Dynamics workflow templates

You now have a copy of what you created in the template. Now all that needs to be done is to change the recipient of the email, save, and activate. You can do this as many times as necessary. Something to keep in mind when creating the workflows from a template: if you change the template workflow, it will not change the workflows created from the template, and vice versa.

Now that you know how to create workflow templates, you can save lots of time when needing to create the same workflow repeatedly! UHF - Header. SBX - Ask Questions.

Community Forums. Select Word Template. Select the Quote Entity and click Select Entity. To insert a repeating section do the following: Select the row. Select Insert Content Control , and then select Repeating. Save the Word Template. Select Upload Template. Select the Word Template file and click Upload. How to Create the Workflow and Action Step 1. Update Scope to Organization so the workflow will be run by all users in the system. Click Add Step and select Perform Action. Select Set Properties.

Set the Quote Template created above to the "SelectedTemplate" property. Set Target to the entity record you want the template to be attached to.

Activate the Process. Update the quote according to the workflow to kick off the workflow. Happy Dynamics 'ing! Role center and dashboard basics in Microsoft Dynamics AX. All rights reserved. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Chris Carley.

I'm trying to enable the Purchase Order Approval workflow in order to show someone the functionality. Is there some sort of setting that I have to toggle in order to enable this workflow? Or do I have limited functionality with the demo environment? You are mentioning "for Financials" in your post, but asked the question in the "enterprise edition" with a version tag "Operations".

You don't actually edit the templates themselves. You want to navigate to the 'Workflows' window and select 'New Workflow from Template'. You can then select the 'Purchase Order Approval Workflow' template. Once you've added it here you will be able to activate it. UHF - Header.