Solution Content
- Install Workflow
- Basic Workflow Setup
- Workflow Users and Teams
- Categories Setup
- Workflow Table Optimisation
- Description and comments
- Entry event
- Dummy condition
- Task Template
- Manual Workflows- Comment, Event and Condition
- Manual Workflows- Task Template and final steps
- Testing the Workflow & Task
- Start Workflows manually
- Create Periodic Workflows
- Initiate Ad-hoc Workflows
- Set-up Approvals
- Create Follow-up Processes
Benefits
After completing this project, you will be able to:
- Download and install Workflow
|
- Setup Workflow in the most optimised way
|
- Fully understand the different steps in Workflow
|
- Create automated procedures
|
- Create Manual tasks supervisions
|
- Create approvals that admins can control
|
Duration
5.0 hours
Requirements
This training and setup project is delivered via the COSMO Digital Consultant App. Installation of the app is a prerequisite to using the project and its contents.
Recommended training:
- BC2GO – Business Central Basics
- BC2GO – Digital Consultant
Pre-Installation Procedures and Prerequisites
A demo environment is recommended before installing Workflow on your personal company's Business Central. You will find a guide in the first work package with instructions for opening a demo environment.
Supported Countries
Austria, Switzerland, Germany, Hungary, United States
Business Central Localization: Germany, W1
Languages: English, German
Why Digital Consultant?
We gather the best information and best practices so you don't have to spend time to look for information from the vast world of the internet. We use the years of experience we have working with different clients to give you only the steps you need, from start to finish. We keep our solutions up-to-date with all the latest versions coming out. Prefer to watch a video? working better with text? we have it all, you choose what works best for you. No need to wait for a consultant to be available, you do it at your own pace.
DE- BC2GO-COSMO Workflow Produktbeschreibung