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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Multi level approval u...
Finance | Project Operations, Human Resources, ...
Suggested answer

Multi level approval using Managerial hierarchy

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Posted on by saurabh bharti 15,039 Moderator

Hi Experts,

I need to setup workflow using managerial hierarchy. With following position hierarchy:

Position A reports to Position B 

Position B reports to Position C

Now when Position A user submits for approval it should go to B and C both 

When Position B user submits for approval it should go to C only

I have setup Managerial hierarchy with all retrieved users hierarchy option but need help in getting the stop condition to achieve this?

Any help is appreciated.

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  • Suggested answer
    OsmanIstanbul Profile Picture
    OsmanIstanbul 2,818 on at
    RE: Multi level approval using Managerial hierarchy

    Hi Saurabh

    You can use the job title, manager level, or position title for the stop condition. A have added an example below.

    pastedimage1642490248385v1.png

  • saurabh bharti Profile Picture
    saurabh bharti 15,039 Moderator on at
    RE: Multi level approval using Managerial hierarchy

    Thanks Osman but what should be stop condition that's my question.

    If we put 1 it will go to only B if A submits not to B

    if we put 2 then in second case it will fail where after C it will not find anything when B submits

  • OsmanIstanbul Profile Picture
    OsmanIstanbul 2,818 on at
    RE: Multi level approval using Managerial hierarchy

    Hi,

    Let's say your position c has "c" job title. your stop condition must be "when employee job title is c". in this way, when a send it, it will go to b and c, when b send it, it will go to c only. IF c or upper send it, it will fail. so, you have to decide what should be for c+.

  • saurabh bharti Profile Picture
    saurabh bharti 15,039 Moderator on at
    RE: Multi level approval using Managerial hierarchy

    This also , i have tried but system is not able to find next user with this condition. Let me investigate more

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,249 Super User 2025 Season 2 on at
    RE: Multi level approval using Managerial hierarchy

    Hi Saurabh,

    Can you share a screenshot of the workflow configuration with the stop condition? Are you using the position hierarchy or did you setup additional hierarchies for this workflow?

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