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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Workflow - Restrictions
Finance | Project Operations, Human Resources, ...
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Workflow - Restrictions

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Posted on by BoGLG 75

Hello!

Workflow allows you to place restrictions on a flow so that certain records can be excluded from the workflow.  However, that is a little misleading.  The record still has to be submitted to the workflow manually but it is automatically approved.  My need is to be able to have certain records completed and totally exempted from the Workflow, meaning they don't even need to be submitted to the workflow. 

For example, I would want users to be able to create Vendors if they belong to a certain class without any interaction at all with the workflow engine.  My research tells me that this is NOT possible without a total rewrite of the workflow engine.  Has anyone out there encountered this issue and solved it.  Is there a 3rd party application that addresses this?  Is there a way to auto submit these records to the workflow by calling the wfSubmit stored procedure so that the user does not have to submit these records to the workflow manually?

Any help would be appreciated.

Thanks!

  

Categories:
Microsoft Dynamics GP
  • BoGLG Profile Picture
    BoGLG 75 on at
    RE: Workflow - Restrictions

    Hi Derek.

    I think you're just confirming my point.  I have the Step where I am excluding the Vendor Class.  But those Vendors still have to be submitted to the workflow.  They are automatically approved but they still have to be submitted manually by a user.  That is what we are trying to avoid.  That for these vendors in a certain Vendor Class, they have no interaction with the workflow engine at all.  The user creates/modifies these Vendors and never has to submit anything to the workflow.

    That is what we are trying to achieve.  

  • Suggested answer
    Derek Albaugh Profile Picture
    Derek Albaugh on at
    RE: Workflow - Restrictions

    With Dynamics GP's Workflow functionality, using your Vendor Approval workflow type as an example, all vendors that are created when the Vendor Approval workflow is active in that company, would require the new vendor to be submitted for approval through the workflow, there really isn't a way around that.

    What you would need to do is setup the workflow steps in the Vendor Approval workflow, so that workflow is only requiring specific vendors to require approval, if you want them to automatically go through the workflow process and receive a 'Completed' status, which is what they would be if the workflow did not exist at all on that company.

    I've seen customers use something like the Class ID or Comment fields in the Vendor card, to have Workflow look at that to determine whether or not action is required on the vendor workflow or not.

    For example, have a workflow step that requires action when the Vendor Master.Vendor Class ID = 'XYZ'. Using this example, all vendors that are not part of the XYZ vendor class, wouldn't require approval, thus would automatically be given a 'Completed' status from Workflow and would be available for use in Dynamics GP.

    There may be some third party options and Ill let the Community mention those.

    Thanks

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