Skip to main content

ExFlow Web


Interested to read and learn everything about ExFlow web?

All necessary information about ExFlow Web can be found here!

Edit Web Columns in Business Central

Use the function Edit Web Columns to manage ExFlow Web Columns.

Go to ExFlow Setup --> Edit Web Columns

ExFlow Setup

Edit Web Columns
Add ColumnAdd a new column to ExFlow Web
Modify ColumnUpdate a current ExFlow Web column
ExFlow ColumnsHandle ExFlow Web column changes

ExFlow Setup

Web Columns that exist and are visible on ExFlow web, have both the ‘’Current Visibility’’ box and ‘’Exist’’- box ticked.

If a column needs to be added for the web approvers, then simply stand on the selected web column code and then click on ''Add Column''.

It’s possible to hide an existing web column on ExFlow Web by choosing ‘’Hidden’’ and then click on ‘’Modify Column’’. In this example, the ‘’Current Visibility’’ -box for the ‘’Project Task’’- column will then be unticked.

ExFlow Setup

ExFlow Columns

Go to ExFlow Setup --> Edit Web Columns --> ExFlow Columns

ExFlow Setup

Open ExFlow Columns and edit the list to if any changes needs to be made on the columns.

ExFlow Setup

ExFlow Columns
IDSpecifies column ID.
CodeSpecifies the Code
DimensionA dimension from General Ledger Setup can be added as ExFlow web column.
SourceCopy of Code value.
FormatThe format that the value and description is sent to ExFlow web.
Use Auto CompletionTicked box takes specified Data Type. Unticked box = free text like a description.
Sort OrderSort order on all web columns (except on LineTypes).
Document Display ExprCan determine if column should be usable for certain document types.
Line Display ExprLets ExFlow web know it is a line type and which line type it is.
Data TypeIf it should be a date or decimal displayed in ExFlow web then this needs to have a value (Description has ‘’system.String’’).
Is Autofill TriggerSelect if i.e., a selected account should send updates of dimension values from standard Business Central account settings (Default BC). It can also be set to ‘’Inactive’’ and ‘’Customized’’.
Copy value when splitting the lineSpecifies if values should be copied when splitting a line.
Update VAT Prod. Posting Group From No.Specifies if VAT Prod Posting Group should be taken from the No. card.
Update Gen. Prod. Posting Group From No.Specifies if Gen. Prod Posting Group should be taken from the No. card.
Lock ColumnSpecifies if values should be locked and not editable.
Number of Values to SendUsed to improve performance. If selected as 100 then ExFlow will only send the first 100 values according to current filter.

Web Columns

Columns can be added on ExFlow Web by an approver with Web Admin access. More information about this can be found under Web Permission Role

Find all information needed in the ExFlow Web Manual to get a better understanding on how to administrate the web according to your company needs.

Add extra fields to ExFlow Web

Go to: ExFlow Web

Log in to ExFlow Web and click on the profile picture and then on Admin Settings to make inbox display configuration and customize web fields on header and line level.

It is possible to add fields to both the Inbox & Search page and the Approval View page

In this example, we will add two web fields that will display the Paid Amount (DecimalField4) and Paid Date (DateField4) for posted documents on ExFlow Web.

Go to: Approval View and click on edit for the MiscFieldDisplay field. Find and add Data Fields: ''DecimalField4'' and ''DateField4'' to get the fields under ''Included Data Fields'', then click on the blue ''Update'' button.

(Currently, all listed data fields needs to be entered to find ''DecimalField4'' and ''DateField4'' in the list)

ExFlow Setup

Go to Language & Translation to enter a custom text to modify or change predefined labels, so approvers get a more valid field title/ label for the newly added fields. For instance to change from: DecimalField4 to Paid Amount, in this case.

An approver can then open a Posted Invoice under ''Recent'' to check if the invoice has been paid or not, and the potential paid date. The information will be visible under ''More Fields'' for the specific document.

XML file to ExFlow Web

Below technical information gives a overview on how to maps each XML field to its source table and field.

The GetDoc function in WebServiceDocManagement Codeunit creates an XML payload containing document information including header, lines, approvers and dimensions.

So what are BC sending in XML file to ExFlow Web? Please find the default values presented in below tables.

Want to add another custom field to the Web? Please feel free to contact our support for customization assistance since changes are needed to the default xml file (if the XML Field is not a default value in the XML file).

Document Header Fields

For Active Documents (Ex Document table)

XML FieldSource TableSource Field/CalculationNotes
CompNameParameterCompName parameterCompany name
CompDescCompanyDisplay NameRetrieved via GetCompanyDisplayName()
DocTypeEx DocumentDocument TypeFormatted as number
DocNoEx DocumentDocument No.
InitiatorEx DocumentCreated By (if not empty), else Changed By
VendorNoEx DocumentVendor No.
AdminCommentStatic''Always empty string
CreateDateEx DocumentCreate DateOnly included if not empty
DueDateEx DocumentDue DateOnly included if not empty
PostingDateEx DocumentPosting DateOnly included if not empty
ExpectedReceiptDateEx DocumentExpected Receipt DateOnly included if not empty
DocDateEx DocumentDocument DateOnly included if not empty
StatusEx DocumentStatusFormatted as number
ImageNameIncoming DocumentGetMainAttachmentFileName()Via Incoming Document Entry No.
PostingNoEx DocumentPredefind Posting No.
VendorDocNoEx DocumentVendor Document No.+ Confidential marker if applicable
CurrencyCodeEx DocumentCurrency Code
IDEx DocumentWeb ID
VendorNameEx DocumentVendor Name
AmountEx DocumentGross Amount
NetAmountEx DocumentNet Amount
VATAmountEx DocumentVAT Amount
PrepaymentPurchase HeaderEx Document Type1 if Prepayment type, otherwise not included
ChangeDateEx DocumentChange DateOnly included if not empty
ApproverCommentsStatic''Always empty string
AttachmentsCalculatedGetAttchmentStr()Attachment filenames
GrossAmountValidationCalculatedGetPriceIncVAT()Price including VAT flag from Purchase Header
WebJsonCalculatedGetWebJson()JSON data for web - document note

For Posted Documents (Ex Posted Document table)

Similar structure but sourced from Ex Posted Document table with additional fields:

XML FieldAdditional SourceNotes
TextField5-10Ex Posted DocumentText Field 5-10
DateField1-4Ex Posted DocumentDate Field 1-4
DecimalField1-4Ex Posted Document/Vendor Ledger EntryVarious calculations
AssignedReceiptGroupEx Posted DocumentAssigned Receipt Group
RequisitionStatusEx Posted DocumentRequisition Status

Document Lines Fields

For Active Documents (Ex Document Line table)

XML FieldSource TableSource Field/CalculationNotes
CompNameParameterCompName parameter
DocTypeEx Document LineDocument TypeFormatted as number
DocNoEx Document LineDocument No.
LineNo_Ex Document LineLine No.
FlowstatusEx Document LineStatusFormatted as number
LineTypeEx Document LineTypeFormatted as number
No_Ex Document LineNo.
DescriptionEx Document LineDescription
QuantityEx Document LineQuantityRounded to 5 decimals
UnitCostEx Document LineDirect Unit CostSign changed, rounded
LineDiscountEx Document LineLine Discount %Rounded to 5 decimals
LineDifferenceEx Document LineLine DifferenceFormatted as number
AmountEx Document LineAmountSign changed, rounded
DocumentIDEx DocumentWeb ID
IDEx Document LineID
OrderNoEx Document LineOrder No.
OrderUnitCostEx Document LineOrder Unit CostRounded to 5 decimals
ChangedByEx Document LineChanged By
ChangeDateCalculatedMax of Change Date and Last Change Date Dimension

For Posted Documents (Ex Posted Document Line table)

Similar structure but sourced from Ex Posted Document Line table with additional:

XML FieldAdditional SourceNotes
ConnectedLineIDEx Posted Document LineConnected Line ID

Document Line Approvers Fields

For Active Documents (Ex Document Line Approver table)

XML FieldSource TableSource Field/CalculationNotes
CompNameParameterCompName parameter
DocTypeEx Document Line ApproverDocument TypeFormatted as number
DocNoEx Document Line ApproverDocument No.
LineNo_Ex Document Line ApproverLine No.
ApproverEx Document Line ApproverApprover
ApprovalDateEx Document Line ApproverApproval DateOnly included if not empty
ApprovedByEx Document Line ApproverApproved By
CommentEx Document Line ApproverAuto Comment
AppOrderEx Document Line ApproverApprover Order
FlowstatusEx Document Line ApproverStatusFormatted as number
DocumentLineIDEx Document Line ApproverDocument Line ID
DocumentIDEx DocumentWeb ID
ChangedByEx Document Line ApproverChanged By
DelegateToEx Document Line ApproverDelegated to
ChangeDateEx Document Line ApproverChange DateOnly included if not empty
IDEx Document Line ApproverID

For Posted Documents (Ex Posted Document Line App table)

Similar structure but sourced from Ex Posted Document Line App table.

Document Line Dimensions Fields

Dimensions are added through the AddRecordTypeAsDimension procedure and include (see below):

Standard Dimensions

Dimension CodeSource TableSource FieldCondition
User DimensionsDimension Set EntryVia DimensionManagement.GetDimensionSet()From line's Dimension Set ID

Special Dimensions which correspond to Web Columns

Dimension CodeSource TableSource FieldColumn Check
G_LACCOUNTEx Document LineNo.If Type = G/L Account
ITEMEx Document LineNo.If Type = Item
RESOURCEEx Document LineNo.If Type = Resource
FIXEDASSETEx Document LineNo.If Type = Fixed Asset
CHARGEEx Document LineNo.If Type = Charge (Item)
JOBEx Document LineJob No.If column exists
JOBTASKEx Document LineJob Task No.If column exists
PERCODEEx Document LineDeferral CodeIf column exists
PERDATEEx Document LineDeferral Start DateIf column exists
REINVOICING_CUSTOMEREx Document LineRe-Invoicing Customer No.If column exists
REINVOICING_CODEEx Document LineRe-Invoicing CodeIf column exists
REINVOICING_AMOUNTEx Document LineRe-Invoicing AmountIf column exists
REINVOICING_QTYEx Document LineRe-Invoicing QtyIf column exists
REINVOICING_SURCHRGEEx Document LineRe-Invoicing SurchargeIf column exists
REINVOICING_UNT_PRCEEx Document LineRe-Invoicing Unit PriceIf column exists
PGS_EXPENSE_CODEEx Document LinePGS Expense CodeIf column exists and PGS enabled
AUTO_ACC_GROUPEx Document LineAuto. Acc. GroupIf column exists
VATPRODPOSTGRPEx Document LineVAT Prod. Posting GroupIf column exists
JOBUNITPRICEEx Document LineJob Unit PriceIf column exists and not PGS enabled
JOBLINETYPEEx Document LineJob Line TypeIf column exists and not PGS enabled
REMAINBUDGETAMOUNTEx Document LineRemOverBudgetAmountIf column exists
USEDBUDGETPERCENTEx Document LineUsedBudgetPercentIf column exists
BUDGETDETAILSTATUSEx Document LineBudgetDetailStatusIf column exists
USETAXEx Document LineUse TaxIf column exists
TAXLIABLEEx Document LineTax LiableIf column exists
TAXAREACODEEx Document LineTax Area CodeIf column exists
TAXGROUPCODEEx Document LineTax Group CodeIf column exists
ICPARTNERCODEEx Document LineIC Partner CodeIf column exists
ICPARTNERREFERENCEEx Document LineIC Partner ReferenceIf column exists