Hi All,
Today i came with amazing article in NAV 2017.
First of all, I would like to say thanks to NAV developers to
add the amazing workflow templates.
The new templates are:
Ø Vendor
Approval Workflow.
Ø Item
Approval Workflow.
Ø Item Unit
Price Change Approval Workflow.
See the bellow screenshot for
better understanding.
Walkthrough: Implementing Workflow Events and Responses
Introduction
Microsoft Dynamics NAV Workflows enable you to model real-life business processes like best
practices or industry-standard practices. Ensuring a customer’s credit limit
has been independently verified or requiring a two-person approval for a
significant vendor payment are both examples of these. Workflow can be thought of as the movement of
documents or tasks through a work process. Workflows in Dynamics NAV focus on three
main building blocks and almost any workflow process, short or long, is likely
to be comprised of steps related to these three blocks. They are:
·
Approval,
approval leaves a work task, item or document in an blocked or unapproved state
until approved by a suitable person in your organization
·
Notification,
notifications tell users that something has happened and/or that they need to
take some kind of action
·
Process
automation, process automation means executing a process routine and have the
Dynamics NAV system calculate something or perform an action
The workflows in Dynamics NAV are represented by Workflow
Events and Responses. The smallest
workflow is the pairing of a single Event and a Response. Simple workflows could be
·
When a new customer is created, email the sales
person responsible for that region to alert them to the new customer.
·
When a new vendor is created, email the
purchaser person responsible for that region to alert them to the new vendor.
·
When a purchase invoice exceeds $250, email the
financial controller to alert them
More complex workflows are built of chains of events and
responses. Examples could be
·
When a Purchase Invoice exceeds $250, put the
purchase invoice on hold until it is approved by a manager.
·
When new customers are created, block them until
they have had a credit check performed.
·
Once a purchase document has been approved by
the accounting manager, automatically post it to the Dynamics NAV system.
Note: in all the
examples above, you can see a “when something happens, do something”
pattern. This is the “Event and
Response” model and is the simple but effective design behind Dynamics NAV
workflows.
Events and Workflow Events
Perhaps confusingly, Dynamics NAV 2016 introduces two new
event concepts. Events and Workflow
events. The two are distinct but often
coupled together to build solutions. Dynamics
NAV Events allow you to write code which will be called when an event occurs –
this is called subscribing to an event.
An example could be to subscribe to the OnCreate
trigger for a table and writing code which will be called whenever a new record
is created.
Workflow Events typically use Platform Events as their
trigger, but are richer. Workflow events
are registered in the workflow engine and show up in the workflow
designer. Microsoft recommends that
Workflow events be written at a higher level of abstraction than Platform
Events, for example while OnCreateNewCustomerRecord
makes a suitable platform event, a good workflow event could be AfterOverduePaymentIsPosted.
Scenarios
Demo 1 - Enable the workflow & response in the NAV system
The scenario of this part of the demo script is to show
managing workflow events & responses from a Dynamics NAV system to build a
workflow. This task is typically
performed by super users.
Demo 1 — Enable the
workflow event in the NAV system
Managing workflow events from a Dynamics NAV system. An entire workflow is comprised of binding a
Workflow Event and a Response together and then enabling it.
This Setup can be done from Workflows, or Workflows Templates.
In My demo, I used workflows.
Follow the bellow steps to achieve earlier aim.
Ø
Create users, [See the bellow screenshot for
better understanding].
Ø
Create Approval User Setup and Notification
Setup, [See the bellow screenshot for better understanding].
Note: You have to also
setup SMTP mail setup for sending Mail.
In NAV 2017 NAS/Job
queue must be start from services, unlike NAV 2016.
Ø Type workflows in search box and select the relevant link, Click the “New Workflow from Template” action
from Home Tab under New Group.
Ø
A Workflow Template Dialog Box will appear, now
expand the “Purchase and Payables” Category and select the “Vendor Approval
Workflow”, [See the bellow screenshot for better understanding].
Ø
Now MS-VENDAPW-01
Vendor Approval Workflow window will display, now you can give your
condition but in my case I didn’t give because I need whenever a vendor will be
created by SATYANARAYNA user that time I need a notification to BINESH.SINGH
for Approval the Vendor.
Ø
Make enabled true to run the workflow, See the
bellow screenshot for better understanding.
Ø
Once the workflow created and enabled it looks
like
Ø Testing the workflow: Login with SATYANARAYANA.V
user and create a new vendor, send the Approval request.
Now See the bellow screenshot for Approval request got the
BINESH.SINGH User.
Now he can able to Approve, Reject, Delegate also he can
see the Record by clicking the Open Record.
Ø I already setup for emailing also
for user BINESH.SINGH, So he got mail, See the bellow screenshot for better
understanding.
