Configuring and activating existing workflow in D365FO

Hi,

In this post, we will see how to configure and activate existing workflow from a workflow template. For demo purpose, chosen Vendor disbursement journal workflow and configured automatic approval if the journal type is payment.

Step1:  Go to the path Accounts Payable > Setup > Accounts Payable workflow.

Step 2: Click on New button and select Vendor disbursement journal workflow

Step 3: Provide the credentials, such that the workflow editor gets opened.

Step 4: Added the component "Approval" on to the canvas.

Step 5: Created one outgoing sequence from Start to Approval and other from Approval to End.

Step 6: Fixed the errors and warnings listed at the bottom. 

Error: "Selected Assignment type None is not supported" - Chosen Assignment type to be Participant and participant to be System administrator.  Assignment type

Error: "You must enter a message text for language en-us" - WorkflowMessage

Warning: "You must define submission instructions for workflow in order to help users understand what action(s) they need to take" - Provided the submission instructions as "Submitted for workfow"  WorkflowInstructions

Step 7: Double click on the component "Approve vendor disbursements journal 1" and select Automatic Actions.

Step 8: Click on check box "Enable automatic actions", provide the condition(boxed in orange) and give Auto complete action as Approve(boxed in red) such that auto approval happens for vendor disbursement journal.

AutomaticAction - Condition

Step 9: Click on save and close button. Provide the version comments as "Workflow configured for vendor payment journal with automatic actions" . 

Step 10: Select the option Activate the new version and click on Ok button to activate the workflow.

Output

Regards,

Chaitanya Golla