How to setup approval for two parallel approvers?

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Posted on by Hrvoje Kusulja

370

Hello, I am new to this forum and to Business Central v16 SaaS solution.
I am trying to setup simple approval (example Item approval workflow) when there are two managers in company - only ONE needs to approve (not both)

I have one employee (worker) - userA who is chaning the Items.
Approval must be sent to email , to two approval users - userB and userC.

The challenge is, I need to accomplish that eather userB or userC approves the worklow. But only ONE needs to approve, not the second one.
Whatever I do with sequence numbers, at the end - both userB and userC must approve, which is not my desired scenario.

Any idea / help how to achieve this?

Thank you,
Kind regards

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Dynamics 365 Business Central

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Yuhi on at

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RE: How to setup approval for two parallel approvers?

Hi Hrvoje,

Customizing this "Request approval for Dynamics 365 Business Central customer" template of Microsoft Flow (https://preview.flow.microsoft.com/en-us/galleries/public/templates/e78c1d3c8f054622a7c8ab3db6ff7eda/request-approval-for-dynamics-365-business-central-customer/),

you could achieve your scenario where multiple users are equally set as approvals like the following image.

Also, you are able to choose your favorite approval type.

For more information about parallel approvals on Microsoft Flow, please read the following document and customize flow

https://docs.microsoft.com/en-us/power-automate/parallel-modern-approvals

If my answer is satisfactory to you, please verify it!!

Best regards,

Yuhi
Hrvoje Kusulja 370 on at

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RE: How to setup approval for two parallel approvers?

Thank you for your answer and confirmation.

However, I do not want to code, and I do not like delegated option for my scenario to be "normal".

Is it possible to achieve the parallel approval with Power Automate for BC ?
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Yuhi on at

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RE: How to setup approval for two parallel approvers?

For now, you better use delegating, although that is not exactly what you are originally about to do.
https://docs.microsoft.com/en-us/dynamics365/business-central/across-how-use-approval-workflows#to-delegate-requests-for-approval

The following task is performed by an approval user with approver rights.

To prevent documents from piling up or otherwise block the workflow, the approver and the approval administrator can delegate an approval request to a substitute approver. The substitute can either be a designated substitute, the direct approver, or the approval administrator, in that order of priority. You typically use this feature if an approver is out of office and is unable to approve requests before the due date.

Choose the icon, enter Requests to Approve, and then choose the related link.

Select one or more lines for the approval requests that you want to delegate to a substitute approver, and then choose the Delegate action.

A notification to approve the request is sent to the substitute approver.

If there is any other way to do that, someone please let us know!
Yuhi on at

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RE: How to setup approval for two parallel approvers?

According to that forum question I suggested,

As i know Parallel approval process is not synchronized in Business Central yet. Possibility is it will go for approval to each person simultaneously but they all have to approve.

There is no way in BC where if person 1 is not available then other person will approve. For that you have to tweak some coding. Still if you will tweak it then you have to tweak on each level like cancel or reject level which is very difficult to handle in workflows.

also, you could use Delegate option in the workflow:

Based on the Approval User setup the system will delegate the approval to the next approver if the first one doesn't respond.

(Business Central version 15)

Best regards
Yuhi on at

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RE: How to setup approval for two parallel approvers?

Hi Hrvoje,

I found the past forum questions similar to what you want to do:

community.dynamics.com/.../approval-administrator-in-business-central-workflows

I hope it might help you.

I am still working on finding a way to set up parallel approvers.

If there are any updates, I will inform you.

Best regards,

Yuhi