NAV 2016 Workflow
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Workflow technology in Dynamics NAV enables modeling of real-life business processes. It is defined as the movement of documents or tasks through a work process. Workflows are composed of events and responses that are triggered based on conditions. Common workflow topics include templates, architecture, approvals, notifications, and user groups.
NAV 2016 Workflow
- 1. Roberto Stefanetti | Microsoft Dynamics Community Moderator - NAV DYNAMICS NAV 2016 WORKFLOW
- 2. WORKFLOW TECHNOLOGY & DEFINITIONS
- 3. WORKFLOW TOPICS Some Workflow definitions directly from “Microsoft”: WORKFLOW SCOPEPURPOSE - “…. Workflow enable you to model real-life business processes - Workflow is defined as the movement of documents or task through a work process - Adopting workflow as a developer requires a move from functional code to “When-Then” thinking ….” Courtesy of Microsoft ™
- 4. WORKFLOW TOPICS WORKFLOW “TOPICS” Topics are: Workflow Templates & Designer, Workflow Model & Architecture, Approval & Notification Model, Workflow User Group - Events, Responses, Workflows & Templates Event & Response Event: a NAV event subscription or action, implemented in C/AL and registered in Workflow library Response: implementation in C/AL of a response Workflow: Workflow: a collection of one or more events/response pairs, designed and managed through the Workflow Designer Workflow Template: A mechanism to deliver workflow processes to a NAV System Event: IS NOT a workflow (is an event of Workflow…) Workflow offer a higher degree of configurability and are managed by workflow designer Event is not multi steps operation Workflow Response Model When Event On Condition Then Response (Multi-line events responses),, Courtesy of Microsoft ™
- 5. WORKFLOW USER GROUP NAV 2016 WORKFLOW & NOTIFICATIONS Template Events WORKFLOW WORKFLOW TEMPLATES Archived Workflow Steps Instances Notification Manager NAS: JOB QUEUE Workflow Steps (Instances) Template Response Workflow Events Notification Schedule Workflow Response WORKFLOW CATEGORIES Workflow EventResponse Matrix Dynamics Request Page Entity
- 6. NAV 2016 WORKFLOW «ER» MODEL Courtesy of Microsoft ™
- 7. NAV 2016 NOTIFICATION SCHEMA NOTIFICATION TEMPLATES NOTIFICATIONS ENTRIES Notification Manager NAS: JOB QUEUE + On Demand Notification Setup Workflow Response Notification Schedule SENT NOTIFICATIONS ENTRIES APPROVAL ENTRIES OVERDUE APPROVAL ENTRIES POSTED APPROVAL ENTRIES Workflow Actions Notification Model APPROVALS
- 8. NAV 2016 WORKFLOW CUSTOMER BENEFITS Courtesy of Microsoft ™
- 9. NAV 2016 WORKFLOW BUILDING BLOCKS Courtesy of Microsoft ™
- 10. NAV 2016 WORKFLOW EVENT-RESPONSE Courtesy of Microsoft ™
- 11. NAV 2016 WORKFLOW TEMPLATES Courtesy of Microsoft ™
- 12. .….“a little fast HOW-TO guide” WORKFLOW FULL MENU’ ON DEPARTMENTS WORKFLOW USER GROUPS You can define more workflow members for single workflow user group with sequence.
- 13. .….“a little fast HOW-TO guide” WORKFLOW CATEGORIES WORKFLOW TEMPLATES Workflow template is a “Worflow ready to use” with some different steps You can Copy from an existing workflow to build a new one You can define also new workflow elements (subscribers & responses objects)
- 14. .….“a little fast HOW-TO guide” Example of Simple Workflow MS-POAPW Purchase Order Approval Workflow This Workflow is composed by some Steps (Event, Condition, Response) SIMPLE WORKFLOW - ITALY screen
- 15. .….“a little fast HOW-TO guide” For Each single workflow, you can define: Events Master or indented event (with level) Condition Set of simplecomplex condition Define an “Entry point” Responses You can define a single or multi- lines response events for each one-event Worflow line. Sample of Response Definition W1 Screen Workflow Responses
- 16. .….“a little fast HOW-TO guide” Workflow Responses List You can see all existing response events from this list ITA Screen
- 17. .….“a little fast HOW-TO guide” Target Page & Custom Link Is possible to define different options for Workflow Responses; for example is possibile to choose a page or hyperlink instead of standard execution. Edit Response W1 Screen
- 18. .….“a little fast HOW-TO guide” COPY FROM EXISTING TEMPLATE You can create a new workflow copying from an existing and “ready to go” workflow
- 19. .….“a little fast HOW-TO guide” WORKFLOW ACTIVATION Activation of single workflow: FLAG > Enabled = TRUE
- 20. .….“a little fast HOW-TO guide” WORKFLOW LIST WITH STATUS You can see all workflows with workflow status from this list
- 21. .….“a little fast HOW-TO guide” WORKFLOW EVENTSRESPONSE COMBINATION
- 22. .….“a little fast HOW-TO guide” WORKFLOW EVENTS GERARCHY Matrix for EventsResponse mapping
- 23. .….“a little fast HOW-TO guide” WORKFLOW TABLES RELATIONS
- 24. .….“a little fast HOW-TO guide” CORE WORKFLOW & APPROVAL MANAGEMENT CODEUNITS Codeunit 1501 Workflow Management Codeunit 1502 Workflow Setup Codeunit 1520 Workflow Event Handling Codeunit 1521 Workflow Response Handling Main Workflow Functions (Events, Response Model) CreateEventsLibrary() CreateResponsesLibrary() ExecuteResponse() Approval Management Codeunit Codeunit 1535 Approval Management Codeunit
- 26. .….“a little fast HOW-TO guide” SAMPLE OF ONE OF MY ACTIVE WORKFLOWS - Customer Approval Workflow Sample Configuration
- 27. .….“a little fast HOW-TO guide” SAMPLE OF ONE OF MY ACTIVE WORKFLOWS - Customer Approval Workflow – Workflow Configuration
- 28. .….“a little fast HOW-TO guide” SAMPLE OF ONE OF MY ACTIVE WORKFLOWS - Customer Approval Workflow – Setting Conditions
- 29. .….“a little fast HOW-TO guide” SAMPLE OF ONE OF MY ACTIVE WORKFLOWS - Customer Approval Workflow – Settings Responses
- 30. .….“a little fast HOW-TO guide” SAMPLE OF ONE OF MY ACTIVE WORKFLOWS - Customer Approval Workflow – ADD MORE RESPONSES
- 31. .….“a little fast HOW-TO guide” SAMPLE OF WORKFLOW – Sales Order Approval Sales Order Approval Workflow appears on workflow fact box window
- 32. .….“a little fast HOW-TO guide” WORKFLOW OVERVIEW STEPS STATUS PAGE
- 33. .….“a little fast HOW-TO guide” RESTRICTED RECORDS