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Microsoft Dynamics GP (Archived)

Workflow Setup Menus Missing - GP 2015 R2

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Posted on by 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?

*This post is locked for comments

  • Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: Workflow Setup Menus Missing - GP 2015 R2

    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.

  • Suggested answer
    Shaun arinex Profile Picture
    Shaun arinex 77 on at
    RE: Workflow Setup Menus Missing - GP 2015 R2

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

  • Shaun arinex Profile Picture
    Shaun arinex 77 on at
    RE: Workflow Setup Menus Missing - GP 2015 R2

    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

  • Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: Workflow Setup Menus Missing - GP 2015 R2

    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
    RE: Workflow Setup Menus Missing - GP 2015 R2

    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. 

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