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[Adam Jacobson]

Good Day NAVUG,
We have a basic workflow in place.
NAV 2016.
We’d like to have a two level approval:
For example, Aaron, Bob, and Cathy enter sales orders.
If approval is required:
   Send approval request to Dean.
  If Dean approves, send approval request to Erica.

I’ve been poring through documentation not sure how to proceed.  
The key is that Dean always gets the request first, then Erica.  This is not dependent on sales order amount.
(We have custom logic that triggers the approval requirement).
thanks
Adam

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Adam Jacobson
President
Red Three Consulting, Inc.
Bronx NY
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[Cynthia Priebe]

I think you need to set up an Approver Group and use the Sequence. The Approver that gets it first is sequence 1 and the one to get it second is sequence 2.

Let me know if this works!

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Cynthia Priebe, MCTS, DCP
Senior Business Analyst and Project Manager
Liberty Grove Software
Oakbrook Terrace IL
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[Aydan Golaszewski]

?Here is a screen shot if will help guide you:

And the Workflow User Group should look like this:

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Aydan Golaszewski
Lead ERP Analyst
Jason Pharmaceuticals (Medifast)
Owings Mills MD
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[Kevin Fons]

I did a Blog on workflow user groups  a couple months ago. Let me know if you run into any issues.
– Are you struggling with your approval process?

Innovia		remove preview
Are you struggling with your approval process? Workflow User Groups can be a valuable tool that offers quite a bit of flexibility and functionality in the approval process for Workflows in NAV. A Workflow User Group is a list of users to approve requests generated by a Workflow. View this on Innovia >

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Kevin Fons
Senior Application Consultant
Innovia Consulting
Windsor WI
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