Microsoft Dynamics CRM (Archived)

Multi Level Approval Logic Needed

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Posted on by omgcrm

2,585

Hello CRM Geeks,

We have very simple but unique scenario to be accomplished in CRM 2015 Online.

Multi Level Approval Process:-

ROLES Hierarchy is

1. Creator -> Manager -> HR(1st Dept)

2. Creator -> Manager -> HOD -> HR(2nd Dept)

3. Creator -> Manager -> HOD -> CEO -> HR(3rd Dept)

Creator requests for Leave, Manager Approves/Rejects and like wise record moves on.

Different Department have different roles hierarchy.

For Example in 3rd Dept, Creator creates request, Manager Approves, then HOD approves, then CEO should Approve. OR if HOD requests CEO should Approve.

Questions

1. What is the best possible way to design this logic with? Custom Workflow/plugins,etc?

2. In the future customer wants the option to add any new roles in between, for Example in 2nd Dept, they might add Senior HOD after HOD, SO the logic should be changed dynamically. Any request by HOD should forward to Senior HOD and then HR

I am glad to explain again anytime.

Thank You!!

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Vy Hong 10 on at

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RE: Multi Level Approval Logic Needed

Have you found the solution under the circumstance that the roles which are in charge of approval are in different business units?

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Abdul Wahab 12,119 Moderator on at

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RE: Multi Level Approval Logic Needed

Hi Sreekanth P

Thank you so much

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omgcrm 2,585 on at

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RE: Multi Level Approval Logic Needed

Hello Abdul,

Apologies for the Delay!

Its really been a long time.

I did not use any addon for this. I developed full custom logic with the help of custom worklfows.

Those days we didnt have MS Flow and other stuff :(

But hey you can check out this video (Multi-Staged Approval Workflow using D365 + Microsoft Flow)

www.youtube.com/watch

Hope it helps!

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Abdul Wahab 12,119 Moderator on at

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RE: Multi Level Approval Logic Needed

Hi Sreekanth P,

I am still waiting for your response.

Thanks and Regards,

AW

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Abdul Wahab 12,119 Moderator on at

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RE: Multi Level Approval Logic Needed

Hi Sreekanth P,

Your Provided link is not working for me: www.3psolutions.com/3PSolutionsApprovalAddonOverview.htm. Can you please copy, and paste this post to me. This really help full for me.

Best Regards,

Abdul

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omgcrm 2,585 on at

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RE: Multi Level Approval Logic Needed

I found this Article.

www.3psolutions.com/3PSolutionsApprovalAddonOverview.htm

They have designed an Multi Approver and Multi level logic.

So i am thinking to design this way.

1) I would create an new Entity("ROLES LEVEL") where we can store Role Level Details

Example:-

Sales Dept Record

level 1 = Sales team(Lookup)

level 2 = Manager Team

level 3 = HOD team

2)On select of "Approve button" on an leave entity, i am want to trigger an workflow which checks the users team. Get the user team dept such as "Sales Dept".

Note: leave entity is an entity where people apply for leave and it should be approved.

3)Find the Sales Dept Record in "ROLES LEVEL" and fetch all the details.

4)The person who applied for leave, fetch his team name and check which level is it in ROLES LEVEL. So the level would be 1.

5)So the level2 team will be able to approve his record.

So this scenario will be useful even if the manager applies for leave, his next level that is HOD will be able to Approve.

is the Logic Correct? :P

I hope you understand :)

thank you

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ScottDurow 21 on at

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RE: Multi Level Approval Logic Needed

Hi,

There is always a trade off between user experience and configurability. One of the advantages of using dynamics crm is that it is very easy to add fields and security settings. IMHO this is just as easy as if you had some custom approval customisations to add a new role with the added advantage that there is no custom code to support. Simplicity is often the best approach!

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omgcrm 2,585 on at

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RE: Multi Level Approval Logic Needed

Hello Scott,

I think you are referring to the below process

benitezhere.blogspot.in/.../a-simple-approval-process-in-crm-2013.html

which is an very good logic but in my case

i dont think it would suit.

For example, take 3rd dept which has manager,hod and ceo "Approved By" fields with field level security set.

Suppose in the future if any Role is to be added, how do they achieve this? They again need to create any Approved By field and new field level security profile Right?

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ScottDurow 21 on at

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RE: Multi Level Approval Logic Needed

I have found that what works best is to have fields on the entity that is being reviewed for each level of approval required and use field level security to ensure that only those that are allowed can mark the record as approved. You can then use a workflow to send out emails notifying the user with a link to that record when the approval is required. This keeps the process simple and it works well with the Business Process Flow feature of Dynamics CRM.

see www.powerobjects.com/.../enhanced-field-level-security-features-for-crm-2015

Hope this helps,

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Aileen Gusni 44,524 on at

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RE: Multi Level Approval Logic Needed

Hi omgcrm,

To be honest, CRM is not easy to implement the multi level of Approval and not really suitable.

You can refer to this link as well.

http://blogs.microsoft.co.il/rdt/2011/11/12/microsoft-dynamics-crm-2011-workflow-based-approval-process-implementation-part-3/#comment-2823859}

You can create workflow combined with plugin or custom workflow as well.

But you cant use the security role to be the list approval checking using the oob workflow since you cant do much query using workflow.

So, what I did in the project is always combining workflow and plugin.

The problem is you need to create own configuration to set the level 1 until level x.

If you use plugin, the disadvantage is just you cant see the visualization of the current state unless you use report or custom your visualization, but advantage you have the full control and can use your own configuration entity.

Thanks

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