Dynamics User Group
Dynamics User Group
  • Site
  • User
  • Site
  • Search
  • User
taty

taty

Likes
  • Profile
  • Connections
  • Activity
  • Questions
  • Blog Posts
  • Bookmarks
  • Groups
  • Likes
  • Mentions
  • Achievements
  • More
  • Cancel
  • Exense report workflow approval

    Brent Wilson
    Brent Wilson

    You could add an additional step as the first step of the workflow, a conditional step to check if the user's position is the CEO.

    Then, add 2 different paths for the approval after the conditional step.  If the conditional statement evaluates to…

    • over 4 years ago
    • Dynamics 365 for Finance and Operations/AX User Group
    • User Forum
  • Expense report workflow - lines

    Brent Wilson
    Brent Wilson

    You will need to have two different workflows (an Expense approval workflow and an expense line item approval workflow).  These are two unique types of workflows.  You will see the line approval workflow option when you first create the workflow.

    Once you…

    • over 4 years ago
    • Dynamics 365 for Finance and Operations/AX User Group
    • User Forum
  • Microsoft Dynamics 365 User Groups

  • Dynamics 365 Business Central
  • Dynamics 365 Customer Engagement
  • Dynamics 365 for Finance and Operations
  • Power Platform
  • Microsoft Dynamics User Groups

  • Dynamics AX
  • Dynamics CRM
  • Dynamics NAV
  • About
  • Contact us
  • Frequently asked questions
  • Terms of use
  • Privacy policy
Copyright 1995-2021 Dynamics User Group, all rights reserved.
EU Cookie Consent