Workflow for Item Journal

  • Cliff McDaniel

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    November 2, 2023 at 10:09 pm
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    @chris-warren Can you assist Terry?

  • Chris Warren

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    November 7, 2023 at 9:11 pm
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    Hey Terry!

    What version of NAV or BC are you on?

  • Cliff McDaniel

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    November 7, 2023 at 9:32 pm
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    Thanks Chris for assisting. Hope you had a great trip.

  • Richard Parkinson

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    November 15, 2023 at 9:54 am
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    I could be wrong, someone else can validate, but I do not think this is possible without customization. Even if you create a workflow without using the templates that are there, the first step of creating a new workflow is selecting the “when event.” This is a list of events available and you can’t create a new “when event” from within the application. I think this is where customization is required.

    If you look at the pre-populated list of “when events”, there is no option around the item journal.

    If you are on a newer version of BC, you may want to look at the Power Automate approvals to see if that is easier or provides the capabilities without having to do customization.

The discussion ‘Workflow for Item Journal’ is closed to new replies.

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