NAV 2016 Workflow

Roberto Stefanetti | Microsoft Dynamics Community Moderator - NAV

DYNAMICS NAV 2016 WORKFLOW

WORKFLOW TECHNOLOGY & DEFINITIONS

WORKFLOW TOPICS

Some Workflow definitions directly from “Microsoft”:

WORKFLOW SCOPE\PURPOSE- “…. 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 ™

WORKFLOW TOPICSWORKFLOW “TOPICS”

Topics are: Workflow Templates & Designer, Workflow Model & Architecture, Approval & Notification Model, Workflow User Group - Events, Responses, Workflows & Templates

Event & ResponseEvent: a NAV event subscription or action, implemented in C/AL and registered in Workflow libraryResponse: implementation in C/AL of a response Workflow:Workflow: a collection of one or more events/response pairs, designed and managed through the Workflow DesignerWorkflow 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 designerEvent is not multi steps operation

Workflow Response ModelWhen Event On Condition Then Response (Multi-line events responses),,


WORKFLOW USER GROUP

NAV 2016 WORKFLOW & NOTIFICATIONS

Template Events

WORKFLOWWORKFLOW TEMPLATES

Archived Workflow

Steps Instances

Notification Manager

NAS: JOB QUEUE

Workflow Steps (Instances)

Template Response

Workflow Events

Notification Schedule

Workflow Response

WORKFLOW CATEGORIES

Workflow Event\Response

Matrix

Dynamics Request Page

Entity

NAV 2016 WORKFLOW «ER» MODEL


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

NAV 2016 WORKFLOW CUSTOMER BENEFITSCourtesy of Microsoft ™

NAV 2016 WORKFLOW BUILDING BLOCKS


NAV 2016 WORKFLOW EVENT-RESPONSECourtesy of Microsoft ™

NAV 2016 WORKFLOW TEMPLATESCourtesy of Microsoft ™

.….“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.

.….“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)

.….“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

.….“a little fast HOW-TO guide”For Each single workflow, you can define:

Events Master or indented event (with level)

Condition Set of simple\complex 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

.….“a little fast HOW-TO guide”Workflow Responses List You can see all existing response events from this list

ITA Screen

.….“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

.….“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

.….“a little fast HOW-TO guide”

WORKFLOW ACTIVATION Activation of single workflow: FLAG > Enabled = TRUE


WORKFLOW LIST WITH STATUS You can see all workflows with workflow status from this list

.….“a little fast HOW-TO guide”WORKFLOW EVENTS\RESPONSE COMBINATION


WORKFLOW EVENTS GERARCHY Matrix for Events\Response mapping

.….“a little fast HOW-TO guide”WORKFLOW TABLES RELATIONS


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

WORKFLOW SIMPLE DEMO

.….“a little fast HOW-TO guide”SAMPLE OF ONE OF MY ACTIVE WORKFLOWS

- Customer Approval Workflow Sample Configuration


- Customer Approval Workflow – Workflow Configuration


- Customer Approval Workflow – Setting Conditions


- Customer Approval Workflow – Settings Responses


- Customer Approval Workflow – ADD MORE RESPONSES

.….“a little fast HOW-TO guide”SAMPLE OF WORKFLOW – Sales Order Approval

Sales Order Approval Workflow appears on workflow fact box window

.….“a little fast HOW-TO guide”WORKFLOW OVERVIEW STEPS STATUS PAGE


RESTRICTED RECORDS

Software

NAV 2016 Workflow