Workflows BC

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Posted on by LM-26090852-0

Good day,

I am facing the following situation when working with approval workflows:

Workflow A (Conditions: Document Type: Invoice, Status: Open, Amount: >1000)
Workflow B (Conditions: Document Type: Invoice, Status: Open, Amount: >1000, Salesperson: LM)

When I create a new invoice, set the salesperson to LM, and submit it for approval, the system routes it to Workflow A.

It seems that the system checks Workflow A first, and if the conditions match, it routes the invoice through that workflow. However, I had understood that the full set of conditions must be met in order for an invoice to be routed through a specific workflow. Could you please clarify why the system is routing it to Workflow A instead of Workflow B, given that B has an extra condition?

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Business Central

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Yi Yong 1,412 Super User 2024 Season 2 on at

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Workflows BC

Hello,

The system will look for the first workflow sorted by "Workflow Code" field.

"Workflow Code" field is hidden, you will need to use personalize mode to drag it out.

You can see that $1000 + Salesperson LM is the second workflow.

Hence, the first workflow, $1000, will always be the first workflow system finds that matched the criteria.

You need to change the Workflow Code so that $1000 + Salesperson LM is the first workflow system will check against.

Otherwise, you can add additional filter on $1000 workflow with <>Salesperson LM.