[Tetyana Yatsenko]

We are using NAV 2018.

The approval user setup is as below: 

where User 1 and User 2 have the same Sales amount approval limit and User 3 as an Approver.

User 2 is set-up as a substitute for User 1.

The workflow is set as:

What we would like to see is:
If the User 1 does not approve request within 1 day (time starts when approval request is generated), it is automatically delegated to User 2.

The Delegation from User 1 to User 2 works when:

• Original Requester press “Delegate” button on “requests to approve” page
• User 1 press “Delegate” button

Is it possible to delegate requests from User 1 to user 2 after 1 day automatically?

All suggestions are much appreciated.

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Tetyana Yatsenko
Reporting Analyst
NewAge Industries, Inc.
Southampton PA
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[Lewis Rosenberg]

Hello Neighbor!  (Our business is in Chalfont)

I don’t believe that is possible without a modification.  I wonder if PowerAutomate (Flow) could be used to do something like that.

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Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA
http://www.apifishcare.com
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BCUG/NAVUG All-Star
BCUG/NAVUG Board of Advisors, Chairperson
BCUG/NAVUG Programming Committee

Twitter: @RosenbergL
LinkedIn: https://www.linkedin.com/in/rosenbergl
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[Jason Nicolaou]

Lewis, are you saying that this particular setup requires modification or that automatic delegation requires the modification?  I haven’t worked much with delegation.  Tetyana I did find this quick blog for NAV https://community.dynamics.com/nav/f/microsoft-dynamics-nav-forum/357142/workflow-delegate-automatically maybe Erik will be able to shed some light on the situation.  Please post what you implement.

Best of luck!

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Jason Nicolaou
Engagement Manager
Sikich, LLP
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[John Hawkins]

In NAV 2017, I was able to add a Job Queue Entry for report 1511 to automate the delegation process.  We chose to set the reoccurrence frequency to 1440 minutes, or every 24 hours.  Hope this helps!

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John Hawkins
Senior Consultant
Oilfield Software Solutions, LLC
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[Tetyana Yatsenko]

Hi John,

we did as you suggested and here is the error message:

Can you please recommend how to resolve this?

Thanks kindly,

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Tetyana Yatsenko
Reporting Analyst
NewAge Industries, Inc.
Southampton PA
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