Set up approval workflows

You can set up and use workflows that connect business-process tasks performed by different users. System tasks, such as automatic posting, can be included as steps in workflows, preceded or followed by user tasks. Requesting and granting approval to create new records are typical workflow steps. Learn more at Use Approval Workflows.

Before you begin to use approval workflows, you must set up workflow users and approval users, specify how users receive notifications about workflow steps, then create the workflows.

On the Workflow page, you create a workflow by listing the involved steps on the lines. Each step consists of a workflow event, moderated by event conditions, and a workflow response, moderated by response options. You define workflow steps by filling in fields on workflow lines using fixed lists of event and response values that represent scenarios supported by the application code.

 Note

If a business scenario requires a workflow event or response that is not supported in the default version, sign up for Power Automate. For more information, see Use Business Central in Power Automate Flows. Alternatively, get an app at AppSource or work with a Microsoft partner to customize the application code.

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