Create a workflow from workflow templates

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To save time when creating new workflows, you can create workflows from workflow templates.

Workflow templates are non-editable workflows that exist in the generic version of Business Central. The codes for workflow templates that are added by Microsoft are prefixed with MS-.

To create a workflow from a template, follow these steps:

  1. Select the search for page icon in the upper-right corner of the page, enter workflows, and then select the related link.

  2. Select the Create Workflow from Template action. The Workflow Templates page will open.

  3. Select a workflow template and then select the OK button.

  4. The Workflow page will open for a new workflow that contains all information of the selected template. The value in the Code field is extended with, for example, -01 to indicate that this workflow is the first that is created from the workflow template.

Alternatively, you can also open the Workflow Templates page, select the template that you want to make a workflow of, select New, and then select New Workflow from Template.

Workflows that are created from templates also require manual setup. As previously described, you need to specify options for the workflow response on the Options for the Selected Response FastTab.