Advanced Search
Search Results
974 total results found
Troubleshooting (common error patterns)
Central objects
Workflow Template ("AWF Workflow Template") – your definition (one-time) Workflow Instance ("AWF Workflow Management") – a running/completed execution of the template (per record) Step ("AWF Workflow Step") – an approval/decision step within the template Work...
Approving in practice
Requests to Approve (for every table) DEXPRO Advanced Workflow can be used for practically any table because processing the approval does not necessarily have to happen on a specific document/card page. When a workflow creates an approval, approvers can proces...
Entry via "Tell Me" (Alt+Q)
Directly searchable via Tell Me: AWF Workflow Templates (list) AWF Workflow Management (list) Rule Sets (DEXPRO Core) Requests to Approve (standard page; extended by AWF) Not directly searchable via Tell Me, but still reachable: AWF Supported Tables: op...
Alternative entry (if present in the profile/role)
If your role/home page offers an entry point, you will often find the "Approvals & Workflows" area "Advanced Workflow" with links to: AWF Workflow Management AWF Workflow Templates In addition, you will typically find the standard area there, "Pending Appr...
Permissions
You typically need: DEXPRO AWF Administrator: for setup/template maintenance DEXPRO AWF User: for usage/monitoring DEXPRO Core Administrator or DEXPRO Core User: For rule creation/usage
Workflow user groups
As a rule you will use Workflow User Groups to organize the distribution of approvals/reviews. Make sure the user group exists has members If groups are missing/empty, execution can fail (the workflow may be moved to the error step).
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: Active = Yes (the template must be active) Primary Table is set Rule Set exists (is created/updated automatically when the primary table is set) At least one norma...
Step 0 – Check supported tables & events (must-know)
What are "AWF Supported Tables"? In "AWF Supported Tables" you maintain which tables can be selected as the primary table at all. Important: In the workflow template, only supported tables can be chosen as the primary table. Per supported table, the followin...
Create a workflow template
Create a new workflow template Open AWF Workflow Templates. New. Fill in the area General: Code (unique) Description Active initially No (recommended) Set the primary table (decisive, as this is the table the workflow is started for) In the workfl...
Configure related tables (optional)
Why do I need related tables? The rule engine can check conditions not only on the primary table, but also on related tables (e.g. header/lines). You define these related tables in the template in the area: Related Tables (technically: "DXP Rule Set Tables"...
Define steps
Basic structure of the steps In the template there is the section Steps. A step contains, among others: Step Code Step Name Order Step Type (Normal / Error / Final) Allow Record Editing Assignment logic Approvals / Related Approvals: optionally enable lin...
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 switches whether the assignee is overridden whether it auto-approves and whether the action applies to the header approval, related approvals (lines), or both. If n...
Configure workflow triggers
Workflow triggers determine when a new workflow instance is started. In the template the section is called "Workflow Triggers". Template triggers: basic fields In the template → section Workflow Triggers. New. Field Workflow Event select (AssistEdit → list "A...
Workflow action on completion
In the template there is the section "Workflow Action". Run action on completion enable. Action on Completion choose (depending on the primary table): Release / Reopen (only for certain document tables) Custom action (codeunit/report) Define field value assi...
Cleanup (retention & cleanup)
Under Cleanup Configuration: Automatic Cleanup Enabled Retention Period for Cleanup (DateFormula, e.g. -1M) In addition there is the action: "Clean Up Old Instances"
Find workflow instances
Open AWF Workflow Management (e.g. via "Approvals & Workflows" → "Advanced Workflows"). There you see, among others: Template Code Status Current Step Date/Time Started Here you can, among other things: See details Show audit trail Cancel workflow (if activ...
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 page "Requests to Approve": You see the record in the FactBox "Record Preview". You use the Approval Actions (Approve/Reject/Delegate). For group approvals you typi...