How to Create Workflows from Workflow Templates

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 Dynamics NAV. The codes for workflow templates that are added by Microsoft are prefixed with “MS-“.

Another way to quickly create a workflow is to import an existing workflow that you have on a file outside of Dynamics NAV. For more information, see How to: Export and Import Workflows.

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. For more information, see How to: Create Workflows.

To create a workflow from workflow template

Choose the icon, enter Workflows, and then choose the related link.
Choose the Create Workflow from Template action. The Workflow Templates window opens.
Select a workflow template, and then choose the OK button.

The Workflow window opens for a new workflow containing all the information of the selected template. The value in the Code field is extended with, for example, “-01” to indicate that this is the first workflow that is created from the workflow template.
Proceed to create the workflow by editing the workflow steps or add new steps. For more information, see How to: Create Workflows.

How to Create Workflows from Workflow Templates

To create a workflow from workflow template

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