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An error list is shown after activation

Advanced Workflow for Dynamics 365 BC -... Troubleshooting (common error patterns)

Typical causes: Primary table missing No normal step present No active trigger present Procedur...

Updated 1 week ago by Bernd Feddersen

Copy a workflow

Advanced Workflow for Dynamics 365 BC -... Export/Import & Copying

There is a function "Copy Workflow", to duplicate a template including steps/triggers/rules.

Updated 1 week ago by Bernd Feddersen

Import / overwrite a template

Advanced Workflow for Dynamics 365 BC -... Export/Import & Copying

On import, the system checks the JSON structure. If the template already exists, an overwrite can...

Updated 1 week ago by Bernd Feddersen

Export a template

Advanced Workflow for Dynamics 365 BC -... Export/Import & Copying

On the template: Action "Export Template" A JSON file is created (e.g. AWF_Template_<Code>.json...

Updated 1 week ago by Bernd Feddersen

Integration into common standard pages (default tables)

Advanced Workflow for Dynamics 365 BC -... Running & monitoring workflows

For common tables that are delivered as default in AWF Supported Tables , there is additionally a...

Updated 1 week ago by Bernd Feddersen

Process approvals (without a dedicated document page)

Advanced Workflow for Dynamics 365 BC -... Running & monitoring workflows

For day-to-day work as an approver, the workflow management is often not the key page, but the pa...

Updated 1 week ago by Bernd Feddersen

Find workflow instances

Advanced Workflow for Dynamics 365 BC -... Running & monitoring workflows

Open AWF Workflow Management (e.g. via "Approvals & Workflows" → "Advanced Workflows"). There you...

Updated 1 week ago by Bernd Feddersen

Cleanup (retention & cleanup)

Advanced Workflow for Dynamics 365 BC -... Creating a workflow template

Under Cleanup Configuration: Automatic Cleanup Enabled Retention Period for Cleanup (DateFormula...

Updated 1 week ago by Bernd Feddersen

Workflow action on completion

Advanced Workflow for Dynamics 365 BC -... Creating a workflow template

In the template there is the section "Workflow Action". Run action on completion enable. Action ...

Updated 1 week ago by Bernd Feddersen

Step rules: how does the workflow move to the next step?

Advanced Workflow for Dynamics 365 BC -... Creating a workflow template

The app uses the DEXPRO Rules Engine to determine: which rule matches to which next step it swi...

Updated 1 week ago by Bernd Feddersen

Define steps

Advanced Workflow for Dynamics 365 BC -... Creating a workflow template

Basic structure of the steps In the template there is the section Steps. A step contains, among o...

Updated 1 week ago by Bernd Feddersen

Configure related tables (optional)

Advanced Workflow for Dynamics 365 BC -... Creating a workflow template

Why do I need related tables? The rule engine can check conditions not only on the primary table,...

Updated 1 week ago by Bernd Feddersen

Create a workflow template

Advanced Workflow for Dynamics 365 BC -... Creating a workflow template

Create a new workflow template Open AWF Workflow Templates. New. Fill in the area General: Co...

Updated 1 week ago by Bernd Feddersen

Step 0 – Check supported tables & events (must-know)

Advanced Workflow for Dynamics 365 BC -... Creating a workflow template

What are "AWF Supported Tables"? In "AWF Supported Tables" you maintain which tables can be selec...

Updated 1 week ago by Bernd Feddersen

The minimum configuration: when is a workflow template "valid"?

Advanced Workflow for Dynamics 365 BC -... Creating a workflow template

A workflow template is only fully usable in this app once at least these criteria are met: Acti...

Updated 1 week ago by Bernd Feddersen

Workflow user groups

Advanced Workflow for Dynamics 365 BC -... Prerequisites (permissions & master data)

As a rule you will use Workflow User Groups to organize the distribution of approvals/reviews. Ma...

Updated 1 week ago by Bernd Feddersen

Permissions

Advanced Workflow for Dynamics 365 BC -... Prerequisites (permissions & master data)

You typically need: DEXPRO AWF Administrator: for setup/template maintenance DEXPRO AWF User: f...

Updated 1 week ago by Bernd Feddersen

Alternative entry (if present in the profile/role)

Advanced Workflow for Dynamics 365 BC -... Navigation (where to find what?)

If your role/home page offers an entry point, you will often find the "Approvals & Workflows" are...

Updated 1 week ago by Bernd Feddersen

Entry via "Tell Me" (Alt+Q)

Advanced Workflow for Dynamics 365 BC -... Navigation (where to find what?)

Directly searchable via Tell Me: AWF Workflow Templates (list) AWF Workflow Management (list) R...

Updated 1 week ago by Bernd Feddersen

Approving in practice

Advanced Workflow for Dynamics 365 BC -... What can the app do?

Requests to Approve (for every table) DEXPRO Advanced Workflow can be used for practically any ta...

Updated 1 week ago by Bernd Feddersen