Small and medium business | Business Central, N...

multistep approval - per step multiple approvers

(0) Share

Report

Posted on by bert L

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

All responses (5)

Answers (0)

bert L 85 on at

Like (0)

Report

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 85 on at

Like (0)

Report

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 7,443 Super User 2024 Season 2 on at

Like (1)

Report

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 796 on at

Like (1)

Report

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 80 on at

Like (0)

Report

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