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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Workflow hierarchy ass...
Microsoft Dynamics AX (Archived)

Workflow hierarchy assignment approval setup but run into duplicate approval

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Posted on by Ganriver1 1,559

Hi Friends,

We setup a AP invoice workflow to leverage the Management Hierarchy, it has multiple approval steps. But due to the organization's reporting structure,

someone end up approve same invoice twice, how can we avoid it? Someone said we can customize it, but no detail of how to do it.

Many thanks.

River

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I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,915 Super User 2025 Season 2 on at

    Hi River,

    There might be several types of solution.

    The first one is trying to find the place where the user will be assigned to a workflow task in general. We did another customization on this logic in the past. I have to find details back. But after the standard assignment, you can try to add logic for an auto approval of this user if he did approve the same workflow document instance before.

    Another option is creating an own workflow provider which will be similar to the management hierarchy or customize the standard one to skip a user if he did approve before.

    During writing, the second option with a new WF provider will be the one that is having the least impact in case of updates/upgrades.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello River,

    How can it happen that this person ended up approving twice? Does he has multiple users/jobs/positions assigned?

    Best regards,

    Ludwig

  • Ganriver1 Profile Picture
    Ganriver1 1,559 on at

    Hi Ludwig,

    It's due to approval limit and gap between  different commanding chain.

    People on top don't like or need to approve everything, but, in many cases, some people report to them directly has much less approval limit, so we have to design a workflow in a certain way.

    But, C level people could show up in different steps in workflow and approve twice.

  • Ganriver1 Profile Picture
    Ganriver1 1,559 on at

    Hi Andre,

    If you can provide some sample code, that would be much appreciated.

    Best regards,

    River

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,915 Super User 2025 Season 2 on at

    Hi River,

    I understand that you would like to receive some examples. I haven't done your requirement as customization, so every line of coding would be new to me as well. I can only try to find the method where we did another customization in the past.

  • Ganriver1 Profile Picture
    Ganriver1 1,559 on at

    Hi Andre,

    That would be good enough.

    Regards,

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,915 Super User 2025 Season 2 on at

    Hi River,

    In the past, we did alternative security checks on the class SysWorkflowHelper.

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