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Small and medium business | Business Central, N...
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Workflow challenge

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Posted on by 328

Hi,

I have a unique scenario, i have workflows based on dimension with up to 5 sequential approvers.

The issue is that some of the approvers in the workflow chain e.g sequence number 4 and 5 may also raise sales orders. In this cases , the workflow also sends the approval request back to sequence number 1 which may not be practical as the person raising the order may be a manager 

How do i configure such that the approval goes 'forwards' in the workflow user group if the sender is within the approval chain

I have the same question (0)
  • Dallefeld Profile Picture
    233 User Group Leader on at

    Can you clarify? Is the workflow you are speaking of in your first sentence a sales order or purchase order or something else? Please provide a little more detail, so we can assist.

  • black_s Profile Picture
    328 on at

    This is a sales order

  • Suggested answer
    Greg Enns Profile Picture
    1,122 on at

    It's a little tricky trying to understand your question, but I'll throw a few ideas out there. You might try adjusting the Salesperson code based on the dimension in order to help determine which person in the chain the approval starts with. (Use "Approver Chain" with Salesperson Approver Type.) If you want everyone up the chain to have to approve, then maybe you could give everyone except the top approver a $0.01 sales approval limit?

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