AX 2012 workflow escalation to a group

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We are trying to implement workflow for journal entry approvals. The initial approval is set up through a hierarchy. If the approver does not respond within the time frame we establish, I would like to set the workflow to escalate to a group of people so that any one of that group could approve the entry to move it through the workflow. We do not want the workflow to have to escalate to the VP for completion. If I assign the escalation to User, and select multiple names, it only seems to escalate to the first name selected. How can we escalate to a group?

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Bashir Ahmad 5,248 on at

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dynamicsaxtipoftheday.com/.../use-workflow-escalation-to-make-sure-tasks-get-done

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Community Member on at

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Unfortunately this does not answer my question. I had already followed these steps and if I put more than one user in the list, it only escalates to the first name on the list, not all of them. I am looking for the escalation to go to more than 1 person at the same time.

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RamK 2,580 on at

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Hi Swhyte, Typically Escalations will go to single person, not set of users. If you would like to send it to user group, you have to go with customization

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Jonathan Halland 11,310 on at

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Hi.

The simple answer is that workflow does not cater for escalating to a group. The reason is as follows. When you do your initial assignments individual workitems are created per user to whom the workflow is assigned. On escalation each of these workitems are individually escalated to a person in a hierarchy or a static person.

Workarounds for this may be complex and involve coding. An example would be to

1. Add a flag to your table that is set when the physical approval button is clicked (not the workflow approval event handler)

2. Set your first workflow step to "auto-approve" after the required time. (Auto-approval won't trigger the code in #1.)

3. Create a second step with a condition e.g. Where flag is not set execute the step. In this step assign the workflow to the group.

I hope this helps give you some ideas.

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Community Member on at

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Hi swhyte,

Like Jonathan said, you will have to customize using flags that checks the condition on wether to execute the normal way or move to a group during approval.

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