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Workflow for GP Installation Guide

Overview

Workflow for GP is an add-in application for Microsoft Dynamics GP. Workflow for GP adds a powerful workflow system to the Sales Transaction Entry screen.

This installation guide provides a detailed set of instructions for installing Workflow for GP on each client workstation as well as how to configure Workflow for GP after a fresh install or upgrade.

System Requirements

GP version: 2013 (minimum), 2016 or higher (recommended)

SQL permissions for company database: db_datareader, db_datawriter, and public (minimum)

Installation

Workflow for GP has an installer. To obtain this installer, contact Cavallo and then distribute it within your company as appropriate.

An administrator can install Workflow for GP with the following steps and complete the initial setup. Once Workflow for GP is properly configured for additional users, repeat the following steps for each client workstation:

  1. Run the SalesPad+ installer.

  2. On the first page, click ‘Next’.
  3. On the next page, review the End-User License Agreement, check ‘I accept the terms in the License Agreement’, and click ‘Next’.

  4. On the next page, select the AddIns folder to install Workflow for GP. Workflow for GP must be installed in the AddIns folder of the Microsoft Dynamics GP installation that you want to use. Workflow for GP does not have its own executable so it cannot be opened or used while it’s installed in a different folder.

  5. On the next page, click the ‘Install’ button.

  6. If you get a “Do you want to allow this app to make changes to your device?” system prompt, agree to it.

  7. If the final page states ‘Completed the SalesPad+ Setup Wizard’, the installation succeeded and you can close the installer. Otherwise, address the error and run the installer again.

First-Time Sign In

After installing Workflow for GP for the first time, an administrator must sign in to Dynamics GP to run the database update and configure Workflow for GP. Cavallo recommends making a database backup first to protect against the highly unlikely scenario that the database update malfunctions.

When upgrading Workflow for GP, you may have to repeat some of these steps if there have been database structure changes since your previous version.

  1. Run Dynamics GP.

  2. Sign in as the ‘sa’ user. The ‘sa’ user must be used for the first-time sign in because it’s typically the only account with the correct database privileges to perform the initial database update.

  3. After signing in, if properly installed it will look for licenses and report the results. If you have licenses, you can click ‘Next’ to continue setup. Otherwise, you will have to contact Cavallo.

  4. On the database update page, enter the credentials for the ‘sa’ user.

  5. Check ‘I have made a database update’ and click ‘Install’ to run the database update.  If the database update is successful, the SalesPad+ Startup wizard will automatically close.

Security Editor

Workflow for GP has a Security Editor screen which gives administrators control over which users have access to which screens. By default, even the user who ran the first-time install does not have access to most screens so you will need to visit the Security Editor as part of the initial setup process. To access the Security Editor, open the standard Sales Transaction Entry, open its Additional menu, and select ‘SalesPad+ Security’.

Selecting ‘SalesPad+ Security’ opens the following screen, which has three main sections.

The Security Editor’s middle section is for creating and selecting security groups. Security groups provide a way to assign multiple GP users to the same set of security permissions. For example, you can create a security group called ‘Sales Reps’ and assign all of your sales representatives to that group to ensure that every sales rep has access to the same screens and has the same permissions on each screen. Meanwhile, your administrative users can have access to a different set of screens.

The left section is for assigning GP users to security groups. The ‘sa’ user is already in the System Users grid and is assigned to the Admin security group. As other GP users log on, SalesPad+ will automatically add them to the Default security group. You can also use the ‘New’ button to preemptively add GP users and assign them to security groups.

The right section is for configuring screen access and permissions for the currently selected security group. The ‘Enabled’ checkbox in the grid controls if the user has access to the screen. Selecting a row will display its sub-securities in the bottom section, such as ‘Can Forward Using Workflow’.

Notable screens include:

Administrative Screens

  • Settings

  • Database Update

  • Security Editor

Workflow for GP Screens

  • Sales Monitor – Allows users to view sales documents by batch and perform bulk operations such as bulk forwarding.

  • GP Sales Transaction Entry – If the sub-security ‘Can Forward Using Workflow’ is set to ‘True’, users can forward a sales document via the ‘Forward’ button in Sales Transaction Entry’s Additional menu.

Other Screens

  • (Entity) Search – Allows users to search for Sales Documents, Customers, and more using SalesPad+’s UI. These screens require the ‘Search’ license.

  • (Entity) UserFields – Allows users to view and edit SalesPad UDFs. These screens require the Workflow for GP ‘UserFields’ license as well as SalesPad’s ‘CRM User Fields’, ‘Customer and Order Manager Professional’, or ‘Core’ license.

Once you have finished making security changes, be sure to click the ‘Save’ button in the top left of the screen.

Settings

Workflow for GP also has a settings screen. Settings apply to all users regardless of security group. If you’re using Workflow for GP, you’ll need to configure a connection to SalesPad Remote Library via this screen. To access Settings, open the standard Sales Transaction Entry, open its Additional menu, and select ‘SalesPad+ Settings’.

Selecting ‘SalesPad+ Settings’ opens the following screen, which displays a list of settings.

The ‘SalesPad Remote Library URL’ setting must be filled out for forwarding sales documents to work. View this documentation for more information on how to set up a Remote Library.


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