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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Workflow - Multiple Ap...
Microsoft Dynamics NAV (Archived)

Workflow - Multiple Approval Users and Multiple Sequences

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Posted on by ScottSchuler

We are trying to accomplish a scenario using PO approval workflows where we set up multiple users with rights to approve at a given sequence number but only one person at that sequence number needs to approve.

I used this article https://www.boyerassoc.com/creating-dynamics-nav-approval-workflows/ to get it to work with one sequence number, but not if we need to escalate it.

Scenario would be Sequence Number 1 includes department level managers (say 3 users) and sequence level 2 includes VPs (say 3 different users).  Once anyone approves in sequence one it moves up to sequence two and once anyone in sequence two approves it is approved and released.

Has anyone been able to accomplish this?

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  • Abdel Haie Profile Picture
    Abdel Haie 10 on at
    RE: Workflow - Multiple Approval Users and Multiple Sequences

    Hi wondering if you were able to address and solve this as i am facing similar situation .

    Thanks in Advance ,

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Workflow - Multiple Approval Users and Multiple Sequences

    Please have similar issues where I have the following users

    3 users - sequence 1,1,2  one approver per sequence,

    4 users - sequence 1,1,2,2  one approver per sequence,

    5 users - sequence 1,1,2,3,3  one approver per sequence,

    6 users - sequence 1,1,2,2,3,3  one approver per sequence,

    7 users - sequence 1,1,2,2,3,4,4  one approver per sequence,

    8 users - sequence 1,1,2,2,3,3,4,4  one approver per sequence,

    I used pending Approvals: 1 and Pending Approvals >1 but at the end of the last approve, the document is not released and how can I customize the workflow.

    Thanks

    Can I use the same approach, Chris

  • Suggested answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Workflow - Multiple Approval Users and Multiple Sequences

    Another general approach to complex workflow approvals is to use Microsoft Flow, where you can setup a workflow with a lot better flexibility than in standard NAV.

  • Suggested answer
    CDsilva Profile Picture
    CDsilva 4,184 on at
    RE: Workflow - Multiple Approval Users and Multiple Sequences

    Hi,

    Follow this blog chrisdsilvablog.wordpress.com/.../approval-workflow-using-workflow-user-group-in-microsoft-dynamics-nav

    Here, in the workflow group add your users with seq =1 or 2 depending on your choice.

    In the workflow, where the condition is Pending approval =0, replace it with  Sequence=2 and Status is approved

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