web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Two step approval work...
Small and medium business | Business Central, N...
Suggested Answer

Two step approval workflow

(2) ShareShare
ReportReport
Posted on by CU04021236-0 37
Hi all,
 
I'm trying to alter an existing Purchase Document workflow so there's a two step approval involved. Here's the steps I want it to follow:
 
1. Purchase Document sent for approval, status updated to 'Pending Approval'
2. Workflow User Group initiated, with one user set to sequence 1 and another set to sequence 2
3. User with sequence 1 receives approval request and accepts, document status still Pending Approval
4. User with sequence 2 then receives approval request and accepts
5. Document marked as Released
 
I'm struggling to action this, can anyone provide some assistance please? I have tried setting the 'On Condition' on the approval steps to the following:
 
 
And I'm finding that the document is being marked as Released when the approval is requested. What am I doing wrong here? Is the first When Event correct, or should I change this to the one that states "Purchase order status changed to "Pending Approval""?
 
Thanks for all your help in advance!
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Dr Gomathi MVP, MCT Community lead, MLE Profile Picture
    Dr Gomathi MVP, MCT... 395 Moderator on at

    Hi 

    It looks like you're on the right track with setting up a two-step approval workflow, but I see why the document is being marked as "Released" prematurely.

    Potential Issues and Fixes:

    1. "When Event" Selection:

      • Instead of triggering the workflow based on "Approval of a purchase document is requested", try using "Approval request is approved" for step-based control.
      • The event "Purchase order status changed to Pending Approval" could be an alternative trigger if you’re using a status change as a key condition.

    2. On Condition Filtering:

      • For Sequence 1 Approval:
        • Ensure the condition filters to Sequence No.: =1, Number of Approved Requests: =0
      • For Sequence 2 Approval:
        • Ensure the condition filters to Sequence No.: =2, Number of Approved Requests: >0

    3. "Then Response" Actions:

      • For Sequence 1:
        • Keep the document status as Pending Approval and add a restriction (as seen in your current setup).
      • For Sequence 2:
        • Remove the restriction only when the second approval is completed and then mark the document as Released.

    Let me know if you need further clarification!

    Best,

    Dr. Gomathi S

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 50,278 Super User 2026 Season 1 on at
    For your scenario, you need to setup a workflow user group with two users one with sequence 1 and other with sequence 2 and use that in your worklfow, see below where you can setup that
     
     
     
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,059 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 994 Super User 2026 Season 1

#3
Teagen Boll Profile Picture

Teagen Boll 664 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans