Approval workflow with Mutiple criterions. HELP

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Posted on by OP-28051742-0

HI Community.

I've been testing approval workflow multiple times and I've noticed that if the requestor is set up as the workflow admin, then his requests are auto approved. I'm trying to avoid this! Where the submitter should not be able to approve a payment.

My criterions are :

Point (1) if the pay journal line amount is over 50K. it can only be approved person X, if its below 50k , it has to be approved by person Y. so I've created two separate workflows with the following conditions .

Point (2) the same person who creates payment line should not be able to approve the payment.

I'm struggling to figure out how to set up the part 2. the same person who creates payment line should not be able to approve the payment.

How can I set this up?

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Dynamics 365 Business Central

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YUN ZHU 96,057 Super User 2025 Season 2 on at

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Regarding Point (2), you should be able to fix it by changing Approval Administrator to false for this user.

Also, this can be done if customized.

And you might also consider Power Automate, which is more flexible than standard Workflow.

https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-use-financials-data-source-flow?wt.mc_id=DX-MVP-5004336

Thanks.

ZHU

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