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Approval Work Flow

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Posted on by UG Leader

Hi,

Good afternoon everyone.

I am completely new to Navision and I have a doubt.

I am trying to develop an approval workflow where there is: A first approver, a user group of approvers, and a third approver.

I am developing this workflow using the out of the box general journal line workflow. 

Requirement is like: First approver will approve it, then one of the approvers in the group approves it and it goes to the third approver.

How can I implement this??

Please help.

Regards

Sharoon

  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: Approval Work Flow

    Hi,

    i've been trying to setup a workflow with 3 users with sequence 1 and one user with sequence 2.

    The requirement is that all 3 users with sequence 1 have to approve before the approval request is sent to the user with sequence 2.

    Does anyone know how to do this?

    Thanks

  • Suggested answer
    subhashis Das Profile Picture
    subhashis Das 577 on at
    RE: Approval Work Flow

    Hi

    In standard NAV its always create 4 line for approval and each user need to approve . As per your requirement its cant be achieve with standard functionality. You need to customized  the code then only can be done .

    Regards

    Subhashis

  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: Approval Work Flow

    Hi Manish,

    When I checked, there is no option to approve all in sequence. Looks like customizing the workflow is the only option..

  • ManishS Profile Picture
    ManishS 6,578 on at
    RE: Approval Work Flow

    You need to play with conditions to check if sequence is 2 & pending approval the approve all in sequence and send to 3rd.

  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: Approval Work Flow

    Hi, is there any solution for this requirement?

  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: Approval Work Flow

    Hi, the requirement is like if one of the approvers in the group approves it, it goes to the third approver. If we give the sequence no as 2 for the group, all the members in the group should approve it to go to the third approver which is not what I want.

  • ManishS Profile Picture
    ManishS 6,578 on at
    RE: Approval Work Flow

    You can use the group approval for this scenario.

    Set the first approver as 1 in sequence.

    Set the group of approver as 2 in sequence (all the users).

    Set the third approver as 3 in sequence.

  • Suggested answer
    CDsilva Profile Picture
    CDsilva 4,184 on at
    RE: Approval Work Flow

    Hi,

    Create a workflow user group,

    First app : Sequence 1

    group of Approvers : Sequence 2

    Third approvers : Sequence 3

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