Set Up Workflows

You can set up and use workflows that connect business-process tasks performed by different users. System tasks, such as automatic posting, can be included as steps in workflows, preceded or followed by user tasks. Requesting and granting approval to create new records are typical workflow steps. For more information, see Use Workflows.

Before you begin to use workflows, you must set up workflow users and approval users, specify how users receive notifications about workflow steps, and then create the workflows, potentially preceded by code customization.

In the Workflow window, you create a workflow by listing the involved steps on the lines. Each step consists of a workflow event, moderated by event conditions, and a workflow response, moderated by response options. You define workflow steps by filling fields on workflow lines from fixed lists of event and response values representing scenarios that are supported by the application code.

If a business scenario requires a workflow event or response that is not supported, a Microsoft partner must implement them by customizing the application code. For more information, see Walkthrough: Implementing New Workflow Events and Responses.

The following table describes a sequence of tasks, with links to the topics that describe them.

To See

Set up workflow users and user groups.

How to: Set Up Workflow Users

Set up workflow users who take part in approval workflows.

How to: Set Up Approval Users

Specify how workflow users are notified of workflow steps, including approval requests.

Setting Up Workflow Notifications

Specify when users receive notifications and whether to aggregate notifications in a period to minimize the number of notifications.

How to: Specify When and How to Receive Notifications

Set up the layout and general content of new workflow notifications e-mails, or export, modify, and reimport existing templates.

How to: Manage Notification Templates

Set up an SMTP server to enable e-mail communication in and out of Microsoft Dynamics NAV.

How to: Set Up SMTP E-Mail

Specify the different steps of a workflow by connection workflow events with workflow responses.

How to: Create Workflows

Use workflow templates to create new workflows.

How to: Create Workflows from Workflow Templates

Share workflows with other Microsoft Dynamics NAV databases by exporting and importing workflows.

How to: Export and Import Workflows

Learn how to set up a workflow for approving sales documents by following an end-to-end procedure.

Walkthrough: Setting Up and Using a Purchase Approval Workflow

Add support for a business scenario that requires new workflow events or responses by customizing the application code. (This topic is in English language.)

Walkthrough: Implementing New Workflow Events and Responses in Developer and IT Pro Help.

See Also


Walkthrough: Setting Up and Using a Purchase Approval Workflow


Use Workflows
Business Functionality