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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Replicating Approval w...
Small and medium business | Business Central, N...
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Replicating Approval workflows

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Posted on by M bilal 96

Hi

I need to replicate the existing implemented Purchase order approval workflows into a new server. How can I do this?

Any idea please

Thanks

bilal

  • M bilal Profile Picture
    M bilal 96 on at
    RE: Replicating Approval workflows

    I think I should first get users and approval user setup onto the new server [company] using configuration packages and then export the file for[already implemented PO approval workflow] from an existing server and finally import the file onto the new server.

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,544 Moderator on at
    RE: Replicating Approval workflows

    Hi,

    To export the approval workflow this is not required, once you have approval workflow, later you can set up.

    Thanks.

  • M bilal Profile Picture
    M bilal 96 on at
    RE: Replicating Approval workflows

    but before that, I think we need to have an Approval User Setup defining user ids and Approver id..

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,544 Moderator on at
    RE: Replicating Approval workflows

    Yes, you can go with Josh, export your current workflow and import into destination

    pastedimage1662445012454v1.png

  • Suggested answer
    JAngle Profile Picture
    JAngle 83 on at
    RE: Replicating Approval workflows

    Standard workflows have an export and import feature

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,544 Moderator on at
    RE: Replicating Approval workflows

    Hi,

    Do you want to move approval entries? because the PO approval workflow should be there in new system as well. Or if you are using your Custom PO workflow, then you can move that extension into your new system.

    Thanks.

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