Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements series where I am going hands on with the workflow enhancements of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

The fifth workflow enhancement is not a new workflow type, but the long overdue addition of the ability to import and export a workflow process. With this new enhancement, you can now export a workflow to a json file which you can use to import into an entirely separate Microsoft Dynamics GP implementation.

This means that you can copy a workflow from a development server into a live environment or, in the case of someone like myself who works for a partner, from our development system to a client’s system.

When you import a workflow process from a json file, you must specify the name of the new workflow (it defaults the name from the selected json file, but you can override the default name).

To export a workflow process, open the workflow to export and click Export/Import and then click Export:

Workflow Maintenance - Export

Set a File Name and click Export; this will output a json file containing the workflow process:

Export/Import Workflow

on the destination system, select the workflow type and click Export/Import and select Import:

Workflow Maintenance - Import

Select the file to import and, if desired, change the Workflow Name and then click Import:

Export/Import Workflow

A confirmation dialog will be displayed showing that the workflow process has been imported:

Workflow has been imported successfully. You need to assign the approvers.

The new workflow process will be imported, but the approvers need to be set manually:

Workflow Maintenance

The workflow export/import is a well overdue feature which I am very happy to see added. I can understand why Microsoft have not included functionality to import the assigned approvers, but I wish there had been an option for this. When importing between dev or QA and live, workflows are often already configured with the relevant users.

Not importing them means a lot of extra effort when it comes to a large workflow process. In these instances I think I’ll need to remain with my current approach of exporting and importing entire test companies containing the workflow process to be copied; Dynamics Gp already includes functionality to copy workflows between companies.

Hands On with Microsoft Dynamics GP October 2019 Release New Features

Hands On with Microsoft Dynamics GP October 2019 Release New Features
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Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Security Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Roles Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Tasks Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Change approver for active workflow tasks
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Vendor approval enhancements
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Copy Report Option
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Filter Item Stock Inquiry by Date
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Exclude Inactive Items on Item Price List Report
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Minimize transaction when Go To is selected for PO that exists
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Save setting for how to show new POs
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Inactive field added to Item SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements
User Workflow
User Security Workflow
Security Roles Workflow
Security Tasks Workflow
Export and import workflows
Change approver for active workflow tasks
Vendor approval enhancements

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