Advanced Workflow for Dynamics 365 BC - en-US
WIP
System Requirements
System requirements for using Advanced Workflow for Dynamics 365 BC
Installation
Licenses
Microsoft Information about the Microsoft Business Central licenses.
Obtaining the DEXPRO module
Detailed Information are here. OnPrem For OnPrem installations, an runtime package with the req...
AWF Setup
General Enabled: Turns the DEXPRO Advanced Workflow app on or off. When disabled, no new workflo...
What can the app do?
With DEXPRO Advanced Workflow you model approval and decision processes: - A workflow is started...
Central objects
Workflow Template ("AWF Workflow Template") – your definition (one-time) Workflow Instance ("AWF...
Approving in practice
Requests to Approve (for every table) DEXPRO Advanced Workflow can be used for practically any ta...
Related approvals
Related approvals are additional approval requests for a running workflow instance – typically fo...
Navigation (where to find what?)
Prerequisites (permissions & master data)
Creating a workflow template
The minimum configuration: when is a workflow template "valid"?
A workflow template is only fully usable in this app once at least these criteria are met: Acti...
Step 0 – Check supported tables & events (must-know)
What are "AWF Supported Tables"? In "AWF Supported Tables" you maintain which tables can be selec...
Create a workflow template
Create a new workflow template Open AWF Workflow Templates. New. Fill in the area General: Co...
Configure related tables (optional)
Why do I need related tables? The rule engine can check conditions not only on the primary table,...
Define steps
Basic structure of the steps In the template there is the section Steps. A step contains, among o...
Step rules: how does the workflow move to the next step?
The app uses the DEXPRO Rules Engine to determine: which rule matches to which next step it swi...
Configure workflow triggers
Workflow triggers determine when a new workflow instance is started. In the template the section ...
Workflow action on completion
In the template there is the section "Workflow Action". Run action on completion enable. Action ...
Cleanup (retention & cleanup)
Under Cleanup Configuration: Automatic Cleanup Enabled Retention Period for Cleanup (DateFormula...
Module: Escalation Engine
The escalation engine automatically monitors overdue approval requests and runs definable escalat...
Module: Rejection Handling
The rejection behavior in Advanced Workflow is configurable and controls what happens when an app...
Running & monitoring workflows
Find workflow instances
Open AWF Workflow Management (e.g. via "Approvals & Workflows" → "Advanced Workflows"). There you...
Process approvals (without a dedicated document page)
For day-to-day work as an approver, the workflow management is often not the key page, but the pa...
Integration into common standard pages (default tables)
For common tables that are delivered as default in AWF Supported Tables , there is additionally a...
Module: Out of Office
With out-of-office management, users define absence periods and specify how approval requests are...
Module: Workflow Visualization
The workflow visualization shows an interactive graphical representation of the workflow template...
Module: Monitoring & Administration
The monitoring functions provide a comprehensive overview of all workflow instances and their sta...
Module: Approval Reassignment
Administrators can reassign active approvals to another person or group without cancelling the wo...
Export/Import & Copying
Export a template
On the template: Action "Export Template" A JSON file is created (e.g. AWF_Template_<Code>.json...
Import / overwrite a template
On import, the system checks the JSON structure. If the template already exists, an overwrite can...
Copy a workflow
There is a function "Copy Workflow", to duplicate a template including steps/triggers/rules.
Troubleshooting (common error patterns)
An error list is shown after activation
Typical causes: Primary table missing No normal step present No active trigger present Procedur...
Trigger does not fire
Checklist: Trigger Active = Yes? Trigger/step rules are missing or are defined so that no rule...
Workflow is stuck on a step
If no matching rule is found, or no next step is defined in a rule, the workflow can remain on th...
Related approvals
Related approvals are not created: Enable Related Approval is not enabled in the step, or Relate...
DEXPRO AWF External Approvals — API Integration Guide
Audience: Developers building custom approval interfaces or integrations that consume the DEXPRO ...
DEXPRO AWF External Approvals — Setup Guide
Audience: customers / admins installing and configuring the feature.Maintaining the Power Automat...
DEXPRO AWF External Approvals — Power Automate Developer Guide
Audience: DEXPRO developers / maintainers of the Power Automate solution package.Customers / admi...
DEV TOOLS
Developer actions on the AWF Setuppage for testing the trial/license mechanisms in sandbox enviro...
DEXPRO AWF External Approvals — SharePoint Integration Contract
This document describes the SharePoint list contract between Business Central (the AWF extension)...
Activation Endpoint Specification
Overview The DEXPRO Advanced Workflow BC app contacts an activation endpoint via HTTP POST to val...