NAV 2016 Workflow
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Transcript of NAV 2016 Workflow
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Roberto Stefanetti | Microsoft Dynamics Community Moderator - NAV
DYNAMICS NAV 2016 WORKFLOW
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WORKFLOW TECHNOLOGY & DEFINITIONS
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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 ™
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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),,
Courtesy of Microsoft ™
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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
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NAV 2016 WORKFLOW «ER» MODEL
Courtesy of Microsoft ™
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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
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NAV 2016 WORKFLOW CUSTOMER BENEFITSCourtesy of Microsoft ™
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NAV 2016 WORKFLOW BUILDING BLOCKS
Courtesy of Microsoft ™
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NAV 2016 WORKFLOW EVENT-RESPONSECourtesy of Microsoft ™
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NAV 2016 WORKFLOW TEMPLATESCourtesy of Microsoft ™
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.….“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.
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.….“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)
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.….“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
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.….“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
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.….“a little fast HOW-TO guide”Workflow Responses List You can see all existing response events from this list
ITA Screen
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.….“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
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.….“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
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.….“a little fast HOW-TO guide”
WORKFLOW ACTIVATION Activation of single workflow: FLAG > Enabled = TRUE
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.….“a little fast HOW-TO guide”
WORKFLOW LIST WITH STATUS You can see all workflows with workflow status from this list
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.….“a little fast HOW-TO guide”WORKFLOW EVENTS\RESPONSE COMBINATION
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.….“a little fast HOW-TO guide”
WORKFLOW EVENTS GERARCHY Matrix for Events\Response mapping
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.….“a little fast HOW-TO guide”WORKFLOW TABLES RELATIONS
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.….“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
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WORKFLOW SIMPLE DEMO
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.….“a little fast HOW-TO guide”SAMPLE OF ONE OF MY ACTIVE WORKFLOWS
- Customer Approval Workflow Sample Configuration
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.….“a little fast HOW-TO guide”SAMPLE OF ONE OF MY ACTIVE WORKFLOWS
- Customer Approval Workflow – Workflow Configuration
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.….“a little fast HOW-TO guide”SAMPLE OF ONE OF MY ACTIVE WORKFLOWS
- Customer Approval Workflow – Setting Conditions
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.….“a little fast HOW-TO guide”SAMPLE OF ONE OF MY ACTIVE WORKFLOWS
- Customer Approval Workflow – Settings Responses
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.….“a little fast HOW-TO guide”SAMPLE OF ONE OF MY ACTIVE WORKFLOWS
- Customer Approval Workflow – ADD MORE RESPONSES
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.….“a little fast HOW-TO guide”SAMPLE OF WORKFLOW – Sales Order Approval
Sales Order Approval Workflow appears on workflow fact box window
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.….“a little fast HOW-TO guide”WORKFLOW OVERVIEW STEPS STATUS PAGE
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.….“a little fast HOW-TO guide”
RESTRICTED RECORDS