Dynamics 365 Business Central: Setting Up an Approval Workflow with Flexible Approvers

Introduction

In today’s busy work environment, having a smooth approval process is important for keeping things running efficiently. Dynamics 365 Business Central makes it easy to set up workflows that help manage approvals effectively. One great feature is the option to allow approval from “one of” several chosen approvers.

This was one of our clients’ requirements to avoid delays and allows different team members to take part in the approval process. By letting any of the designated approvers approve requests, your organization can work faster and better together.

In this guide, we’ll show you how to create a simple approval workflow in Dynamics 365 Business Central that requires just one approver from a group, making your approval process quicker and more efficient.

Scenario:

The purchase order has two approvers but if any one of them approves the approval workflow will be fulfilled. Hence, if one approver approves, all open approval entries will be closed.

1. Workflow user group

As shown below the workflow user group, sequence no. 1 has been assigned to both the users.

2. Open the workflow for which this user group needs to be assigned.

3. Add the Workflow User Group to the Workflow

– Open the response “add record restriction”

– Add the workflow user group as the approver type and select the workflow user group created earlier.

4. Modify the events and conditions

– Remove the “on condition to always”

– Remove the third step

5. Additional response

To close open approval entries after receiving a single approval, you must edit the second step and add the response, “Approve the approval request for the record.”

– Click on the response of 2nd line ” remove record restriction”

– Add response, ” “Approve the approval request for the record.”

Conclusion

In conclusion, setting up an approval workflow with flexible approvers in Dynamics 365 Business Central can significantly enhance the organization’s efficiency and responsiveness. By allowing any designated approver to handle requests, one can streamline the approval process and reduce potential delays. This approach not only fosters collaboration among team members but also ensures that important decisions are made quickly.

We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com