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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / multistep approval - p...
Small and medium business | Business Central, N...
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multistep approval - per step multiple approvers

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Posted on by bert L 85

Hi,

For purchase orders we have set up an approval flow that requires a 3 step approval.  We configured it as below:

  • Create workflow from template
  • Create workflow user group with 3 sequences
  • define the workflow user group in the workflow

So far, so good...

Next level:

Per sequence step we want the define multiple approvers

Sequence 1:

  • Apporver 1
  • Approver 2
  • Approver 3

Sequence 2:

  • Approver 4
  • Approver 5
  • Approver 6

Sequence 3:

  • Approver 7
  • Approver 8
  • Approver 9

Is it possible for each step dat only one of the approvers must approve so the next sequence is activated?

Thanks and kind regards

Bert Lievens

  • bert L Profile Picture
    bert L 85 on at
    RE: multistep approval - per step multiple approvers

    I was thinking the same.  But for each sequence all users must approve before the next sequence can start

  • bert L Profile Picture
    bert L 85 on at
    RE: multistep approval - per step multiple approvers

    if you have only set up 1 sequence workflow user group, this is indeed doable.

    But after the first sequence, the second secuence should start.  I was playin with conditions and actions without any result.

    More suggestions?

  • Jun Wang Profile Picture
    Jun Wang 7,437 Super User 2024 Season 2 on at
    RE: multistep approval - per step multiple approvers

    this is doable and I did in the past. below is the detailed info but in NAV example, BC is the same way.

    here is the link I referenced to previous, it quite easy to follow

    https://www.navug.com/blogs/kevin-fons/2017/08/02/introduction-to-the-workflow-user-groups

  • Suggested answer
    Tech-Lucky Profile Picture
    Tech-Lucky 796 on at
    RE: multistep approval - per step multiple approvers

    if you want that any one of the three approve can approve and the other 2 don't need to approve the same document then this is possible by base system like below

    Create a single Workflow User Group

    suppose you have user A user B user C for Sequence 1 and User D user E user F for Sequence 2 then you can create a workflow user Group like :

    User A  -- Seq - 1 

    User B -- Seq - 1

    User C -- Seq - 1 

    User D  -- Seq - 2 

    User E -- Seq - 2

    User F -- Seq - 2

    ... and so on but once any single user A , B or C approves the document first the document will further move to sequence 2.

     

    mark this answer as varified if this was helpful.

  • Suggested answer
    Yogender Singh Rana Profile Picture
    Yogender Singh Rana 80 on at
    RE: multistep approval - per step multiple approvers

    Hi bert L,

    This cannot be done by mapping as per the base product. You need to add code to the workflow. Without customization, I don't think it can be achieved.

    You can add this event to your existing codeunit in your project:

    ---------------------

        [EventSubscriber(ObjectType::Codeunit, Codeunit::"Approvals Mgmt.", 'OnApproveApprovalRequest', '', true, true)]

        local procedure YSRSEQ_OnApproveApprovalRequest(var ApprovalEntry: Record "Approval Entry")
        var
            recApprovalEntry: Record "Approval Entry";
        begin
            recApprovalEntry.RESET;
            recApprovalEntry.SETRANGE("Record ID to Approve", ApprovalEntry."Record ID to Approve");
            recApprovalEntry.SETRANGE("Sequence No.", ApprovalEntry."Sequence No.");
            recApprovalEntry.SETRANGE("Workflow Step Instance ID", ApprovalEntry."Workflow Step Instance ID");
            recApprovalEntry.MODIFYALL("Last Modified By User ID", ApprovalEntry."Last Modified By User ID", FALSE);
            recApprovalEntry.MODIFYALL(Status, ApprovalEntry.Status);
        end;

    ---------------------

    Regards,

    Yogender Singh Rana

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