Approval User Setup

1 Search "Approval User Setup"

Fill up the following information.

  1. User ID - the user who will send approval request or an approver.
  2. E-Mail - enter the email for the user.  The email notification for the approval to be send to the user according to the email address
  3. Approval Administrator - select approval administrator.  only 1 approval administrator can be selected.   Only approval Administrator can view and manage all the approval entries. 

Please refer following link for detail https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-approval-users#to-set-up-an-approval-user


Workflow Setup

1) Search "Workflows" and create a new workflow template

2) Choose the template

    For example

  • select "Sales Quote Approval Workflow" for Sales Quote approval condition,
  • select "Sales Order Credit Limit Approval Workflow" for credit limit approval for sales order


3) Configure the Workflow

Following information to be copy from the workflow template.

  1. Workflow Code - You can change if you want to identify the code for the template.
  2. Description - user can change the description if needs.
  3. Enabled - enable the workflow when the configuration is completed and ready to launch the workflow. 

Enable Workflow

  • Only the document it created after the workflow enabled are needed to go through the approval process.
  • Disable the workflow before you need to make any change on the workflow.


4) Set up the Approver

1) Select the responses "Add Record Restriction"

2) Page for Workflow Response to be prompted, select responses "Create and approval request for the record......"

3) Enter the options for approver

    • Choose "Workflow User Group" for Approval Type and create a new approval group code.
    • Select the Workflow User Group.  if no workflow user group is created, click New to Create


5) Set up the conduction for the approval 

1) Click the condition for the "Approval of a sales document is requested."


2) Event conditions page to be shows, enter the criteria for identify the approval criteria

In the case example below, only the Sales Quote with Division Code is ANA and Amount is more than 100,000 is needed to follow this approval workflow.

Configuration for facilitate the customization. (BIO-153)

Workflow Customization for Release the document if it approved by one of approver in the Workflow User Groups 

1)  Set "Always" for the condition of following events:

  • An approval request is approved,
  • An approval request is rejected.

2) Click on The Response of "Remove record restriction"

3) Add the customized responses "Delete Approval Request except for Approver"




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