Setting Up Workflow Notifications

Many workflow responses are about notifying a user that an event has occurred that they must act on. For example, on one workflow step, the event can be that User 1 requests approval of a new record, and the response is that a notification is sent to User 2, the approver. On the next workflow step, the event can be that User 2 approves the record, and the response is that a notification is sent to User 3 to start a related processing of the approved record. For workflow steps that are about approval, each notification is tied to an approval entry. For more information, see Workflow.

NOTE

The generic version of Dynamics NAV supports notifications as email and as internal notes.

IMPORTANT

All workflow notifications are sent through a job queue. Make sure that the job queue in your solution. For more information, see Use Job Queues to Schedule Tasks.

You set up different aspects of workflow notifications in the following places:

  1. For approval workflows, you set up the recipients of workflow notifications by filling a line in the Approval User Setup window for each user that takes part in the workflow. For example, if User 2 is specified in the Approver ID field on the line for User 1, then the approval request notification is sent to User 1. For more information, see How to: Set Up Approval Users.
  2. You set when and how users receive workflow notifications by filling the Notification Schedule window for each workflow user. For more information, see How to: Specify When and How to Receive Notifications.
  3. You set up the general content and layout of notifications, including notifications about overdue workflow responses, by setting up notification templates in the Notification Templates window. You can use the default templates provided with Dynamics NAV.
  4. You set up specific content and rules of a workflow notification when you create the workflow in question. You do this by selecting options in the Workflow Response Options window for the workflow response that represents the notification. For more information, see step 9 in How to: Create Workflows.

See Also

How to: Set Up Approval Users
How to: Set Up Workflow Users
How to: Specify When and How to Receive Notifications
How to: Create Workflows
How to: Manage Notification Templates
Use Job Queues to Schedule Tasks
How to: Set up Email
Walkthrough: Setting Up and Using a Purchase Approval Workflow
Workflow


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