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Monday, November 18, 2019

Dynamics GP October 2019 Release: Part 3, Workflow Functionality

Posted by Steve Chapman

The recent Dynamics GP 2019 Release included four new workflows that relate to system security. These will be helpful if you want to add an approval component to various security settings in GP.

User Security Workflow

You can add an Approval Workflow for changes in User Security to better control your system processes.

These are the fields available for a conditional workflow step to control your workflow:

User Workflow

You can add an Approval Workflow for additions and changes to User records to better control access to your system.

These are the fields available for a conditional workflow step to control your workflow:

Security Roles Workflow

You can also add an Approval Workflow for additions and changes to Security Roles to better control access to your system and processes.

These are the fields available for a conditional workflow step to control your workflow:

Security Tasks Workflow

Finally, you can add an Approval Workflow for additions and changes to Security Tasks to better control access to your system and processes.

These are the fields available for a conditional workflow step to control your workflow:

Import Workflow and Export Workflow

You can import and export specific workflows. If you have multiple GP companies in your system, this makes it much easier to deploy GP workflows. Some clients have 50 or more company databases and deploying even a very simple workflow in all companies would be a very long and manual process.

Change Approver for Active Workflow Task

This will be very helpful for GP workflow administrators. Once a workflow has been started, this screen allows you to change the Currently Assigned Approver.

Vendor Approval Workflow submit on Hold or Doc Attach

Vendors will now require approval if the Hold status is changed, or if a document is attached to the Vendor card. In previous versions these two actions would not require the vendor to be resubmitted for approval.

For example, if the Hold button is either marked, or unmarked on the Vendor Card, you will be prompted to resubmit the Vendor for approver in Workflow. Also, if a document is attached using the large paperclip on the Menu bar, then then you will be prompted to resubmit the Vendor for approver in Workflow.

In both situations you will receive the following message:

Here’s a video that shows some of this in action from the Dynamics GP 2019 Release:


Did you miss Part 1 of this series? Check it out HERE.

Did you miss Part 2 of this series? Check it out HERE.

P.S.  If you are using GP 2015, note that support for it is ending in April 2020, so you should get updated to GP 2018 or newer.

Contact our experts at Armanino for more information on the latest Dynamics GP updates.

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