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multistep approval - per step multiple approvers

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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

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Yogender Singh Rana 80 on at

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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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Tech-Lucky 1,288 Moderator on at

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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.

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Jun Wang 8,220 Moderator on at

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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

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bert L 85 on at

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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?

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bert L 85 on at

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

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