Microsoft Dynamics GP Workflow 2.0: How to Create a Simple Batch Approval Workflow

Editor's Note: This article is adapted from Ian Grieve's new book Microsoft Dynamics GP Workflow 2.0.

Microsoft Dynamics GP has long had a Workflow module available, but it was one which required SharePoint, was not very user friendly, and was what I would almost go so far as to describe as verging on the hostile to the person trying to install and configure it.  As of Dynamics GP 2013 R2, a new workflow module, known as Workflow 2.0, was introduced.  This module sheds the prerequisites of SharePoint and GP Web Services, and operates as a core part of Dynamics GP that is both easy to setup and use.

In this article we will explore the fundamentals of workflow creation in Workflow 2.0, using the GL batch approval process as an example. The book from which this article is adapted also includes the following topics:

1. Introduction to Microsoft Dynamics GP Workflow 2.0
2. Setting up Microsoft Dynamics GP Workflow 2.0
3. Workflow Maintenance
4. Creating a Simple Batch Approval Workflow
5. Interacting With a Workflow Process
6. Creating a Complex Purchase Requisition Workflow
7. Creating a Complex Vendor Approval Workflow
8. Installing Web Services for Microsoft Dynamics GP

The evolution of Workflow 2.0

From GP 2013 to GP 2015, we saw Microsoft introduce many new workflow types in the new Workflow module, and GP 2015 R2 has introduced two more types, bringing the total to fifteen at this time. We have also seen workflow integrated with Document Attachments to allow attached documents to be included in the email notifications.