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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...
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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

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  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,045 Moderator on at
    RE: how to send automatic approval request when creating new item

    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 93,325 Super User 2025 Season 2 on at
    RE: how to send automatic approval request when creating new item

    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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