept or reject what will be the result of one of them approved and the other rejected ? 

Thanks In advance 

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  • Suggested answer
    M I Mostafa Profile Picture
    M I Mostafa 4,257 on at
    RE: Approvals

    Hi Nessma,

    If I understand you correctly, you want to setup some business rules so that if an administrator and/or manager accept or reject a request, you accordingly decide if the overall status is accepted or rejected.

    The first step is to actually define the business rule. So if:

    1) Both accepted = acceptance

    2) Both rejected = rejection

    3) Admin accepted + Manager rejected =?

    4) Manager accepted + Admin rejected = ?

    Once you decide the logic, you can then apply it in a workflow (if your data model allows). So if the approval is a custom entity, every time a new record is created, you update a parent entity so you set the overall value to accept or reject accordingly.

    This might work if your data model and entities relationships allow. If not, you might need to write a custom plugin to apply these business rules.

    Hope this helps! Please click on "yes" if you found this response helpful.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Approvals

    My Case is I have a delivery request Employee initiate  request and i will be assigned to the direct manager and the administrator at the same time , the employee must receive the acceptance or the rejection from both of them so what if the direct manager approved but the administrator rejected what will be the result for the employee ? rejection or acceptance or will be  note mentioning what happened through the process  !

    Thanks In Advance

  • Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: Approvals

    Hi

    These two entities are related?

    Is it a manual process, or it would be done automatically on some condition (based on the values)?

    Please give more details.

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