Custom Workflow Creation in nav 2016?

mdsr

hi, In nav2016 there is workflow template for customer but for vendor there is no such provision.now there is requirement of new custom vendor approval workflow creation i am new in nav don't know how to create custom vendor approval workflow any help from community.please reply thank you.

Aluan

In NAV 2016 you can create a new Workflow as described in the above article.

"... You can select Customer workflow from the workflow template Sales and Marketing. Vendor can be configured similar to customer workflow..."

You can modify the Workflow Steps and add "Approval of a Vendor is requested" instead of "Approval of a customer is requested.".

Phogue

Could this be of any use perhaps? I don't know what version you're running, but this is a blogpost on how to create a custom approval workflow in NAV (using NAV 2017 as an example)

mdsr

@phogue can you please explain.i am unable to understand your post have you sent any link?

mdsr

any help

Aluan

Hello mdsr,

phogue posted a link, you just have to click at the second word (this) in his post.
That's the link: https://chrisdsilvablog.wordpress.com/2018/07/27/how-to-create-a-custom-approval-workflow-in-dynamics-nav-part-1/

mdsr

@Aluan @phogue thanks for help. is there any link for specifically vendor approval workflow creation

Aluan

I guess, that will help you.
https://community.dynamics.com/nav/b/chrisdsilvanav/posts/use-of-vendor-and-customer-workflow-in-dynamics-nav

mdsr

@Aluan I need to development steps for vendor workflow but this link gives functional part of it.

Aluan

Can you tell me the requirements?
There are a few articles about Workflows if you search for it.

mdsr

Actually requirement is that we need to approve vendor when it created in navision for customer there is customer approval workflow template but not for vendor in such case what to do for vendor approval is it functional part or technical ?
Can we create/design vendor approval from dtc.

tomarsunil

which version you are using?

mdsr

@tomarsunil i am using nav2016

Aluan

In NAV 2016 you can create a new Workflow as described in the above article.

"... You can select Customer workflow from the workflow template Sales and Marketing. Vendor can be configured similar to customer workflow..."

You can modify the Workflow Steps and add "Approval of a Vendor is requested" instead of "Approval of a customer is requested.".