web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Check out the Community Spotlight Video Series
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Workflow approvals wit...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Workflow approvals with user group with 2 levels

(0) ShareShare
ReportReport
Posted on by Anne22 20

Hi All, 

I am trying to setup an approval process whereby 1st approval is anyone from a group of 5 and then a Manager. 

I have set up a Workflow user group where the 5 people are set to 1 and then the manager is set to 2. So any of the 5 can approve, and then the invoice needs to go to the Manager. So only 2 approvers needed, but 1 from the group first. 

Anyone know how I can do this in workflow without power automate?

thanks

Anne

I have the same question (0)
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,809 Most Valuable Professional on at

    Hi,

    Create two workflow approval under the workflow setup.

    One for assignment =user group where anyone can approve and the workflow will go to next approval.

    Next approval you will keep the manager as assignement.

  • Anne22 Profile Picture
    Anne22 20 on at

    That sounds great - but I am new to this - can you give me a bit more detail about how to create another  workflow within it.

    This is for a purchase invoice.

    Much appreciate

    Anne

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,573 Moderator on at

    Hi, For reference to Ramit's suggestion, you can check below thread and create a user group, add your 5 users and in completion policy in workflow approval, set Single Approver.

    community.dynamics.com/.../412046

    You don't need another workflow but add another approval step.

    check this out

    learn.microsoft.com/.../workflow-with-multiple-users-in-an-approval-step

  • Anne22 Profile Picture
    Anne22 20 on at

    HI Mohit,

    thanks for your response. Your suggestion sounds like it would work but sadly I am using Dynamics 365 not AX so I dont have these screens or the option for a "completion step". I am sure it can be done and I have tried setting 2 approval requests, but it keeps erroring. As we go live on Monday, I am having to set all the users with equal priority and will have to ask the final approver to only approve when 1 other does, and set the release to when there have been 2 approvals - will have to rely on the team to make sure only 1 does for the first stage. Hoping I can learn more and correct.

    if you can send any screens shots from 365 that show the 2nd approval step that would be very much appreciated.

    thanks

    Anne

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,573 Moderator on at

    Hi Anne, Can you try adding workflow approval steps. Double click on the step and then add multiple approval steps within that step. The screenshots below are from D365 F&O

    As you can see First Approval steps is 'Approve Sales quotation line' and within this steps are 4 approval steps (Basically same approval step copied from left navigation pane, rename it and changed assignment and conditions) 

    pastedimage1680263978617v1.png

    pastedimage1680263990704v2.png

  • Anne22 Profile Picture
    Anne22 20 on at

    Hi Mohit,

    I really appreciate your help on this - I am in D365 Business Central and my screens look like the below (nothing like yours).

    pastedimage1680264863446v1.png

  • Mohit Rampal Profile Picture
    Mohit Rampal 12,573 Moderator on at

    Hi Anne, Unfortunately, you have posted your question in wrong forum. This forum is for Microsoft Dynamics 365 for Finance.

    You can post your query in Business Central forum

    community.dynamics.com/business

  • Melindaauckland Profile Picture
    Melindaauckland 4 on at

    @Mohit Rampal , just found your previous reply on multiple step workflow. Thanks for the details.

    I got a two steps approval, my question is if the 2nd approver rejects the change and submitter resubmit the workflow, it only goes back the 2nd approver, how to get the whole approval restarts again, ie, whatever has been changed, always need both steps / approvers to approve.

    Thanks

    Melinda

  • Anton Venter Profile Picture
    Anton Venter 21,175 Super User 2026 Season 2 on at

    @Melindaauckland 

    You replied to a thread from 2023 which is considered to be closed. Please create a new post with your question even if the topic is the same.

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

News and Announcements

Check out the Community Spotlight Video Series

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 345 Most Valuable Professional

#2
CU10121822-0 Profile Picture

CU10121822-0 304

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 283 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans