Issue with approval workflow in Business Central

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Posted on by RachelA

Is there a place that someone could have hard coded a user into the approval workflow?

The issue I have is that every time a cash receipt journal is created it needs to be sent for approval (It was set up under a General Journal Batch). Needing approval is not the issue, but it keeps sending the approval to the prior Finance Manager. I have since made this user inactive, removed permissions and blanked out settings in the approval setups and I cannot see where or why this user is still showing up. I currently work around the issue by delegating the approval to myself, however, I would really like to sort it out. This is the only issue I have when it comes to approving items in Business Central. Sales and Purchase invoices come to me for approval it is only the cash receipt journal. That is why I am wondering if the previous manager hard coded her user id somewhere in the background.

If someone could point me in the right direction, that would be fantastic.

Rachel

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RachelA 5 on at

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RE: Issue with approval workflow in Business Central

Your answer helped - thank you
RachelA 5 on at

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RE: Issue with approval workflow in Business Central

Thank you - it was in the workflow itself and once I actually clicked on the restriction it brought up her name and I was able to update it. These workflows still need some review but after 8 months the problem is fixed. I was close just not close enough.

It really was a combination of all 3 answers I received that helped me solve it.
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Jeffrey Bulanadi 644 on at

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RE: Issue with approval workflow in Business Central

Hi Rachel,

You can check the following setups if the existing approval user has been removed.

Approval User Setup

Salesperson/Purchaser

Workflow User Group

Alternatively,
You can disable the existing approval workflow and create a new one. Here is the below link that will guide you

https://docs.microsoft.com/en-us/dynamics365/business-central/across-set-up-workflows
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JAngle 33,159 on at

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RE: Issue with approval workflow in Business Central

Check over the workflow record. It is possible to set a “specific approver” which is basically hard coding it. You can verify this in the response column of the first line of the approval. Kim’s suggestion of the workflow group has a dynamic aspect you probably need
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Dallefeld 11,425 User Group Leader on at

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RE: Issue with approval workflow in Business Central

Approvals can use approvals can use approved groups. What to use is defined as part of the workflow. If approval user groups are being used then the approval user set up is not used.