Manage teams and employees

Aptean Advanced Workflow  •  Article  •  10/14/2024  • 

Load teams

  1. On the Role Center of Business Central, click Setup.

  2. Select and click Workflow Setup.


    The Workflow Setup page opens.

  3. On the action bar, click the AssistEdit button, select Actions > Initialize > Team > Load from table 5083 / "Team".
    A prompt appears to confirm whether you want to load the teams from the table 5083/ "Team".
  4. Click Yes.
    A prompt appears to confirm whether you want to load the assignment of employees from the table 5084 / 'Team Salesperson'.
  5. Click Yes.
    A prompt appears to notify the creation of teams.
  6. Click OK.

Load employees

  1. Select the Search icon , enter Employees, and then choose the related link.
    The Employees page opens.

  2. On the action bar, click New.


    The Employee Card page opens.

  3. On the General FastTab, enter the Code and Name field values.

  4. On the References FastTab, enter the ID in the User ID field.

  5. Click the Back button to navigate to the Employees page.

  6. To delete a user, select the required line and click Delete on the action bar.

Update teams

  1. Select the Search icon , enter Teams, and then choose the related link.


    The Teams Administration page opens.

  2. Select and click Workflow Admin in the Code field.

  3. On the action bar, click Employee.
    The Team Employees page opens.

  4. Select and click the required Employee Code to choose the employees.

  5. Click the Back button to navigate to the Role Center.

Define keywords as information about the data item

  1. On the Role Center, go to Setup > Reference Types.


    The Reference Types page opens.

  2. On the action bar, click New to open the Reference Type Card.

  3. On the General FastTab, enter values in the No., Editing Page ID and Buffer Time on Function fields.

  4. Turn on the Automatic Workflows toggle.

  5. On the action bar, click Keyword Definitions.
    The Workflow Keyword Definitions - Customer page opens.

  6. Enter the Table ID and Field ID to define Keywords as Information about the Data Item.

  7. Click the Back button to navigate to the Role Center.