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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Navigation List in Wor...
Microsoft Dynamics GP (Archived)

Navigation List in Workflow 2.0 for GP 2013 R2 and GP 2015 R2 Don't Show Workflow Status

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Posted on by Community Member

Does anyone know of a way to get the new Workflow Status (pending approval, approved, not submitted, etc.) to show in the Navigation lists in GP 2013 R2 or GP 2015 R2?  It allows you to add the field "Work Flow Approval Status" to your columns and as filter criteria but nothing is in that field and it doesn't produce any results in the filter.  I am thinking that status is the status value from the SharePoint-based Workflow 1.0 and that the Navigation Lists don't include the fields from Workflow 2.0.  Can anyone confirm this, and does anyone know of a way to get the 2.0 fields in?

This renders the Navigation Lists useless in this regards since if you don't know the status how can you ascertain what you need to approve or what you need to submit if you have to open up each document to see that.

I find this true in both GP 2013 R2 and GP 2015 R2.

Any insight would be greatly appreciated!

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  • Community Member Profile Picture
    Community Member on at

    As a side note, the reason why I think the "Workflow_Approval_Status" is from Version 1.0 is because that column is in POP10100 and is 0 for all records.  There is another column in that table that is called "Workflow_Status" that has values in it that change as they move through the Workflow.  "Workflow_Status" isn't available in the list of columns or filter in the Navigation Lists.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi. maybe not quite what you were looking for but I came across this great article as it explains the new workflow tables and how they link up.

    https://community.dynamics.com/gp/b/dynamicsgp/archive/2015/08/04/workflow-2-0-tables-what-each-one-does-and-what-information-you-can-get-from-them-for-reporting-purposes

    I created a view pulling in the workflows and then based a smartlist off that for Project Time & Expense managers to view statuses of entered timesheets. You should be able to do the same for navigation lists.

    There are a few other entries if you use "Workflow 2.0 tables" as your search term

  • Derek Albaugh Profile Picture
    Derek Albaugh Microsoft Employee on at

    What navigation list are you referring to?

    I ask because, as example, when I submit a requisition for approval in Workflow 2.0 / Microsoft Dynamics GP 2015 R2, then go to the Purchasing navigation menu and click on 'Purchasing Requisitions Pending Approval' list, it shows me the requisition I just submitted for approval, as well as a 'Workflow Status' column of 'Pending User Action', which is the current status.

    The same is true of the 'Purchase Orders Pending Approval' after submitting a PO for approval in Workflow 2.0.

    Thanks.

  • Community Member Profile Picture
    Community Member on at

    Derek,


    We are using the Purchase Order Navigation Lists.  I am wondering if the Version 2.0 didn't get loaded and these are a 1.0 version.  I am wondering if there is a way to reload the 2.0 lists?

  • Derek Albaugh Profile Picture
    Derek Albaugh Microsoft Employee on at

    I'm not quite sure what you mean by 'Version 2.0' and 'Version 1.0', but the navigation lists are objects within themselves that users are given security to.

    It would be the dictionary files, such as Dynamics.dic that holds these default objects.

    It may be possible that if you have the 'Workflow with SharePoint' setup for Dynamics GP, it could be pulling information from the PO Approval workflow type in Dynamics GP Workflow, versus if you have the PO Approval workflow type setup in Workflow Maintenance window for Workflow 2.0, it would potentially be pulling from that.

    You can only be using either the PO Approval workflow from the Workflow on SharePoint or Workflow 2.0, you cannot be using both at the same time, unlike being able to use Requisition Management in Business Portal for Dynamics GP 2013 R2 and the Purchase Requisition Approval workflow type in Workflow 2.0 at the same time.

    Thanks

  • Community Member Profile Picture
    Community Member on at

    Derek,

    Workflow 1.0 is what we call Workflow with SharePoint which was originally used.  Then when upgrading to GP 2013 R2 we started using Workflow 2.0 (non-SharePoint).  We have seen issues with Navigation Lists not showing the Workflow buttons on the toolbar as well as not showing the statuses.  Can you tell me the exact names of the columns in regards to status that you see in your PO Nav Lists?

  • Derek Albaugh Profile Picture
    Derek Albaugh Microsoft Employee on at

    In my 'Purchase Orders Pending Approval' list (Purchasing > Purchase Order Transactions > Purchase Orders Pending Approval), I have the following columns:

    --Document Number

    --Vendor Name

    --Amount

    --Workflow Status (which shows 'Pending User Action')

    --Task Due Date

    --Task Due Time

    --Workflow User (name of the pending approver)

    If you customize this list, you can add other columns like 'Status' which in my case shows 'New', so it doesn't appear to be the actual workflow status.

    It appears, looking at a dexsql.log when running this navigation list, that it looks at some WF, PA and POP tables as well as creating and using temp tables and then it must look at the workflow status for the PO, and then generates a 'Pending User Action' workflow status, as 'Pending User Action' doesn't exist as a value in any table within the system or company database, when I checked it to confirm.

    Thanks

  • Community Member Profile Picture
    Community Member on at

    Derek that makes sense.  We also migrated from SharePoint to the new version, and our pre-built Navigation Lists don't work for "pending approval" and "not submitted."  Sometimes I can get it to work by manually building the filters, but navigation lists are so painfully slow that they're unusable anyway so I quit working on it.  Would love to see MS look deeper into this as I think it's crazy existing navigation list don't work out-of-the-box.

    -Trevor

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