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Advanced Approval Workflow Setup

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Posted on by CU19021520-1

Hello, I need help with the following scenario: We need to approve every purchase invoice first by anyone from finance department (I created a User workflow group for that with all of the members having sequence no. 1) and after the approval, we need an approver chain of the creator of the Purchase invoice to approve based on the amount of the invoice and their limits that are set up.

I need to ideally make this possible in one approval workflow. So far I was able to create both approvals: one for workflow user group and one for the approver chain.

After anyone from the workflow user group approves, approval request is open for the first approver of the creator of the PI.

However, his approver gets the approval request only after everyone from the workflow user group approves. Until then, his request is in the status CREATED and not OPEN.

How can I fix this?

Thank you for all your suggestions and help!

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Dynamics 365 Business Central

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Khushbu Rajvi. 19,072 Super User 2025 Season 2 on at

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Advanced Approval Workflow Setup

i am not sure but if this helps: https://docs.continia.com/da-dk/continia-document-capture/setting-up-document-capture/setting-up-document-approval/setting-up-advanced-approval/

https://www.fenwick.com.au/solutions/advanced-approvals/

https://appsource.microsoft.com/en-gb/product/dynamics-365-business-central/PUBID.fenwicksoftware%7CAID.advanced-approvals-app%7CPAPPID.8e8ec912-d309-4e01-9fdd-1ed47b7013de?tab=Overview

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CU19021520-1 8 on at

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Advanced Approval Workflow Setup

@Suresh Kulla I cannot use workflow user group for all approvers, because the people creating the Purchase Invoices have different managers, so there will not be the same approvers, I need the approver chain. Do you have any suggestions how to achieve this?

@YUN ZHU thank you, I have already seen this video, however, it only works with the workflow user group and I need approver chain as well.

@VaHiX I have the same sequence number for the people in the workflow group (sequence number 1), which makes it a parallel approval. Once one member of the group approves, it moves to the first approver of the approver chain, which is good. However, when the first approver of the approver chain approves, it does not move to the second approver, unless all the remaining members of the workflow user group approve. I dont know why, since it seems to be working with the first approver.

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YUN ZHU 90,466 Super User 2025 Season 2 on at

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Advanced Approval Workflow Setup

Hi, hope the following helps as well.

https://www.youtube.com/watch?v=XWXbfOvAKZ0

Thanks.

ZHU

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Suresh Kulla 49,402 Super User 2025 Season 2 on at

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Advanced Approval Workflow Setup

Why you need to two workflows, you can use same sequence or different in the same workflow user group, that way for all members who have sequence 1 needs anyone of them then 2, 3 4 and goes in the approver chain.

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Vahid Ghafarpour 11,930 Super User 2025 Season 2 on at

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Advanced Approval Workflow Setup

Instead of setting up the workflow user group approval as a sequential approval, configure it as a parallel approval. This way, the approval request goes to all members of the workflow user group simultaneously, and the workflow can proceed to the next step once any one member has approved.

https://learn.microsoft.com/en-us/dynamics365/business-central/across-use-workflows

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