Search Results

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...

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...

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...

Under Cleanup Configuration: Automatic Cleanup Enabled Retention Period for Cleanup (DateFormula, e.g. -1M) In addition there is the action: "Clean Up Old 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...

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...

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...

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

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

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

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.

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?

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 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 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...

No longer present in released versions The developer/sandbox override actions previously documented here have been removed from the shipping product. They were internal testing tools located in the DEV TOOLS action group on the AWF Setup page and were only int...

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...

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...