Setup

Initial Setup

• Open the Smart Approval page in Business Central.
• Select the document types to enable Smart Approval for (Sales, Purchase, etc.).
• Configure approval criteria and approver assignment (direct, specific, user group).
• Enable or disable Smart Approval workflows for each document type.

Workflow Integration

• Smart Approval integrates with standard BC workflows.
• You can enable or disable Smart Approval for each workflow via the setup page.
• Approval requests are created automatically based on configured criteria.

User Groups and Approvers

• Assign approvers directly, specifically, or via user groups.
• Use the Workflow User Group and User Setup pages to manage approvers.

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Related information:

• Overview
• Installation
• Approval Criteria
• FAQ