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

how to send automatic approval request when creating new item

(0) Share

Report

Posted on by E_S1234

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 have the same question (0)

All responses (2)

Answers (0)

Sort by

Suggested answer

IB-29041624-0 1,191 Moderator on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 101,846 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

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.

Hope this can give you some hints.

Thanks.

ZHU

Was this reply helpful? Yes No