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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / how to send automatic ...
Small and medium business | Business Central, N...
Suggested Answer

how to send automatic approval request when creating new item

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Posted on by E_S1234 5

Hi all

I have the following request from the customer:

They dont want an item to be used without being approved first.

I have setup the item workflow approval, but when I create an item, it does not trigger automatically the approval request and I am able to use that item on PO or SO.

Could you please help me if I am missing something?

Thanks in advance

I

I have the same question (0)
  • Suggested answer
    IB-29041624-0 Profile Picture
    IB-29041624-0 1,187 Moderator on at

    There is no out of the box functionality to accomplish this. So you will have to trigger the approval manually when you feel that you have entered enough information in the item. There is no way the system can now when you are ready with the item and it is ready for approval. So it is a manual process.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 101,000 Super User 2026 Season 1 on at

    Hi, We have done similar customization, when a new item is created, it will be automatically blocked. Then send for approval, and Blocked will be automatically removed after the approval is completed.

    pastedimage1683852514798v1.png

    Hope this can give you some hints.

    Thanks.

    ZHU

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