Hi,
To implement a custom workflow with approval actions on a custom page in Business Central:
Create a Workflow Table
> Define a table to store workflow entries for your custom page.
> Include fields like Document No., Status, Requested By, Approver, Date Sent, etc.
Create a Workflow Codeunit
> Add procedures for SendForApproval and CancelApproval.
> Update workflow table and raise events like OnBeforeSendForApproval and OnAfterSendForApproval.
Define Events for Workflow
> Use IntegrationEvent in your table/codeunit for key workflow points (e.g., OnApprovalRequested, OnApprovalCanceled).
Add Actions on the Page
> Add actions on your custom page for Send for Approval and Cancel Approval.
> Call your codeunit procedures from these actions.
> Enable/disable actions based on workflow status.
Workflow Setup Page
> Create a standard BC-style workflow setup page if you want admins to define events/responses.
> Link the setup to your workflow table for configuration.
Approval Handling
> Create a separate approval codeunit or extend your workflow codeunit.
> Include logic for notifying approvers (email or in-app notifications).
> Update workflow status when approved/rejected.
Testing
> Ensure the workflow responds to status changes correctly.
> Validate that Send for Approval cannot be executed twice for the same record.
> Test integration with any notification mechanism.
You essentially replicate the standard Purchase Order workflow logic but use your custom table, codeunit, and page.
Thanks
Rishabh
