In our last few entries, we have been talking about the current workflows available for Microsoft Dynamics GP 2015, covering the system requirements for using them, how to set them up, and what it is like to actually use them. Today we are going to take a look at how you go about creating a new workflow in Microsoft Dynamics GP.
Creating a New Workflow in Dynamics GP 2015
Getting started with creating a new workflow in Dynamics GP 2015 is as easy as selecting the workflow category you want in the list on the left in the Workflow Maintenance screen, then clicking the New Workflow button at the top. Name your workflow and give it a description in the top fields. You can have as many steps as you like associated with the new workflow.
Below the steps are a number of options, the first of which is whether or not to send email notifications for completed actions. If you select this option, you can click the icon next to it to open the Workflow Email Notification Maintenance screen to choose the completed actions for which email notifications will be sent. You can use the default notification messages, or you can click the Message link at the top of this screen to edit a message or write your own in the Message Setup screen.
Other options you can select for your new workflow include the following:
- Allow approver to delegate tasks
- Allow originator to be an approver
- Always require at least one approver
- Use alternate final approver
For the last option in that list, you can select a name from your Active Directory users.
At the bottom of the screen, you select from the following options for when a task is overdue:
- Take no option
- Escalate to next approver
- Escalate to a selected user
- Automatically reject the overdue task
To save the new workflow, you simply click the Save Workflow button at the upper left of the screen.