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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Workflow Setup Menus M...
Microsoft Dynamics GP (Archived)

Workflow Setup Menus Missing - GP 2015 R2

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Posted on by Shaun arinex 77

Hello,

I'm in the process of configuring Dynamics GP to use the PTE timesheet module. I've got GP 2015 R2 installed, and Web Client configured so that I can log in. 

I'm following a couple of tutorials, mainly this one, to get it working:

www.erpsoftwareblog.com/.../microsoft-dynamics-gp-workflow-2-0-configuration-tutorial

I'm up to the part where I need to set up workflows, but I seem to be missing a couple of menu items:

  • Workfow Maintenance
  • Workflow Calendar

However I do have the Email Message Setup menu item:

7711.Workflow.png

I need these menus to configure the workflows, so I'm stumped as to what to do now.

As far as I understand, Workflow 2.0 is included in the base install for GP 2015, so I'm not sure what I'm missing at this point.

Any ideas?

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  • Shaun arinex Profile Picture
    Shaun arinex 77 on at

    Further to the above, I've been reviewing the security options, and can confirm that Workflow Maintenance is selected:

    5187.Workflow2.png

    Same behaviour for sa/POWERUSER members. 

    Also, the Workflow Maintenance option is missing from the menu navigation as well. 

  • Bill Campbell Profile Picture
    Bill Campbell 12 on at

    If you look at the Administration Menu - there is another option - Workflow Setup - that appears above the menu option for Workflow.

    Have you completed the necessary setup in that menu already?

    Just wondering and completing the steps I went through to get workflow working for my clients.

  • Shaun arinex Profile Picture
    Shaun arinex 77 on at

    Yep, that bit went smoothly, and the test email worked fine. I haven't enabled the GP Web Services settings, as we won't be needing them, but I don't think this should affect anything at this point.

    Workflow3.png

  • Suggested answer
    Shaun arinex Profile Picture
    Shaun arinex 77 on at

    Turns out we needed to update our keys. Problem solved.

  • Bill Campbell Profile Picture
    Bill Campbell 12 on at

    Would have been a next option - you show it with security, but new security with old keys - so glad it was that easy to resolve.

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