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Vendor Bank Account Workflows - other fields to be approved

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Posted on by Deb_Cee

We are looking to implement the vendor bank account workflow feature however I can see that in the config MS have a predefined list of fields that can be approved e.g. bank account number, routing number, etc.

In some of our legal entities, we use the 'bank account kana name' field however from what I can see this is not a field that is required to be approved.

Does anyone know if we can add this as a field also requiring approval?

Thanks

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André Arnaud de Cal... 304,500 Super User 2026 Season 1 on at

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Hi Deb,

It is possible, but it will require a customization to have additional fields added for approval.

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Kevin Xia Microsoft Employee on at

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Hi,

As Andre said, you can customize the fields you want to be approved, which are not included in the standard functionality. You can refer to this blog: www.theknowledgeacademy.com. The article introduces how to customize workflows.

Best regards,

Kevin

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Waed Ayyad 9,130 Super User 2026 Season 1 on at

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Hi @Deb_Cee,

Do you mean the fields that appear on the Workflow setup? You can determine the fields that you want to be appear on the WF in Document Query of the WF. If you have more questions, please give me more details in order to help you better.

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Waed Ayyad

Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

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Waed Ayyad 9,130 Super User 2026 Season 1 on at

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HI @Deb_Cee,

Is your issue resolved?

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Deb_Cee 31 on at

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Hi @waed Ayyad,

I need the 'bank kana name' field to also be a field where, if any changes are made, triggers the workflow. At the moment only these fields are available for approval OOTB:

So its not the workflow setup itself, but more the fields that will trigger the workflow.

Thanks

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