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Suggested answer

Sales Order Credit Limit Approval Workflow

Posted on by 4
Hi all,
is it possible to setup as approver two  different users than can appove alternatively the request of approval?
 
Sales order over credit limit :
sent a request
User A and user B have both the possibility to approve the order
 
I've tried with the Workflow user group but the approval is required for  the users of the group , any idea?
 
Many thanks
Alessandro 
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 64,086 Super User on at
    Sales Order Credit Limit Approval Workflow
    Hi, or you can try Power Automate, which is more flexible than standard Workflow.
     
     
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 7,109 Super User on at
    Sales Order Credit Limit Approval Workflow
    Your workflow  user group needs to have the two user's setup both with Sequence No. 1:
     
     
    And then in the Workflow Steps the row for the approval needs to have the condition Pending Approvals: 1
     
     
  • Suggested answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 14,609 User Group Leader on at
    Sales Order Credit Limit Approval Workflow
    Hi Alessandro,
     
    This video explains how to use Approval User Group to achieve what you wanted.
     
     
    Regards,
    Saurav Dhyani

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