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Same user to have different approvers based on grouping

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Posted on by AleAlonso

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Hello,

This is a tricky one. User 1 belongs to two different groups Group 1 and Group 2. If User 1 creates a Purchase Document related to Group 1, then User 1 will need to be approved by User 2.

If User 1 creates a Purchase Document related to Group 2, then User 1 will need to be approved by User 3. Is there a way to configure this in Business Central?

Thanks

Alejandra

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DAnny3211 11,397 on at

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Hi

you have to create two different workflows on purchasing documents that differ for a given condition, so that you can enter it in the workflow filters

then at WF 1 bind Group 1 and at WF 2 bind Group 2

check my answer if it helped you, thanks

DAniele

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AleAlonso 305 on at

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Hi Daniele,

I understand what you are saying about creating different workflows, but wouldn't you need to define the Approver ID in the Approval User Setup?

Thanks

Alejandra

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Manan_Shah 1,459 on at

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Hi Alejandra,

To match requirement. You have to create 2 different workflow.

Please check below example for reference.

-> I setup 2 different Workflow.

-> my requirement is i want different approval on different Customer Posting group.

-> So I put customer Posting group as condition. If Customer Posting group is domestic then it approval request will send from Workflow 1. And if Customer posting group as Export than it will send request from workflow 2. With different there is already different approval define so it will ask raise approval request to differernt approval.

In my example i use customer posting group as condition, you have to choose your any group and put it in event condition based on that you requirement will fulfil.

Hope this will help.

Many Thanks,
Manan

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DAnny3211 11,397 on at

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Hi

Exactly Manan Shah, that's what I meant too

DAniele

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Dallefeld 211 User Group Leader on at

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Workflow Groups are the approvers. When using workflow groups, the approval limits and approvers in Approval User Setup are no longer used. The users in the workflow groups approve sequentially or in parallel.

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AleAlonso 305 on at

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Thanks Kim Dallefeld, the example I put when creating this case is a very, very simplified version of what is required as approvers also need to have approval limits. If the Workflow User Group overwrites the Approval User Setup, then I wont be able to define approval limits. I've analysed the approval matrix requirement and based on Approver limit and Responsibility Centre, I will need to create around 40 workflows. Do you think the system will be able to cope with this large number of Purchase Quote workflows?

Thanks

Alejandra

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