Procedure to create a customized Workflow in Dynamics NAV by creating new workflow events – Part 2

Introduction: In my previous blog I have mentioned the steps to be followed in the Dynamics NAV  development environment including creation of custom functions and the code to be written. In this blog, I will be giving the remaining steps to be followed in the Dynamics NAV client to create the custom workflow.

The link to my previous blog is as below:

https://tinamenezes.wordpress.com/2017/11/25/procedure-to-create-a-customized-workflow-in-dynamics-nav-by-creating-new-workflow-events-part-1/

Pre-Requisite:

Microsoft Dynamics NAV

Procedure:

1. Table 1505 Workflow-Table Relations must have the following record:

 2. Table 1509 WF Event/Response Combination must have the following record:

3. Table 1520 Workflow Event must have the following records:

4. You need to set up the user who is going to approve approval requests.

Go to Approval User Setup and add the User who is going to Approve the Job records:

5. Click on notification setup.

6. Click on notification schedule to specify when the user receives notifications.

7. Now go to the Dynamics NAV client and navigate to Workflows.

The workflow Steps including events and responses are as follows:

Event 1: Send Job for Approval-Tina

For Create an approval request for the record using approver type Approver and approver limit type Direct Approver add the Approver ID who will approve the record:

Event 3: Approve Approval Request For Job-Tina

Event 4: Reject Approval Request For Job-Tina

The output will be as follows:

Output:

TINAMENEZES user

Now  status changes to Pending Approval

A notification will be created in the system after the job has been sent for approval.

CAROL user approval

Navigate to Requests to Approve.

Status changed to released after the approval request is approved.

Status changed to rejected after the approval request is rejected.

This is the procedure to create a customized workflow by creating new events in Dynamics NAV.

Thanks for reading my blog!.