Approval Workflows in Business Central

In today's video, we will be discussing approval workflows in Business Central. This feature is available in Business Central for your basic approval needs. Agenda Topics we will highlight include:
• Approval User Set-Up
• SMTP Email Setup
• Workflow Templates
• Workflow Set Up
• Example of Purchase Order approval workflow
Contact us at [e-mail] to learn more!

[@capitanad]

Thank you very much, it was extremely helpful.

[@WebSanSolutionsInc]

Glad you enjoyed our Content!

[@josephmwangi7087]

Thank you

[@user-fq7rz2dv6p]

Thank you for quite informative video!

[@WebSanSolutionsInc]

Thank you! Subscribe to our Channel for new videos weekly!

[@User-4517]

Thanks for this, found it very useful!

[@WebSanSolutionsInc]

Glad you are enjoying the content!

[@AmanKumar-jf8hf]

Thanks for the simple and nice video.

[@WebSanSolutionsInc]

You're welcome!

[@asiawhite9634]

Thank you!

[@WebSanSolutionsInc]

You're welcome!

[@mohanrajmuthusamy6535]

Thank u for choose this content

[@WebSanSolutionsInc]

Glad you enjoyed our Content!

[@Kasperandersson]

What do you do when you don't want it to be possible to open a purchase order and be able to adjust it without someone approving it?

[@WebSanSolutionsInc]

HI @Luke-zr5ew, There's nothing native in BC that'll prevent a user from setting a PO status to Open. You would have to build a custom extension to prevent users from approving a PO.

[@MahadAmjad-uh3ez]

do we have to setup a the email and must have a microsoft exchange license for notifications, because i didn't got mail of approval

[@WebSanSolutionsInc]

Hi, Yes, both sender and receiver need to have an email setup: learn.microsoft.com/en-us/dynamics365/business-central/across-setting-up-workflow-notifications

[@jaclynlee-g8h]

In the workflow setup, if there are two approvers for this approval, how can we ensure that the approvers(both) receive the email notifications?

[@WebSanSolutionsInc]

@jaclynlee-g8h, On the Approval User setup window, the user's emails need to be populated and if the two users are part of the same Workflow User Group, then they'll both receive the email notification for approval. Hope that helps!