Introduction
You can set up and use workflows to connect business-process tasks that are performed by different users. System tasks, such as automatic posting, can be included as steps in workflows that precede or follow user tasks.
You can use the workflow feature in Business Central for the following processes:
Approve sales and purchase documents: The sales and purchase document approval system enable users to submit a document, like a sales quote or a purchase order, for approval according to a predefined hierarchy of approval managers with specified approval amount limits.
Approve items, customers, or vendors: You can require the approval of new items, customers, or vendors, before they can be used in purchases and sales. You can also require the approval of a customer credit limit change or an item unit price change.
Notify users: You can set up workflows to notify users on the creation of items, customers, or vendors. You can also notify users on the change of certain fields. For example, instead of approving customer credit limit changes, the sales manager just wants to be informed when someone changes the credit limit of a customer.
Integration workflows: With integration workflows, you can specify actions when an incoming document is created. For example, you can send purchase documents to an OCR service when you create a new incoming document.
To use workflows in Microsoft Dynamics 365 Business Central, you need to set up and enable workflows, set up workflow users, and specify how users receive notifications.
Four ways to create new workflows are:
Create a workflow manually.
Use the Create Workflow from Template function to make a copy of the workflow template and then further adjust the template as desired.
Use the Copy Workflow function to make a copy of another already created workflow that isn't a workflow template.
Use the Import from File function to import a workflow that has already been created in another Business Central database.