NAV 2016 TESTING WORKFLOW

NAV 2016 TESTING WORKFLOW  

… IS NOT A GUIDE !!!  … only some tests about this GREAT feature ! 

Some Workflow definitions directly from “Microsoft”:

WORKFLOW SCOPE\PURPOSE

• “…. Workflow enable you to model real-life business processes
• Workflow is defined as the movement of documents or task through a work process
• Adopting workflow as a developer requires a move from functional code to “When-Then” thinking ….”

WORKFLOW “TOPICS”

• Topics are: Workflow Templates & Designer, Workflow Model & Architecture, Approval & Notification Model, Workflow User Group

Events, Responses, Workflows & Templates

Event & Response

• Event: a NAV event subscription or action, implemented in C/AL and registered in Workflow library
• Response: implementation in C/AL of a response

Workflow:

• Workflow: a collection of one or more events/response pairs, designed and managed through the Workflow Designer
• Workflow Template: A mechanism to deliver workflow processes to a NAV System

Event: IS NOT a workflow (is an event of Workflow…)

• Workflow offer a higher degree of configurability and are managed by workflow designer

• Event is not multi steps operation

Workflow Response Model

• When Event

• On Condition

• Then Response (Multi-line events responses)

WORKFLOW TEMPLATES

• Workflow template is a “Worflow ready to use” with some different steps
• You can Copy from an existing workflow to build a new one
• You can define also new workflow elements (subscribers & responses objects)

Example of Simple Workflow

• MS-POAPW à Purchase Order Approval Workflow
• This Workflow is composed by some Steps (Event, Condition, Response)

SIMPLE WORKFLOW – ITALY screen

For Each single workflow, you can define:

Events

• Master or indented event (with level)

Condition

• Set of simple\complex condition
• Define an “Entry point”

Responses

• You can define a single or multi- lines response events for each one-event Worflow line.

Sample of Response Definition   W1 Screen

Workflow Responses List

• You can see all existing response events from this list

ITA Screen

Target Page & Custom Link

• Is possible to define different options for Workflow Responses; for example is possibile to choose a page or hyperlink instead of standard execution.

Edit Response W1 Screen

COPY FROM EXISTING TEMPLATE

• You can create a new workflow copying from an existing and “ready to go” workflow

NEW WORKFLOW FROM MODEL

 EXAMPLE OF NEW WORKFLOW: POST_PO (Post Purchase Order)

• Sample workflow with some sample steps instances

WORKFLOW EVENTS\RESPONSE COMBINATION

WORKFLOW EVENTS GERARCHY

• Matrix for Events\Response mapping

CORE WORKFLOW & APPROVAL MANAGEMENT CODEUNITS

• Codeunit 1501 Workflow Management
• Codeunit 1502 Workflow Setup

• Codeunit 1520 Workflow Event Handling
• Codeunit 1521 Workflow Response Handling

 Main Workflow Functions (Events, Response Model)

• CreateEventsLibrary()
• CreateResponsesLibrary()
• ExecuteResponse()

Approval Management Codeunit ( apart of workflow)

• Codeunit 1535 Approval Management Codeunit

Read NAV 2016 Help on MSDN (and How Do I Videos) for ALL Information about workflow:

NAV 2016 What’s New !!

https://msdn.microsoft.com/en-us/library/hh173994(v=nav.90).aspx

WORKFLOW LANDING PAGE:

https://msdn.microsoft.com/en-us/library/dn892100(v=nav.90).aspx

How Do I: Create and use Workflow in Microsoft Dynamics NAV 2016
https://www.youtube.com/watch?v=tc5vmUZ1N10

Walkthrough: Implementing New Workflow Events and Responses

https://msdn.microsoft.com/en-us/library/mt574349(v=nav.90).aspx

Walkthrough: Publishing, Raising, and Subcribing to an Event in Microsoft Dynamics NAV

https://msdn.microsoft.com/en-us/library/mt299404(v=nav.90).aspx

What is new in Dynamics NAV 2016- Workflow

This video explores the new Worklfow functionality in Microsoft Dynamics NAV 2016

…..look also on NAV COMMUNITY FORUM ..many topics about this feature.

My Video – Dynamics NAV 2016 Workflow