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

25. WORKFLOW SIMPLE DEMO

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”
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