web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Workflow User Groups -...
Small and medium business | Business Central, N...
Suggested Answer

Workflow User Groups - Peer Approval

(0) ShareShare
ReportReport
Posted on by Slightly Odway 5

Hi,

New to the forum.

I have 4 staff who create & post general journals. I want to create a Workflow User group to peer review (approve) a general journal before it can be posted.

Any 1 of the 4 can create the lines in the journal.

I want any 1 of the remaining 3 to have to approve it before posting.

So far, I have created a "General Journal Batch Approval Workflow"

changed "an approval request is approved" to "<always>"

 and set "Approver Type" to a workflow user group.

In the user group I have added the 4 users all with sequence number 1.

If a user in the user group creates the journal and send for approval, as they are in the group, they automatically approve the journal and it can be posted.

Is there any way to make it so that the users in the user group can't self approve?

Scott

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Scott,

    I am attaching my handout on Approval Workflow Groups. This will help you setup and fulfill the requirement.

    Hope this helps.

    Thanks,

    Steve

    3-Approval-Groups.docx

  • Slightly Odway Profile Picture
    Slightly Odway 5 on at

    Hi Steven,

    Thats really handy, thanks. However, still leave the last bit of my query unresolved.

    "If a user in the user group creates the journal and send for approval, as they are in the group, they automatically approve the journal and it can be posted.

    Is there any way to make it so that the users in the user group can't self approve?"

    Any idea if there is a way to restrict self approval?

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Scott,

    I have not found a way using base BC. However, I recall a way in Power Automate that allows you to add more filtering and conditions.  Check out this recording that might give you direction to resolve: www.youtube.com/watch

    Thanks,

    Steve

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 1,926 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,158 Super User 2026 Season 1

#3
Khushbu Rajvi. Profile Picture

Khushbu Rajvi. 533 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans