{"id":2407,"date":"2025-07-17T14:04:33","date_gmt":"2025-07-17T08:34:33","guid":{"rendered":"https:\/\/www.nevastech.com\/blog\/?p=2407"},"modified":"2026-01-21T12:42:24","modified_gmt":"2026-01-21T07:12:24","slug":"how-to-set-up-approval-workflows-in-business-central","status":"publish","type":"post","link":"https:\/\/www.nevastech.com\/blog\/how-to-set-up-approval-workflows-in-business-central\/","title":{"rendered":"How To Set Up Approval Workflows in Business Central"},"content":{"rendered":"<h2><span class=\"ez-toc-section\" id=\"Creating_Approval_Workflows_in_Business_Central_Easy_Setup_Guide\"><\/span>Creating Approval Workflows in Business Central: Easy Setup Guide<span class=\"ez-toc-section-end\"><\/span><\/h2><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_79 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title ez-toc-toggle\" style=\"cursor:pointer\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.nevastech.com\/blog\/how-to-set-up-approval-workflows-in-business-central\/#Creating_Approval_Workflows_in_Business_Central_Easy_Setup_Guide\" >Creating Approval Workflows in Business Central: Easy Setup Guide<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.nevastech.com\/blog\/how-to-set-up-approval-workflows-in-business-central\/#Custom_Workflows_in_Business_Central\" >Custom Workflows in Business Central<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.nevastech.com\/blog\/how-to-set-up-approval-workflows-in-business-central\/#Workflow_Templates\" >Workflow Templates<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.nevastech.com\/blog\/how-to-set-up-approval-workflows-in-business-central\/#Workflow_Set_Up_in_Business_Central\" >Workflow Set Up in Business Central<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.nevastech.com\/blog\/how-to-set-up-approval-workflows-in-business-central\/#Making_Changes_to_Your_Workflow\" >Making Changes to Your Workflow<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.nevastech.com\/blog\/how-to-set-up-approval-workflows-in-business-central\/#Nevas_Technologies_Can_Help\" >Nevas Technologies Can Help<\/a><\/li><\/ul><\/nav><\/div>\n\n<p>Approval workflows can be set up in Business Central to ensure that important information isn&#8217;t erroneously changed or deleted, to set limits on purchases, or to bring specific actions to the attention of managers or executives. In other words, approval workflows can be adjusted to meet your business needs in a variety of ways. In this post, we walk through setting up an approval workflow for something very simple. More complex workflows that involve multiple tiers of approval can be set up as well, and the Business Central consultant at Nevas Technologies are happy to provide hands-on help with those or to help you troubleshoot workflow approval problems you encounter.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Custom_Workflows_in_Business_Central\"><\/span>Custom Workflows in Business Central<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>For our example, we will set up an approval workflow to purchase office supplies. Perhaps you\u2019ve noticed that some departments are ordering twice as many office supplies as others, and these purchases are becoming a significant operating expense. Although this scenario is straightforward, you can see how approval workflows could be applicable to a wide variety of situations.<\/p>\n<p>A workflow is a sequence of tasks that is triggered by a specified action, condition, or rule. For example, when a department manager completes a purchase order for office supplies, the document must be approved by the manager of operations before it can be completed.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workflow_Templates\"><\/span>Workflow Templates<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><a href=\"https:\/\/www.nevastech.com\/solutions\/microsoft-dynamics-365\/microsoft-dynamics-365-business-central\/\" rel=\"noopener\" target=\"_blank\">Dynamics 365 Business Central<\/a> has quite a few approval workflow templates, or you can choose to create a new workflow approval customized to meet your needs. To use the templates, you select the one you want, click \u201cnew,\u201d then \u201cnew workflow template.\u201d<\/p>\n<p>The next step is to set the event that triggers the workflow, based on conditions you set. For this example, a user creates a purchase order for office supplies.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workflow_Set_Up_in_Business_Central\"><\/span>Workflow Set Up in Business Central<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In the workflow approval setup, you select the users who will create the purchase orders. Once you\u2019ve selected the users and made sure their contact information is available, you move to setting the approvers.<\/p>\n<p>You can choose one person, one person and a substitute, or a chain of people as approvers, depending on what you need. In this scenario, you probably only need the operations manager and a substitute. For more mission-critical tasks or actions, you may need to have escalating approvals.<\/p>\n<p>Once you\u2019ve got users who can create purchase orders and approvers who can approve them set, you next need to add event conditions. In our example, the purchase order is for a specific item as a condition. The condition could be geographic location, purchase amounts, or anything else that requires more than one person to approve in order to go forward.<\/p>\n<p>During the workflow approval setup process, you also choose who is notified each step of the way. For example, it makes sense for the approver to be notified when an approval is requested. You may also want the requester to be notified when the approval is granted or the document is rejected.<\/p>\n<p>Once the workflow is configured, you click \u201cenable.\u201d It then appears on your workflow list and can be tested.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Making_Changes_to_Your_Workflow\"><\/span>Making Changes to Your Workflow<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>If someday, you realize office supply purchases aren\u2019t a problem and the workflow approval process is inhibiting the productivity of your operations manager, you can end the workflow approval. Or, if office supply purchases become a bigger problem, you can add approvers or conditions as needed.<\/p>\n<p>Although purchase orders for office supplies is a straightforward example, approval workflows for travel reimbursement, purchases above a particular dollar amount, or making changes to vital information on customer cards, are great examples of how our clients use approval workflows.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Nevas_Technologies_Can_Help\"><\/span>Nevas Technologies Can Help<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>We would be happy to help you determine what kinds of workflow approvals make sense for your organization and to help you set them up. Get in touch with the <a href=\"https:\/\/www.nevastech.com\/solutions\/microsoft-dynamics-365-business-central-consultants\" rel=\"noopener\" target=\"_blank\">Business Central consultant<\/a> at Nevas Technologies today for more information on using approval workflows in Business Central. <a href=\"https:\/\/www.nevastech.com\/request-a-quote\" rel=\"noopener\" target=\"_blank\">Contact us<\/a> today!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Creating Approval Workflows in Business Central: Easy Setup Guide Approval workflows can be set up in Business Central to ensure that important information isn&#8217;t erroneously changed or deleted, to set limits on purchases, or to bring specific actions to the attention of managers or executives. In other words, approval workflows can be adjusted to meet &#8230; <a title=\"How To Set Up Approval Workflows in Business Central\" class=\"read-more\" href=\"https:\/\/www.nevastech.com\/blog\/how-to-set-up-approval-workflows-in-business-central\/\" aria-label=\"Read more about How To Set Up Approval Workflows in Business Central\">Read more<\/a><\/p>\n","protected":false},"author":2,"featured_media":2409,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-2407","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365-business-central"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How To Set Up Approval Workflows in Business Central<\/title>\n<meta name=\"description\" content=\"Set up approval workflows in Microsoft Dynamics 365 Business Central with ease. 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