Approval Workflow
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 ...
Walkthrough: Set up and use a purchase approval workflow
You can automate the process of approving new or changed records, such as documents, journal lines, and customer cards, by creating workflows with steps for the approvals in question. Before you create approval workflows, you must set up an approver ...
Export and Import Approval Workflows
To transfer workflows to other Business Central databases, for example to save time when creating new workflows, you can export and import workflows. Another way to quickly create workflows is to use workflow templates. Learn more at Create Workflows ...
Create workflows from workflow templates
On the Workflow page, you create a workflow by creating a series of workflow steps on the lines. Each step consists of a workflow event (When Event), moderated by event conditions (On Condition), and a workflow response (Then Response), moderated by ...
Create workflows to connect tasks in business processes
You can create workflows that connect tasks in business processes that are performed by different users. You can include system tasks, such as automatic posting, as steps in workflows that are preceded or followed by user tasks. Requesting and ...
Set up email
Note Azure Active Directory is now Microsoft Entra ID. Learn more People in businesses send information and documents, such as sales and purchase orders and invoices, by email every day. Administrators can connect one or more email accounts to ...
Specify when and how to receive workflow notifications
In workflows that require that someone approves changes, you must set up the approval users who approve or reject changes. For example, you might want someone to approve new records. An important part of the approval user setup is to specify how and ...
Approval workflow notifications
Set up your workflows to automatically notify users when their attention is required for a step in a workflow. Many workflow responses involve notifying a user an event they must act on has occurred. For example, you can set it so User 2, the ...
Set up approval users
Before you can create workflows that involve approval steps, you must set up the users who are involved in approval processes on the Approval User Setup page. You can also set amount limits for different types of requests, define substitute ...
Set up a sequence of workflow users
Before you can create approval workflows, you must set up the users who can submit requests and their approvers. For example, you can specify who receives a notification to act on a workflow step. You set up approval workflow participants on the ...