Workflow Process

Business Central/NAV User Forum
1

I am trying to figure a solution whereby we have several approval groups to release a sales order but only one member from each group needs to approve.

For example

  1. Sales Order gets released
  2. Sales Order gets put in pending approval
  3. Sent to engineering group to see if possible to make (many members but only needs one approval)
  4. Sent to buyer group to check materials (many members but only needs one approval)
  5. Sent to production group (many members but only needs one approval)
  6. Sales order released - approved
2

in the work flow group setup each member will have sequence to 1

3

Would this not require each to still approve it?

I want it so that only one member of each group would be required to approve this.

4

set the sequence of each member in the workflow group to 1.

Then in the workflow itself, change the condition for “An approval request approved” to ‘’ & delete the line “An approval request approved” Condition: ‘Pending Approval:>0’.

The first change allows anyone in the workgroup to approve the request. the deletion removes the condition that waits for other members of the group to approve the request.

Try it out and let me know hoe it goes.

5

I see how this works with 1 user group, however, how would this then work to make it so that another approval request is now sent to a different group?

6

in the response create a new line to create the approval request user approver type Work Flow User Group and then select the group you want the notification to go to.

7

Am I missing something here, can only see limited options for that response?

pastedimage1548242509656v1.png
pastedimage1548242509656v1.png1112×620 27.9 KB

8

looks like you’ve drilled into a response after your very first event.

My first event is something like “Approval of purchase document is req…” - its the response for this event I drill into to get to the option to send notifications to more than one group…

9

Ah right, I was hoping it could be more of a chain system, that when one member of a group approves then it moves to the next group etc

10

hmm…That might be possible.

why not try having every member of the first group under the sequence 1 and everyone in the second group under the sequence 2.

let me know how it goes?