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Purchase order workflow

Posted on by 96

Hi.. I am facing some issue after sending request to approval. It shows pending request but approval request is not showing on the other approval id .

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  • Jack Carter Profile Picture
    Jack Carter 96 on at
    RE: Purchase order workflow

    thanks...

  • Verified answer
    Govinda Kumar Profile Picture
    Govinda Kumar 2,201 Moderator on at
    RE: Purchase order workflow

    Hello Kevin James,

    Add the "Send approval request for the record and create a notification" event. Or just create the workflow from the template so it will automatically add that event.

    pastedimage1668694767731v1.png

    Also, set the Approval type and Approval limit type in the "Create an approval request for the record using approver type Approver and approver limit type Approver Chain" event.

    pastedimage1668694895393v2.png

    Set the Approval Chain in "Approval User Setup"

    pastedimage1668695083225v3.png

    Thanks and Regards.

  • Verified answer
    Sejal Profile Picture
    Sejal 95 on at
    RE: Purchase order workflow

    pastedimage1668688936289v2.png

    add this last event in your Workflow setup.

  • Verified answer
    DAnny3211 Profile Picture
    DAnny3211 9,217 Moderator on at
    RE: Purchase order workflow

    hi

    look this

    learn.microsoft.com/.../across-set-up-workflows

    DAniele

  • Jack Carter Profile Picture
    Jack Carter 96 on at
    RE: Purchase order workflow

    help needed

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