Chapter 17: Glossary and Index

17.1. Glossary of Terms

Activity Type: Classification of how a workflow task is processed. Options: Manual, Conditional, Interaction, Job Queue, Approval Workflow.

Assigned to: User ID who should process the task. Supports placeholders for dynamic assignment.

Assigned to Team: Team code for team-assigned tasks. Users see tasks for their teams in "My Teams" view.

Business Central (BC): Microsoft Dynamics 365 Business Central ERP system. Platform for QUALIA workflows.

Codeunit: AL code unit that contains executable business logic. Workflows use codeunits for processing actions.

Completion Conditions: Validation formula on Status Rule Line 10000 defining when task automatically completes.

Conditional (Activity Type): Task requiring user confirmation. Opens confirmation dialog when processed.

Contact No.: Contact identifier for Interaction activity types. Required for CRM integration. Supports placeholders.

Critical Date: Escalation date for overdue tasks. Used with custom status rules for auto-reassignment.

CRM Integration: Connection between workflows and Business Central CRM. Enables interaction logging.

Custom Status Rule: Status rule on line 10001+ that dynamically modifies workflow entry fields based on conditions.

Date Formula: Expression calculating dates from base values using offsets and period formulas (e.g., +30D, CM).

Detailed Entry No.: Sequential task number within workflow instance. Used for task ordering.

Due Date: Target completion date for task. Supports placeholders and date formulas.

Enabled: Boolean field indicating workflow is active. Must be TRUE for workflow to trigger.

Entry No.: Unique identifier for workflow entry record. Auto-incremented primary key.

Escalation: Automatic reassignment of task to different user when overdue or critical date reached.

FactBox: UI panel showing record details. Used to find table and field numbers for placeholders.

Filter String: Text expression defining record filter in scenario. Uses BC standard filter syntax.

Formula: Validation logic defining conditions. Configured in Rule Engine.

Initiated By: Trigger configuration defining when workflow creates. Specifies table, trigger type, and conditions.

Interaction: Activity type integrating with BC CRM. Creates interaction log entry via wizard.

Interaction Log Entry: Permanent record of CRM interaction (phone call, meeting, email).

Interaction Template: Predefined interaction configuration (template code like "PHONE CALL").

Interaction Wizard: BC standard UI for recording CRM interactions. Launched by workflow Process action.

Job Queue: BC background task scheduler. Activity Type option for automated processing.

Line No.: Sequential number for ordering records (tasks, status rules, etc.).

Linked Table: Additional table referenced in validation formula for cross-table comparisons.

Manual (Activity Type): Task requiring user action. User clicks Process to complete.

Number Series: BC configuration for auto-generating sequential identifiers (e.g., workflow numbers).

OnInsert: Trigger type firing when new record created in source table.

OnModify: Trigger type firing when existing record modified in source table.

OnDelete: Trigger type firing when record deleted from source table.

OnRename: Trigger type firing when record primary key changed.

Parallel Tasks: Multiple tasks starting simultaneously, typically with same release conditions.

Placeholder: Dynamic field reference in format [TableNo:FieldNo] that resolves to actual value at runtime.

Precedence: Task dependency configuration. Prerequisite tasks that must complete before dependent task.

Primary Key Value: Unique identifier of source record (e.g., customer number, order number).

Process (action): User action on workflow entry. Executes task based on Activity Type.

QUA: Prefix for QUALIA extension objects (QUA Workflow Setup, QUA WorkFlow Entries).

Record ID: Business Central RecordID data type uniquely identifying source record.

Recurring Frequency: Workflow configuration for periodic execution (Monthly, Quarterly, Annually).

Release Conditions: Validation formula on Status Rule Line 9999 defining when task becomes Released.

Released (Status): Task status indicating available for user processing. Tasks show in user's task list.

Rule Engine: QUALIA validation framework. Powers workflow conditions and formulas.

Scenario: Table-level filter in validation formula. Defines which records formula evaluates against.

Segment Line: Temporary staging record for CRM interactions. Created before interaction wizard, deleted after logging.

Sequential Workflow: Tasks executing in order, each waiting for previous to complete.

Source Record: Original BC record triggering workflow (e.g., customer, sales order).

Status: Task state - Open (not available), Released (available), Completed (finished), Cancelled (stopped).

Status Rule: Configuration line defining task behavior. Line 9999 = release, 10000 = completion, 10001+ = custom.

Table ID / Table No.: Numeric identifier for BC table (18 = Customer, 36 = Sales Header).

Task: Work item within workflow. Assigned to user or team for processing.

Team: Group of users who can process team-assigned tasks.

Template Code: Interaction template identifier for CRM integration.

Trigger: Event causing workflow to create (OnInsert, OnModify, OnDelete, OnRename).

User ID: Business Central user identifier. Corresponds to User."User Name" field.

Validation Formula: Rule Engine formula defining logical conditions. Returns TRUE/FALSE.

Validation Log: Rule Engine diagnostic table recording formula evaluation results and errors.

Validation Set: Collection of validation rules. Each workflow has corresponding validation set.

Work Day (WD): Date formula period excluding weekends (e.g., +5WD = 5 business days).

Workflow: Configuration defining automated business process with triggers and tasks.

Workflow Entry: Runtime instance of workflow task. Created when workflow triggers.

Workflow No.: Unique identifier for workflow configuration.

Workflow Step Code: Task code within workflow (same as Task."Code").

17.2. Alphabetical Index

A

• Activity Type: See 6.5, 15.2, Quick Reference 15.5

• Approval Workflows: See 12.6

• Archiving: See 14.4

• Assigned to: See 6.3, 11.2, 15.2

• Assigned to Team: See 6.4, 8.2

B

• Backup Best Practices: See 14.4

• Business Central Integration: See Chapter 13

• Business Teams: See Chapter 8, 15.4

C

• Captions: Used throughout (verify in BC UI)

• Chapter Summaries: End of each chapter

• Completion Conditions: See 7.4, 16.3

• Conditional Activity: See 6.5.2, 9.2.3

• Configuration: See Chapters 5-7

• Contact No.: See 6.5.3, 11.2, 11.4

• CRM Integration: See 13.1

• Critical Date: See 6.3, 11.2, 12.4

• Custom Status Rules: See 7.5

• Custom Tables: See 13.3

D

• Date Calculations: See 11.3, 16.1

• Date Formulas: See 16.1, Quick Reference 15.5

• Diagnostic Tools: See 14.2

• Due Date: See 6.3, 11.2, 16.1

E

• Escalation Workflows: See 12.4

• Examples (20 Real-World): See Chapter 18

F

• FactBox: See 11.1

• Field Numbers: Finding 11.1, Reference 15.1-15.4

• Field Reference: See Chapter 15

• Filter String: See 5.6, 11.6

• Formula Reference: See Chapter 16

• Formula Patterns: See 16.4

G

• Getting Started: See Chapter 2

• Glossary: See 17.1

I

• Initiated By: See Chapter 5, 15.4

• Interaction Activity: See 6.5.3, 9.2.4, 13.1

• Interaction Log Entries: See 13.1

• Interaction Templates: See 13.1

• Interaction Wizard: See 9.2.4, 13.1

J

• Job Queue Activity: See 6.5.4

L

• Linked Tables: See 5.6, 11.6

• List Pages: See 9.1

M

• Maintenance: See Chapter 14

• Manual Activity: See 6.5.1, 9.2.1

• Migration: See 14.5

• Multi-Stage Approvals: See 12.6

• My Tasks: See 9.1.1

N

• Number Series: See 13.5

O

• OnInsert Trigger: See 5.2

• OnModify Trigger: See 5.3

• Operators: See 16.2

• Overview: See Chapter 1

P

• Parallel Workflows: See 12.2

• Performance Optimization: See 14.3

• Permissions: See 13.6, 14.1

• Placeholders: See Chapter 11

  • Syntax: 11.1

  • In Workflow Fields: 11.2

  • Date Calculations: 11.3

  • Contact Assignment: 11.4

  • Text Replacement: 11.5

  • In Scenarios: 11.6

  • User Assignment: 11.7

  • Troubleshooting: 11.8

• Precedence (Dependencies): See 12.7, 15.4

• Prerequisites: See Chapter 2

Q

• QUALIA Technik GmbH: Vendor

• Quick Reference: See 15.5

R

• Recurring Workflows: See 12.5

• Release Conditions: See 7.3, 16.3

• Released Status: See 3.4, 7.3

• Reporting Issues: See 14.6

• Role Center: See 2.3, 9.1.3

• Rule Engine: See 3.8, 13.4

S

• Scenarios: See 5.5, 11.6

• Security: See 13.6

• Segment Lines: See 13.1

• Sequential Workflows: See 12.1

• Status (Task): See 3.4, 7.1

• Status Rules: See Chapter 7, 15.4

• Support: See 14.6

• System Architecture: See 3.2

T

• Table Numbers: See 11.1, 15.1-15.4

• Table Reference: See Chapter 15

• Task Assignment: See 6.3-6.4, Chapter 8

• Task Configuration: See Chapter 6

• Task Precedence: See 12.7

• Team Management: See Chapter 8

• Teams: See 8.2, 15.4

• Testing: See 4.1-4.5 (within chapters)

• Triggers: See Chapter 5

• Troubleshooting: See Chapter 14

U

• Upgrades: See 14.5

• User Assignment: See 6.3, 11.7, 13.6

• User Manual: This document

• User Permissions: See 13.6

V

• Validation Formulas: See 5.5, Chapter 16

• Validation Log: See 14.2

• Validation Sets: See 5.4, 13.4

W

• Work Days: See 16.1

• Workflow Entries: See 3.5, 9.1, 15.3

• Workflow Patterns: See Chapter 12

• Workflow Setup: See 5.1, 15.1

• Workflow Task: See 6.1, 15.2

• Workflows (Concept): See 3.1

End of Chapter 17