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Finance | Project Operations, Human Resources, ...
Suggested answer

Workflow Approvals

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Is it possible to allow someone to approve a workflow from GP such as an invoice approval but not be on the network? If so what security needs to be setup up? 

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  • Suggested answer
    RE: Workflow Approvals

    Hello,

    You can have users approve through the Workflow emails, but there is a bit that goes into it.

    First, you will need to setup Web Services.

    www.azurecurve.co.uk/.../

    Then you would need to make Web Services external by adding HTTPS:

    community.dynamics.com/.../draft-web-services-steps-to-change-web-services-address-from-http-to-https-in-microsoft-dynamics-gp-2010-and-2013

    Then you would have to setup emails for Workflow.

    There is a pretty good overview here:

    community.dynamics.com/.../dynamics-gp-workflows-to-simplify-the-approval-process

    As a note, the users will need to log into the prompt when the click the email workflow buttons using an account on the same domain as the SQL Server, otherwise there is some further requirements with Domain trusts (all most be two-way).

    Hopefully this is able to at least get you started. I am sure there are many members of the community (most of the links I provided) who may have more information.

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