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Workflow delegate automatically

Microsoft Dynamics NAV Forum

NavToti asked a question on 14 Jun 2019 5:27 AM

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Hi,

I setup Workflow in NAV. If the the work item pending approval over 1 day, I want NAV system delegate it to the others user automatically.

How can we setup in NAV or need to customize this requirement.

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Erik Kohler responded on 18 Jun 2019 7:54 AM
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Hello NavToti,

you need to insert a substitue in the workflow user setup (substitute is the person to whom the request gets delegated to) and you need to select a delegation time in your workflow. If you activate the workflow there should be a new entry in the task scheduler. 

If you now have an approval pending for 1 day it gets tagged and the task in the scheduler will delegate all tagged requests to their substitutes. (the task is executed every 24h by default).

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Erik Kohler responded on 18 Jun 2019 7:54 AM
Suggested Answer

Hello NavToti,

you need to insert a substitue in the workflow user setup (substitute is the person to whom the request gets delegated to) and you need to select a delegation time in your workflow. If you activate the workflow there should be a new entry in the task scheduler. 

If you now have an approval pending for 1 day it gets tagged and the task in the scheduler will delegate all tagged requests to their substitutes. (the task is executed every 24h by default).

Reply

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