Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Approval Request Entri...
Small and medium business | Business Central, N...
Suggested answer

Approval Request Entries Page Permissions

(0) ShareShare
ReportReport
Posted on by KRM 60

Hi,

As super user in Business Central, I am able to access the page " Approval request entries", and see every approval request ever sent by any user, but I would need to create a permission set to allow our business managers access and be able to "read" the information in "Approval request entries" for their team members.

I have created a permission set in our sandbox environment to test this but I can´t seem to get it right. I have added following: 

  • Table Data -> 454 /  Read Permission: Yes / Insert permission: Indirect / The rest: blank. 
  • Report-> 0 All objects of type report / Excecute permission 
  • Page -> 662 / Execute permissions: Yes

For some reason users already have access to view their own approval request entries, but not from their colleagues. What am I doing wrong ?I just want to create a permission set that would allow the managers to view the information on the page "Approval request entries" for all their team members and not only their own, and maybe use the function "open in excel" but not Edit in Excel.  Do you have any tips on what effective permissions I am missing on the permission set ? Do you have any other experience on how to follow-up on pending approval requests for all team members? 

Really thankful for the help in advance, 

Categories:
Dynamics 365 Business Central
  • AB-04100024-0 Profile Picture
    AB-04100024-0 2 on at
    Approval Request Entries Page Permissions
    I've had the same issue with wanting our AP officer to be able to see who raised the PQ's and not being able to see the information on either the approved PO or in the "approval request entries".
     
    Turns out giving them super user access didn't change anything the required field was under the "Approval User Setup" and ticking the "Approval Administrator" checkbox to allow them to view all approvals.

    Only 1 user at a time can be the "Approval Administrator" so this becomes annoying when you have to change the person each time you want someone else to be able to view it....
  • pwol75 Profile Picture
    pwol75 4 on at
    Approval Request Entries Page Permissions
    My company is also struggling with the fact we can't see the audit trail of who approved entries, must be hiding somewhere and want to see them, poor setup that this is not more straight forward.
  • Suggested answer
    Tech-Lucky Profile Picture
    Tech-Lucky 815 on at
    RE: Approval Request Entries Page Permissions

    Approval Request Entries have a default page filter of Sender ID you can check the page Filters from the Page Inspection area, if you need to change that then you must have to achieve this by customization you cant bypass the page filter without customization. and if I talk about the permission sets, you can restrict the users to access the objects or Objects data only.

  • Chris-P Profile Picture
    Chris-P 5 on at
    RE: Approval Request Entries Page Permissions

    Our customer has the same requirement.

    Has anyone come across any workarounds or permissions that can be configured to achieve this?

  • Bjorn Enbom Profile Picture
    Bjorn Enbom 25 on at
    RE: Approval Request Entries Page Permissions

    I have a similar issue. But in my case if I set SUPER as permission with company left empty - then I can see every approval request ever sent by any user.

    But if I set SUPER permission to the user for the specific COMPANY we are working in, I can only see every transaction request made by that user (the one currently logged in as).

    Our customer wants to be able to see where in the sequence of the approval workflow any PO is (what user who currently hold the approval request). Not only the ones they have sent for approval themselves.

    Does anyone have any ideas?

  • KRM Profile Picture
    KRM 60 on at
    RE: Approval Request Entries Page Permissions
    [quote user="JAngle"]

    That page has a filter group control on it. You can’t bypass it, even as a super user. Try using page 658 "Approval Entries" instead. Permissions will impact that page.

    [/quote]

    Not sure I understand what you mean with even as super user you can´t bypass it ?  Because as I mentioned earlier, I am able to go to that page and look into the page and the list of  all user approval request entries and even export an excel out of it. So, if I can look into it there should be a way to give permission to someone else to look at it too ?

    Also, in regards to Approval Entries .. there is no information showing at all.  Even as super user I do not see any lists of approval entries.

    Would you mind being a bit more specific on what permission sets I need to create so that business managers can access either "Approval Request Entries" or "Approval entries". The second one, even I as super user can´t access (see below).   Should the page "Approval Entries" by default display all approval entries ? Because in our case it doesn´t. If it would´ve then we would´ve used it.  Can it be some problem in the background why it is not showing our approval entries ? 
    pastedimage1619422366582v1.png


  • JAngle Profile Picture
    JAngle 46 on at
    RE: Approval Request Entries Page Permissions

    That page has a filter group control on it. You can’t bypass it, even as a super user. Try using page 658 "Approval Entries" instead. Permissions will impact that page.

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

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey Pt 2

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,791 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,488 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans