Create Workflows from Workflow Templates

To save time when creating new workflows, you can create workflows from workflow templates.

Workflow templates are non-editable workflows that exist in the default version of Business Central. The codes for workflow templates created by Microsoft are prefixed with "MS-".

Another way to quickly create a workflow is to import an existing workflow that you have on a file outside of Business Central. For more information, see Export and Import Workflows.

On the Workflow page, you create a workflow by listing the involved steps on the lines. Each step consists of a workflow event, moderated by event conditions, and a workflow response, moderated by response options. You define workflow steps by filling fields on workflow lines from fixed lists of event and response values representing scenarios that are supported by the application code. For more information, see Create Workflows.

To create a workflow from a workflow template

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Workflows, and then choose the related link.

  2. Choose the New Workflow from Template action. The Workflow Templates page opens.

  3. Select a workflow template, and then choose the OK button.

    The Workflow page opens for a new workflow containing all the information of the selected template. The value in the Code field is extended with, for example, "-01" to indicate that this is the first workflow that is created from the workflow template.

  4. Proceed to create the workflow by editing the workflow steps or add new steps. For more information, see Create Workflows.

See also

Create Workflows
Export and Import Workflows
View Archived Workflow Step Instances
Delete Workflows
Walkthrough: Setting Up and Using a Purchase Approval Workflow
Setting Up Workflows
Use Workflows