Workflow

You can set up and use workflows that connect business-process tasks performed by different users. System tasks, such as automatic posting, can be included as steps in workflows, preceded or followed by user tasks. Requesting and granting approval to create new records are typical workflow steps.

In the Workflow window, 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.

The generic version of Dynamics NAV includes a number of preconfigured workflows represented by workflow templates that you can copy to create workflows. The code for workflow templates that are added by Microsoft are prefixed with “MS-“. For more information, see the list of workflow templates in the Workflow Templates window.

If a business scenario requires a workflow event or response that is not supported, a Microsoft partner must implement them by customizing the application code. For more information, see Walkthrough: Implementing New Workflow Events and Responses in the developer and IT-pro help.

The following table describes a sequence of tasks, with links to the topics that describe them.

To See
Set up workflow users, specify how users get notified, and create new workflows. For new workflows for unsupported scenarios, implement the required workflow elements by customizing the application code. Setting Up Workflows
Enable workflows, act on workflow notifications, including request approvals and approve requests to perform a workflow step. Archive and delete workflows. Using Workflows

See Also

Sales
Purchasing
Managing Projects
Working with Dynamics NAV