Procedure to create a customized Workflow in Dynamics NAV by creating new workflow events – Part 1

Introduction: Workflows are created in Dynamics NAV which when enabled perform a series of steps one after the other automatically and carry out actions as specified in the workflow. Workflow consists of a series of workflow events which get triggered on specific conditions and workflow responses for each event. We often have a requirement to create a new workflow which is not present in the standard workflow from the template list.

Pre-Requisite:

Microsoft Dynamics NAV

Purpose: In this article I will be giving the procedure in Dynamics NAV development exvironment to create a custom workflow by creating new functions in Dynamics NAV and implementing new workflow events. I will be creating a customized Job workflow.

Procedure:

1. In table 167 i.e. Job table, I have created a new field ‘Approval Status’.                         
2. The properties of the above field is as follows:

1. Go to Codeunit 1535 Approvals Mgmt.

Only added code to populate the document no field of approval entry table.

LOCAL PopulateApprovalEntryArgument(RecRef:RecordRef;WorkflowStepInstance: Record “Workflow Step Instance”;VARApprovalEntryArgument: Record “Approval Entry”)

Code added in PopulateApprovalEntryArgument function within the Case Statement:

1. Now create a new Codeunit 50000 to add new functions

I have added the following global C/AL variables in the new codeunit.

Workflow Management is Codeunit 1501. Approval Entry is Record 454. SMTP Mail is codeunit 400.

1. Add the following functions in the new Codeunit.

The properties of each function are as follows:

a. RunWorkflowOnSendJobTMforApprovalCode

Code written in this function is:b. RunWorkflowOnSendJobTMforApproval

Code added in this function is:

c. RunWorkflowOnApproveApprovalRequestforJobTM

Code added in this function is:

d. RunWorkflowOnApproveApprovalRequestForJobTMCode

Code added in this function is:

e. AddWorkflowEventsToLibrary

Code added in this function is:

f. AddWorkflowTableRelationsToLibrary

Code added in this function is:

g.  RunWorkflowOnRejectApprovalRequestforJobTM

Code added in this function is:

h. RunWorkflowOnRejectApprovalRequestforJobTMCode

Code added in this function is:

i. RunWorkflowOnDelegateApprovalRequestForJobTM

Code added in this function is:

 j. RunWorkflowOnDelegateApprovalRequestForJobTMCode

The code written in this function is:

k. OnSendJobTMforApproval which is a Publisher function with Event Type ‘Integration’

C/AL Locals are:

l. IsJobTMApprovalsWorkflowEnabled

Code added in this function is:

m. CheckJobTMApprovalsWorkflowEnabled

The code added in this function is:

n. SendJobForApprovalFunction

C/AL Locals are:

Properties of the function are:

This is a subscriber function and will get triggered when the ‘Send Jobs For Approval’ action is clicked which is present in Job Card.

The code written in the function is:

o. To access the record from the approval request, you need to modify Codeunit 700 Page Management.

Create a function in C/AL globals

Add the following code in this function

Now in GetConditionsCarPageID()  function, add the following:

In my next blog, I have given the remaining setups and steps required to be done in the Dynamics NAV client to create customized workflows. You can click on the link below for my next blog:

https://tinamenezes.wordpress.com/2017/11/25/procedure-to-create-a-customized-workflow-in-dynamics-nav-by-creating-new-workflow-events-part-2/

Thanks for reading my blog!