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Suggested answer

Set status approval - General Journal Lines

Posted on by 70

This topic comes up a few times in the forum, but I can't find any specific answer.

We made a custom workflow (powerautomate) for the General Journal Line for the Payment journal

When I select the lines and make a request for approval, there is no indication on the screen that this line is waiting for approval.

The only indication is that the Line Workflow block appears in the FactBox

pastedimage1676575026461v1.png

When I approve (or reject), the block in the factbox disappears. I can then post the payment (or I will get an error because it is not yet approved, since it has been rejected)

All this is not very userfriendly and I would like to have the possibility to add a status to the line: approved, approved, rejected... something like that.

Have any of you ever customized a journal from the result in an approval workflow result?

Thanks for giving me an overview of the approach you used!

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 72,941 Super User 2024 Season 2 on at
    RE: Set status approval - General Journal Lines

    Hi, As far as I know, this is standard behavior, if you have any new suggestions, you can submit them to the BC Idea website below.

    https://experience.dynamics.com/ideas/categories/?forum=e288ef32-82ed-e611-8101-5065f38b21f1&forumName=Dynamics%20365%20Business%20Central

    In addition, I have experienced developing the function below in Japanese localization package before. But this is controlled within BC.
    You can also add a similar field and use this field in Power Automate.

    pastedimage1676594698974v1.png

    pastedimage1676594708633v2.png

    Hope this helps.

    Thanks.

    ZHU

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