1. 9/11/2018 4:10 AM
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2. 1 2 3 4 Session objectives What are NAV Workflows
9/11/2018
Session objectives 1
What are NAV Workflows
Understanding setup options 2
Dive into building workflows 3
QUESTIONS 4
Upgrade & distribution
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3. Workflow Benefits & Capabilities
9/11/2018 4:10 AM
Workflow Benefits & Capabilities
Consistency
Reduced Cycle Time
Check State
Conditional Processes
Automation
Anywhere, Anytime
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4. Let’s talk about pre-req setup
Users
SMTP
Approval User Setup
Workflow User Group

5. Approval Types Direct Approver* Approval Chain
First Qualified Approver*
Pool of Approvers
Approval Admin
Head Purchasing
User
Head Finance
* Means supports limits

6. When/Then & the designer
9/11/2018 4:10 AM
When/Then & the designer
Introduction to the designer
Creating workflows
Build from scratch
Templates
Importing/Exporting
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7. A note on events ... Integration Events Workflow Events Subscriber
Publisher
Workflow Events
Subscribe
Publisher
AddEventToLibrary
HandleEvent

8. Workflow building blocks
9/11/2018 4:10 AM
Workflow building blocks
Events
Responses
Options
Conditions
Dynamic filter page/Response ”Group”
Control of flow
Indentation Or
Loops
Restrictions
Workflow combinations
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9. My first workflow 9/11/2018 4:10 AM
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10. Events & Responses

11. Workflow building blocks - review
9/11/2018 4:10 AM
Workflow building blocks - review
Events
Responses
Options
Conditions
Dynamic filter page
Control of flow
Indentation Or
Loops
Restrictions
Workflow combinations
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

12. Workflow as a Customization Extension
9/11/2018 4:10 AM
Workflow as a Customization Extension
Deployment format
Use code (as done for template workflows) or an XML file to import
Workflow definition, table relations, categories, events and responses
Are loaded many times
Subscribe to published integration events
Table relations, events, responses and categories libraries
Creating the workflow itself
Check for data existence before re-creating it
Packaging
Use the commandlets
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13. Top 5 upgrade considerations
9/11/2018 4:10 AM
Top 5 upgrade considerations
Document Approvals are replaced by Workflows
Approval Templates are Workflows
Additional Approvers are now Workflow User Groups
Approval hierarchies are unchanged
Only sales and purchase document approvals are covered by upgrade scripts
Custom approvals and custom limit types need to be re-implemented
By making approvals, restrictions and other responses part of a library of responses, upgraders should take advantage of out-of-the-box functionality and save time
Note: open approvals will be cancelled when running the upgrade scripts. Handle these cases before running.
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.