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ReportHello everyone,
I want to ask that how can I create various workflows in Business central? How can I create custom workflows along with custom events? Kindly help.
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Hello everyone,
I want to ask that how can I create various workflows in Business central? How can I create custom workflows along with custom events? Kindly help.
I would recommend starting here: learn.microsoft.com/.../devenv-walkthrough-workflow-events-responses
This is the MS documentation on how to create custom workflow. Note--This is not a simple process, but it does work. I have created custom workflows for non-standard tables and custom events and custom responses.
If you do not like the custom development this requires, take a look at how you can use Power Automate or search on AppSource for ISV workflow solutions.
Hi Shawnsauve - Can you please provide the link/reference for the above? I can't seem to find Workflow Designer in my Business Central
In Business Central, you can create workflows using the Workflow Designer. The Workflow Designer is a visual tool that allows you to create and modify workflows without writing code.
Here are the general steps to create a custom workflow in Business Central:
1. Define the Workflow Event: First, you need to define a Workflow Event, which triggers the workflow to start. A workflow event can be a change in a field value, a record being created, or a record being deleted. You can create custom events by creating a codeunit or table extension with an event publisher.
2. Create a Workflow Definition: Once you have defined the event, you can create a workflow definition. The workflow definition defines the sequence of steps in the workflow, including conditions and actions.
3. Design the Workflow: After defining the workflow definition, you can design the workflow using the Workflow Designer. The Workflow Designer allows you to visually create the workflow by adding steps, actions, and conditions.
4. Publish the Workflow: Once you have designed the workflow, you can publish it to make it available for use.
I think you mean - "Whenever a SI is ready for posting, an approval request is sent to specific users for approval"
After posting any document, it may not make sense to send any approval to anyone at all, as your GL would already have been impacted
You can do that via the OOTB Workflows for sales invoice, if you just enable it and configure the approval user setup, you should be good to go
This link shows for purchase, similar can be done for sales too
Thank you.
One more thing I want to ask. I have to create a work flow in which whenever a sales invoice is posted. An approval request will be generated to specific users. how can I do to that?
Your business use case is valid, but you are looking it via an incorrect solution. Here's what you can do:
1. If you are a developer or have one in your team, create an extension with the Logic > Whenever the creator of the PO presses "Release", a email should be sent on a specific email ID using Business Central's default Email Accounts
2. You can also do this via Power Automate, wherein after a particular PO status is changed to Released, the Flow will be triggered which will grab the report attachment PDF from Bc and send it over email
community.dynamics.com/.../get-report-template-pdf-file-from-business-central-using-power-automate
I want to ask that for e.g. if I want a event that whenever a sales invoice is created then the response should be a report sent to a specific mail. how can I do that. I do not need any approvals. just want to automate a process.
I think the answer to your question is Approval Events. Can you please explain what do you mean by "any events apart from approval events"?
Can we only create custom workflows for approval events or for any event we want to? and can we create any events we want?
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