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How to use workflow in dynamics NAV 2016?

4,992 views November 10, 2016 7:36

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Description from the creator

Microsoft has introduced a new Workflow functionality replacing the Classic Approval mechanism in the previous Navision versions.
The new workflow functionality reduces the efforts in designing the Customized Code for various Workflow requirements by Clients such as Approval Mechanism.

Steps on “How to work on Workflows in Dynamics Navision 2016”-
Step – 1: Creating Approval User Setup
First Step for Workflow mechanism is creating an approval user setup, this functionality is the same as conventional Document Approvals, Create Approval setup for one User and One Approver.
Step – 2: Creating Workflow Templates (For example - Sales Work flow for Sales Quotation)
Create a Workflow template from Workflow sections in Navision, this workflow template will act as a base for all the approval request, delegations, rejections for Sales Quote.
Step – 3: Defining a Condition for the Event and Response for the Event
Select the template created in Step 2, and define the appropriate Event & a Conditions from available conditions that comes with the standard CRONUS sample database of NAV, at last select a Response that will be generated when the event with a condition occurs.
Step – 4: Testing Workflow Mechanism
For testing a Workflow for Sales Quote, create a Sales Quote & try to Make Order from the Menu items, system will prompt for an approval until the order is approved by the approver defined in the Approval Workflow.
Step – 5 Approval of Document
Once the document is sent from Requesting user, it is available at the Approvers end as an Open document, the user can approve it, delegate it or Reject according to the Approval Setup defined in the system. Once the Document is approved, it can be converted into a Successful Sales Order by the Requesting User.
Take a look at our Microsoft dynamics NAV Services: paragyte.com/services/microsoft-dynamics-nav

About this tutorial

Paragyte published this 7:36 video tutorial on November 10, 2016. It has been watched 4,992 times on YouTube.

Channel
Paragyte
Duration
7:36
Published
November 10, 2016
Views
4,992
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