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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Workflow approvers for...
Microsoft Dynamics NAV (Archived)

Workflow approvers for 2 users in NAV2016

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Posted on by KONSPEC ERP 129

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?

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  • Verified answer
    CDsilva Profile Picture
    CDsilva 4,188 on at

    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

  • Verified answer
    4BzSoftware Profile Picture
    4BzSoftware 6,073 on at

    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

  • KONSPEC ERP Profile Picture
    KONSPEC ERP 129 on at

    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??

  • KONSPEC ERP Profile Picture
    KONSPEC ERP 129 on at

    Is this configurable?

  • Verified answer
    CDsilva Profile Picture
    CDsilva 4,188 on at

    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.

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