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BC Workflow with Multi Level Approval Group

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Posted on by OlaQ

Dear Community ,

I am New to BC/NAV , but Worked on Both GP and AX (Both Functional and Technically )

My Customer Have this Requirement in BC in Workflow , which i can Accomplish Easier in Both GP and AX Workflow ,(But was not Able to do it on BC )

i would like to Know if it is Possible to be done , or not and if it is possible , then i will to know how it can be done

the following is the requirement ;

1- in a work flow i want to have parallel Approval to 2 Teams (Workflow Groups) where 1 of Each group will approve and the Order should be released

Level 1 - One Have to Approve

Level 2 - 2 Out of 4 have to Approve

Level 3

1 out of 2 Have to Approve (Group A)

1 out of 2 have to approve (Group B)

2- in my workflow if i want to send my approval to multiple level of Groups as Follows:

level 1 - One have to approve

Level 2 - one Have to Approve

Level 3 - 1 out of 3 have to Approve

Level 4 - 2 out of 4 have to Approve

Is that Possible to Be Done , Please Help me Here

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Business Central

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CF-22040757-0 30 on at

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BC Workflow with Multi Level Approval Group

Hi Guys,

Did you managed to do this using the standard system?

Thanks.
Will Roland 5 on at

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RE: BC Workflow with Multi Level Approval Group

Hi John,

I have setup my workflow to include multiple "an approval request is approved" lines but am struggling to assign a workflow usergroup to each line. Would you please elaborate on how you are able to accomplish this.

Thanks,

Will
Community Member Microsoft Employee on at

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RE: BC Workflow with Multi Level Approval Group

Choose the icon, enter Approval User Setup, and then choose the related link.

Create a new line on the Approval User Setup page, and then fill the fields as described.

To test the approval user setup, choose the Approval User Setup Test action.

Repeat steps 2 and 3 for every user who you want to set up as an approved user.

Admin

o365cloudexperts | clouddesktoponline
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Marco Mels on at

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RE: BC Workflow with Multi Level Approval Group

Hello,

If this is still an issue then please do raise a support request with Microsoft support via your CSP or Dynamics NAV / Dynamics 365 BC partner for offline analysis.

Thanks.
OlaQ 72 on at

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RE: BC Workflow with Multi Level Approval Group

Dear John ,

Thanks for the reply ,

i have managed to try your approach , but the Workflow do not go beyond level 3 if not approved by all member of the group , any Idea on how to accomplish this

Your input highly appreciated

Ola
John Ray Patajo 837 on at

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RE: BC Workflow with Multi Level Approval Group

Hi,

You can use the Number of Approved Request field under On Condition and assign Workflow User Group as approver type under The Response.

Make sure Users under Workflow User group has similar Sequence No. as sampled below.

Please let me know if this works on you.

Regards.