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Small and medium business | Business Central, N...
Suggested answer

Workflows in Business central

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Posted on by 390

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. 

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  • Suggested answer
    Nitin Verma Profile Picture
    21,696 Moderator on at
    RE: Workflows in Business central

    Hi,

    You can follow below link to create custom workflow with event.

    www.linkedin.com/.../

  • Sejal Profile Picture
    99 on at
    RE: Workflows in Business central

    Hello,

    You cal follow below link.

    chrisdsilvablog.wordpress.com/.../

  • Muhammad Anas Naeemi Profile Picture
    390 on at
    RE: Workflows in Business central

    Can we only create custom workflows for approval events or for any event we want to? and can we create any events we want?

  • NAV_with_Narang Profile Picture
    2,250 Moderator on at
    RE: Workflows in Business central

    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"?

  • Muhammad Anas Naeemi Profile Picture
    390 on at
    RE: Workflows in Business central

    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.

  • Suggested answer
    NAV_with_Narang Profile Picture
    2,250 Moderator on at
    RE: Workflows in Business central

    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

    demiliani.com/.../

    community.dynamics.com/.../get-report-template-pdf-file-from-business-central-using-power-automate

    thinkaboutit.be/.../

  • Muhammad Anas Naeemi Profile Picture
    390 on at
    RE: Workflows in Business central

    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?

  • Suggested answer
    NAV_with_Narang Profile Picture
    2,250 Moderator on at
    RE: Workflows in Business central

    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

    www.youtube.com/watch

    This link shows for purchase, similar can be done for sales too

  • Suggested answer
    Shawnsauve Profile Picture
    1,093 on at
    RE: Workflows in 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.

  • Suggested answer
    NAV_with_Narang Profile Picture
    2,250 Moderator on at
    RE: Workflows in Business central

    Hi Shawnsauve - Can you please provide the link/reference for the above? I can't seem to find Workflow Designer in my Business Central

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