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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 direct integration into the respective standard pages of the record. Typical examples (depending on setup/role profile): Cards such as customer/vendor/item Sales...

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).  

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 be prompted.

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.

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 Procedure: Open the error list. Jump to the field via Navigation (Open). Correct, activate again.

Trigger does not fire

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

Checklist: Trigger Active = Yes? Trigger/step rules are missing or are defined so that no rule matches (e.g. filter on document type not set) For OnAfterModify: Are monitored fields maintained? Has one of these fields actually changed?

Workflow is stuck on a step

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

If no matching rule is found, or no next step is defined in a rule, the workflow can remain on the current step and wait for manual intervention. Procedure: Check rules/priorities Check rule conditions With Test Rule Group test the rule group

Related approvals

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

Related approvals are additional approval requests for a running workflow instance – typically for related records (e.g. document lines). Goal: You can model approvals at line level without all processing having to happen exclusively on the document header. Pr...

Related approvals

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

Related approvals are not created: Enable Related Approval is not enabled in the step, or Related Tables are not correctly linked to the primary table. Rules do not affect lines: Applies To is set to Header although Related Only/Header and Related is required...

DEV TOOLS

Advanced Workflow for Dynamics 365 BC -...

Developer actions on the AWF Setuppage for testing the trial/license mechanisms in sandbox environments. Prerequisite The DEV TOOLS are located on the page AWF Setup in the action group DEV TOOLS. Since in SaaS sandbox environments the entire trial logic is no...

Module: Escalation Engine

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

The escalation engine automatically monitors overdue approval requests and runs definable escalation steps. This lets you model reminders, automatic delegations, or reassignments on a time-based schedule. How it works The escalation is controlled by a Job Que...

Module: Out of Office

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

With out-of-office management, users define absence periods and specify how approval requests are handled during their absence. How it works When a workflow creates an approval and the intended approver has an active out-of-office entry (today’s date is betwe...

Module: Rejection Handling

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

The rejection behavior in Advanced Workflow is configurable and controls what happens when an approver rejects an approval request. Default behavior (without special configuration) Rejection in the first step: the workflow is cancelled (status → Cancelled). R...

Module: Approval Reassignment

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

Administrators can reassign active approvals to another person or group without cancelling the workflow. In addition, users who are not approval administrators can reassign or cancel approvals – if configured. Prerequisites The user must have the field "Can...

Module: Workflow Visualization

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

The workflow visualization shows an interactive graphical representation of the workflow template with all steps and connections. Open the visualization In the AWF Workflow Template → action "Visualization". The visualization shows: Step nodes with step code...

Module: Monitoring & Administration

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

The monitoring functions provide a comprehensive overview of all workflow instances and their status. AWF Workflow Management The page AWF Workflow Management is the central overview for all workflow instances: Filter options: status (Active / Completed / Err...

Activation Endpoint Specification

Advanced Workflow for Dynamics 365 BC -...

Overview The DEXPRO Advanced Workflow BC app contacts an activation endpoint via HTTP POST to validate its license. The endpoint receives identification and usage data and must respond with HTTP 200 to confirm an active license. Any non-200 response is treated...

Archivierten Beleg per Suche finden

Freeze for Dynamics 365 BC - de-DE Extension Entwicklung

Die Seite Anhang Download beschreibt, wie Anhänge eines bereits gefundenen Archiv-Datensatzes heruntergeladen werden. Diese Seite beschreibt den vorgelagerten Schritt: Wie findet man den passenden Archiv-Datensatz – auch mandantenübergreifend, z. B. um im Inte...