icon, enter Workflows, and then choose the related link. In the When Event field, specify the event that must occur to start the workflow step.
When you choose the field, the Workflow Events window opens where you select from all the workflow events that exist.
In the Condition field, specify one or more conditions that must be met before the event in the When Event field can occur.
When you choose the field, the Event Conditions window opens where you choose from a list of filter fields that are relevant as conditions for the event in question. You can add new filter fields that you want to use as event conditions. You set event condition filters just as you set filters on report request pages.
If the workflow event is the change of a specific field on a record, then the Event Conditions window opens with options to select the field and the type of change.
- To specify a field change for the event, in the Event Conditions window, in the Field field, select the field that changes.
- In the Operator field, select either Decreased, Increased, or Changed.
In the Then Response field, specify the response that will follow when the workflow event occurs.
When you choose the field, the Workflow Responses window opens where you select from all workflow responses that exist and set response options for the selected response.
On the Options for the Selected Response FastTab, specify options for the workflow response, by selecting values in the different fields that appear, as follows:
To specify options for a workflow response that involves sending a notification, fill the fields as described in the following table.
Field Description Recipient User ID Specify the user who the notification must be sent to. Note: This option is only available for workflow responses with a placeholder for a specific user. For workflow responses without placeholders for users, the notification recipient is typically defined by the approval user setup. Link Target Page Specify another page in Dynamics NAV that the link in the notification opens instead of the default page. Custom Link Specify the URL of a link that is added to the notification in addition to the link to page in Dynamics NAV. To specify options for a workflow response that involves creating an approval request, fill the fields as described in the following table.
Field Description Due Date Formula Specify in how many days the approval request must be resolved from the date when it was sent. Delegate After Specify if and when an approval request will automatically be delegated to the relevant substitute. You can select to automatically delegate one, two, or five days after the date when the approval was requested. Approver Type Specify who the approver is, according to the setup of approval users and workflow users.
The following options exist:
- Salesperson/Purchaser specifies that the user who is set up in the Salespers./Purch. Code field in the Approval User Setup window determines the approver. Approval request entries are then created according to the value in the Approver Limit Type field.
For more information, see How to: Set Up Approval Users.Show Confirmation Message Specify if a confirmation message is shown to users after they request an approval. Approver Limit Type Specify how approvers’ approval limits affect when approval request entries are created for them. A qualified approver is an approver whose approval limit is above the value on the request being made.
The following options exist:
1. Approver Chain specifies that approval request entries are created for all the requester’s approvers up to and including the first qualified approver.
2. Direct Approver specifies that an approval request entry is only created for the requester’s immediate approver, regardless of the approver’s approval limit.
3. First Qualified Approver specifies that an approval request entry is only created for the requester’s first qualified approver.To specify options for a workflow response that involves creating journal lines, fill the fields as described in the following table.
Field Description General Journal Template Name Specify the name of the general journal template that the specified journal lines are created in. General Journal Batch Name Specify the name of the general journal batch that the specified journal lines are created in.
Choose the Increase Indent and Decrease Indent buttons to indent the event name in the When field to define the step’s position in the workflow.
- Indicate that the step is the next in the workflow sequence by indenting the event name under the event name of the previous step.
- Indicate that the step is one of more alternative steps that may start depending on its condition by placing the event name at the same indentation as the other alternative steps. Order such optional steps according to priority by placing the most important step first.
NOTE
You can only change the indent of a step that does not have a subsequent step.
Repeat steps 7 through 11 to add more workflow steps, either before or after the step that you have just created.