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 Workflows


2026/03/24 • 1 min. to read
A workflow for ebInterface e-documents must be configured for the set up of the ebInterface document sending profile.

Check the templates

First, check whether the necessary E-Document Workflow Templates are available. To do this, open the Workflows page and click on the View Templates... action. If you cannot find the templates for E-Documents on the page, select the Reset Microsoft Templates action. The E-Document Workflow Templates should then appear.

Set up the workflow

Open the Workflows page and click on the New Workflow from Template action. Select Send to one service from the E-Document group. Then fill in the fields as follows:

Note

  • The values for the Code and Description fields are suggested by the system. Both can be changed to a different value (e.g., EBINTERFACE) as shown in this example.
  • The setting in the On Condition field must be specified later, resp. after the Document Sending Profile has been created. For more information, see Setup, E-Documents, Document Sending Profiles.
For more information, see [Microsoft Learn] Business Central - Set up e-documents

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