Skip to main content

Notifications

Microsoft Dynamics NAV (Archived)

Workflow approvers for 2 users in NAV2016

Posted on by 125

Hello experts,

We had created an workflow for approving purchase quotes using following configuration

2018_2D00_05_2D00_29_5F00_9_2D00_40_2D00_37.jpg

Lets say,we have 2 users(User-A & User-B) who will initiate the workflow and 2 approvers (User-C & User -D) with same level of hierarchy.

User-A ,User-B(Purchase executive) will initiate workflow for approving the purchase quotation.This will be "pending for approval" status. After the approval from User-C (Purchase Manager) the quotation is released.

There are few practical cases where user-C is busy in attending his official meetings, communicating with vendors etc..resulting delay in releasing the quotes.

Can we set another in the same stage, "User-D(Purchase Manager)" with the authority of approving the purchase quotes?

Does NAV 2016 workflows provide an option for 2 or more users to approve a transaction without delegating or cancelling the workflows?

*This post is locked for comments

  • Verified answer
    CDsilva Profile Picture
    CDsilva 4,184 on at
    RE: Workflow approvers for 2 users in NAV2016

    You will have to code for it

    Write your code on open page of Request to approve page, strange with th No and status as Released, if found delete the line.

  • KONSPEC ERP Profile Picture
    KONSPEC ERP 125 on at
    RE: Workflow approvers for 2 users in NAV2016

    Is this configurable?

  • KONSPEC ERP Profile Picture
    KONSPEC ERP 125 on at
    RE: Workflow approvers for 2 users in NAV2016

    Madam / Sir,

    Thanks for your valuable help. I had one concern here.

    If User-D approves the Purchase quotes then document is released.

    However in the User-C bucket, the "Request for approval" is showing "open" status for the same document that was already approved & released by User-D.

    Is there any possibility or configuration available where a user approves & releases the document then automatically it is cleared in another users bucket??

  • Verified answer
    4BzSoftware Profile Picture
    4BzSoftware 6,071 on at
    RE: Workflow approvers for 2 users in NAV2016

    Hi Pradeep,

    You can refer to below links:

    1. Use User Group: community.dynamics.com/.../approval-workflow-using-workflow-user-group-in-microsoft-dynamics-nav

    2. Use Delegation function: www.encorebusiness.com/.../workflows-microsoft-dynamics-nav

  • Verified answer
    CDsilva Profile Picture
    CDsilva 4,184 on at
    RE: Workflow approvers for 2 users in NAV2016

    Hi,

    I had a similar scenario,

    You can create Workflow user group.

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

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,228 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,056 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans