Implementing Custom Workflow with Approval Actions in Business Central

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Posted on by Ahsan baig 123

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Requirement:

I need to implement a custom workflow for a custom page in Business Central.

Specifically, I want to:

Add "Send for Approval" and "Cancel Approval" actions, similar to what's available in standard pages like the Purchase Order.
Allow users to open the Workflow Setup, where they can configure workflow events and responses as needed.
Create custom events and responses.

Objective:

My goal is to achieve functionality similar to the standard Purchase Order approval workflow, but for a custom page.

Could you guide me on how to implement this?

Thank you!

Categories:

Dynamics 365 Business Central

Microsoft Dynamics RMS

Microsoft Dynamics NAV

Dynamics 365 Business Central migration

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Rishabh Kanaskar 3,413 on at

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Implementing Custom Workflow with Approval Actions in Business Central

Hi,

To implement a custom workflow with approval actions on a custom page in Business Central:
Create a Workflow Table
> Define a table to store workflow entries for your custom page.
> Include fields like Document No., Status, Requested By, Approver, Date Sent, etc.

Create a Workflow Codeunit
> Add procedures for SendForApproval and CancelApproval.
> Update workflow table and raise events like OnBeforeSendForApproval and OnAfterSendForApproval.

Define Events for Workflow
> Use IntegrationEvent in your table/codeunit for key workflow points (e.g., OnApprovalRequested, OnApprovalCanceled).

Add Actions on the Page
> Add actions on your custom page for Send for Approval and Cancel Approval.
> Call your codeunit procedures from these actions.
> Enable/disable actions based on workflow status.

Workflow Setup Page
> Create a standard BC-style workflow setup page if you want admins to define events/responses.
> Link the setup to your workflow table for configuration.

Approval Handling
> Create a separate approval codeunit or extend your workflow codeunit.
> Include logic for notifying approvers (email or in-app notifications).
> Update workflow status when approved/rejected.

Testing
> Ensure the workflow responds to status changes correctly.
> Validate that Send for Approval cannot be executed twice for the same record.
> Test integration with any notification mechanism.

You essentially replicate the standard Purchase Order workflow logic but use your custom table, codeunit, and page.

Thanks

Rishabh

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