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Workflow approvals with user group with 2 levels

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Posted on by Anne22

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

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Ramit Paul 22,797 Most Valuable Professional on at

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RE: Workflow approvals with user group with 2 levels

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.

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Anne22 20 on at

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RE: Workflow approvals with user group with 2 levels

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

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Mohit Rampal 12,563 Moderator on at

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RE: Workflow approvals with user group with 2 levels

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

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Anne22 20 on at

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RE: Workflow approvals with user group with 2 levels

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

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Mohit Rampal 12,563 Moderator on at

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RE: Workflow approvals with user group with 2 levels

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)

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Anne22 20 on at

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RE: Workflow approvals with user group with 2 levels

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).

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Mohit Rampal 12,563 Moderator on at

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RE: Workflow approvals with user group with 2 levels

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

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