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204 total results found

DEXPRO AWF Externe Genehmigungen — Einrichtungshandbuch

Advanced Workflow for Dynamics 365 BC -...

Zielgruppe: Kunden und Administratoren, die das Feature installieren und konfigurieren.Power-Automate-Flow selbst warten? Siehe POWERAUTOMATE-DEV-GUIDE.de-DE.md (DEXPRO-Entwickler / erfahrene Administratoren).Eine Nicht-Teams-Integration auf Basis der SharePoi...

DEXPRO AWF Externe Genehmigungen — SharePoint-Integrationsvertrag

Advanced Workflow for Dynamics 365 BC -...

Dieses Dokument beschreibt den SharePoint-Listen-Vertrag zwischen Business Central (der AWF-Erweiterung) und jedem externen System, das Genehmigungsanfragen konsumiert oder beantwortet. Er ist transportneutral: Die Referenzimplementierung verwendet Power Autom...

DEXPRO AWF External Approvals — API Integration Guide

Advanced Workflow for Dynamics 365 BC -...

Audience: Developers building custom approval interfaces or integrations that consume the DEXPRO AWF External Approvals API directly.Looking for the SharePoint / Teams reference implementation? See SETUP-GUIDE.md (admin setup) and SHAREPOINT-CONTRACT.md (Share...

DEXPRO AWF External Approvals — Setup Guide

Advanced Workflow for Dynamics 365 BC -...

Audience: customers / admins installing and configuring the feature.Maintaining the Power Automate flow itself? See POWERAUTOMATE-DEV-GUIDE.md (DEXPRO developers / advanced admins).Building a non-Teams integration on top of the SharePoint list? See SHAREPOINT-...

DEXPRO AWF External Approvals — Power Automate Developer Guide

Advanced Workflow for Dynamics 365 BC -...

Audience: DEXPRO developers / maintainers of the Power Automate solution package.Customers / admins: see SETUP-GUIDE.md. The customer flow is "import the solution package, configure connections and environment variables" — they do not need to read this documen...

DEXPRO AWF External Approvals — SharePoint Integration Contract

Advanced Workflow for Dynamics 365 BC -...

This document describes the SharePoint list contract between Business Central (the AWF extension) and any external system that consumes or responds to approval requests. It is transport-neutral: the reference implementation uses Power Automate + Microsoft Team...

AWF Setup

Advanced Workflow for Dynamics 365 BC -... Installation

General Enabled: Turns the DEXPRO Advanced Workflow app on or off. When disabled, no new workflow instances are started. Trial Status When the app runs in trial mode (no license activated), this section shows: Status: Current trial status (active / limit re...

Central objects

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

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

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 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)

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

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)

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" 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

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

You typically need: DEXPRO AWF Admin: for setup/template maintenance DEXPRO AWF User: for usage/monitoring DEXPRO Core Administrator or DEXPRO Core User: For rule creation/usage The app also includes the internal permission set DEXPRO AWF Objects - Exec. T...

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. 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"?

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: 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)

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 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

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: 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)

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, 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

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 others: Step Code Step Name Order Step Type (Normal / Error / Final) Allow Record Editing Assignment logic Approvals / Related Approvals: optionally enable lin...