Chapter 04: Tutorial - Your First Workflow

This tutorial walks you through creating a complete workflow from start to finish. By the end of this chapter, you'll have built a working Sales Order Approval workflow that triggers automatically, assigns tasks to users, and tracks completion.

Tutorial Objectives:

• Create a workflow configuration from scratch

• Configure trigger conditions using Rule Engine

• Add multiple tasks with different activity types

• Set up status rules for conditional progression

• Test the workflow with real data

• Enable for production use

What You'll Build:

A Sales Order Approval workflow that:

• Triggers when sales order amount exceeds $10,000

• Creates two sequential approval tasks (Manager → Finance)

• Assigns tasks to specific users based on salesperson

• Calculates due dates automatically

• Tracks completion status

• Provides audit trail

Time Required: 45-60 minutes

Prerequisites:

• ✅ Business Central access with QUA Advanced Workflow UnLicensed permission

• ✅ QUALIA Workflow and QUALIA Core installed

• ✅ Test environment or sandbox (do NOT use production initially)

• ✅ Two test users available (for manager and finance roles)

• ✅ Understanding of Chapters 1-3 (recommended but not required)

This concludes Chapter 4: Tutorial - Your First Workflow. You now have hands-on experience creating, configuring, testing, and deploying a complete workflow with triggers, tasks, and sequencing logic.

Continue to Chapter 5 for in-depth trigger configuration patterns and advanced Rule Engine integration techniques.