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How to select approver when sending a approval request

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Posted on by Ingi

Hi there.

A client wants an approval workflow for incoming documents that lets the user sending the approval request to manually select which approver the request is sent to, instead of the request going to specific approver or approver chain.

Does anyone know how this is possible in Business Central?

Thank you

Ingi Johannesson

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Community Member on at

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RE: How to select approver when sending a approval request

Ingi,

Adding to the other replies... This is not possible in BC but can your client create:

An Approval Workflow Group based on any condition with the document

If the BC Approval Workflow Group is not possible, then I would look to Power Automate. This offers more flexibility to approvals.

If Power Automate is not possible, consider using a Document Management APP called Continia Capture. They have Approval workflow.

www.continia.com/.../

Thanks,

Steve
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S.Kawamura 1,524 on at

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RE: How to select approver when sending a approval request

Unfortunately, such a feature does not exist in the standard functionality.

However, the Workflow approver decision mechanism in NAV/BC is not that difficult to use.
1) Define a supervisor and determine the approval route from the chain of supervisor .
2) Define the approval route for each workflow to attach the Workflow User Group.

These are the two major types above.

The second type just copies the approval route of the workflow user group to the Approval Request Entries when the Send Approval Request button is pressed. Based on this feature, I think it is better to customize it so that the approval route defined by the user on the page is copied to the Approval Request Entries.

I hope this is useful to you.

S.Kawamura
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Ahmed Mohamed Rafik 3,049 User Group Leader on at

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RE: How to select approver when sending a approval request

It is not possible with the standard Dynamics NAV.

You should customize it.

Please Verify to help the community find the solutions they need.
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Inge M. Bruvik 1,021 Moderator on at

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RE: How to select approver when sending a approval request

Unfortunately not possible with the standard Business Central fuctionality.

You could add it as an suggestion to the BC team.

aka.ms/Dynamics365BusinessCentralits