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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Leave Request Workflow

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Posted on by

Good day,

I trust you are well.

I have an issue with the leave request workflows. I desperately need help. I went through several blogs found interesting stuff but still can't find a solution of r my case.

A leave request must be submitted by an employee, the first approval is his/her direct manager. once the request has been approved, the final approver (HR Man) will also need to approve.

at this stage, an employee is able to submit a request. The only problem is that the status is "submitted". I checked the bach jobs, I couldn't the workflow status is on "waiting" but the request status does not move.

I also thought of creating a parent and child workflow since we have two approvals but the thing is I do not know how it works or if it is even possible on D365 HR. I would like to get like a workflow for the manager to approve, once it is done then the HR workflow is approved.

At the end of the day, I am trying to find a way to approve leave requests or any other request submitted by employees.

TIA

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  • Suggested answer
    Michal Krejza Profile Picture
    on at

    Hi NoNamw,

    Could you check workflow history and let us know about situation there ? Was there any error message in workflow processing ? It might failed due to some missing setup.

  • NoNamw Profile Picture
    on at

    Hi Michael,

    I think there might be errors even in the way the workflow has been set but I do not know how to fix it. I have tried several other options yesterday still nothing.

    Under the tracking details list section, the status is "submission" not moving to "in review"

    Under the tracking details section, I only have "Workflow activated"

    Nothing under work Item.

  • Suggested answer
    Michal Krejza Profile Picture
    on at

    Could you share screenshots from Workflow history ?

    What about other workflows ? Could you check whether other workflows work fine ? Is it only this one which is not ?

    At this moment it looks like a general issue with workflow batch job and batch job server. I would recommend to check the batch job setup and recreate workflow batch jobs.

  • NoNamw Profile Picture
    on at

    Hi Michael,

    I tried sharing screenshots here but I was not able to paste them, could you tell me how to do that?

    I am having the very same issues with the other workflows. Not sure if they are wrongly designed. I tried several of them.

    Also, I checked the bach jobs, I can see that the workflow status there is waiting so there should not be an issue, right? Withholding would be the issue.

  • Suggested answer
    Michal Krejza Profile Picture
    on at

    Hi,

    After reading your lines I would recommend to delete all workflow batch jobs and create them again. I would also recommend to double check that batch job servers are correctly setup.

  • NoNamw Profile Picture
    on at

    Hi Micha,

    I have managed to share the screenshot so that you can see exactly what I am talking about.

    Below are the different workflows created and what I see when I check the inquiries.

    Still not able to find the approval working. Assistance please.

    Screenshot-_2800_2_2900_.png

    Screenshot-_2800_3_2900_.png

    Screenshot-_2800_4_2900_.png

    Screenshot-_2800_5_2900_.png

    This is from the manager's side:

    Screenshot-_2800_7_2900_.png

    Screenshot-_2800_8_2900_.png

    Screenshot-_2800_9_2900_.png

    Screenshot-_2800_10_2900_.png

    Screenshot-_2800_11_2900_.png

  • Suggested answer
    Michal Krejza Profile Picture
    on at

    Hello Nonamw,

    Your screenshots were not necessary. It is clear that the Workflow batch job is not working. I would recommend to delete all workflow batch jobs and create them again. I would also recommend to double check that batch job servers are correctly setup.

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