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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Approval workflow base...
Small and medium business | Business Central, N...
Suggested Answer

Approval workflow based on Project manager in jobs

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Posted on by Jeremy F. 5

Hello,

I am currently facing a problem with the workflows for approving purchasing documents.
For some orders related to a job, I would like the approver of the purchase order to be the person indicated in the job as "project manager".

This means that for one buyer, there can be different people approving a purchase order depending on the jobs.

Is this possible in BC without going through Power Automate?
If not, are there any extensions in the marketplace that allow this?

Thanks for your help !

Edit : by project I meant "Jobs", wrong translation sorry

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  • Suggested answer
    Pushparaj P Profile Picture
    Pushparaj P 205 on at

    Hi 

    What do you mean by Projects?

    If it Is "ITEM" That You Are Talking About. Then You Can Do What Do You Want.

    All you have to do is , Specify the Item In the "ON CONDITION" Field as one of the Filter.

    and in the "RESPONSE" Field Specify the User that you want to Receive the Notification During Approval of the Item that you have mentioned in the "ON CONDITION" Field.

    that's it And You have to do this for all other combination of User and Item(Project).

    pastedimage1666349725734v1.png

  • Jeremy F. Profile Picture
    Jeremy F. 5 on at

    Sorry I was talking about Jobs (we call this "projet" in French)

  • Pushparaj P Profile Picture
    Pushparaj P 205 on at

    Hi,

    No Problem with that,

    You Can Also Filter Out Jobs Too.

    Workflow.png_2D00_640x480.png

  • Jeremy F. Profile Picture
    Jeremy F. 5 on at

    Thanks for your help but I need to assign the approval to the person in the field "project manager" of the job, I need it to be dynamics as we create jobs regularly

  • Pushparaj P Profile Picture
    Pushparaj P 205 on at

    Sorry, That is Not a Standard Process in BC.

    You have to take this Requirement to your PARTNER.

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