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Requirements for Enabling Workflow in an Application Module

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Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

To enable a Microsoft Dynamics AX workflow for a new or existing application module, you must complete a series of required steps and then, depending on application requirements, complete additional steps. This topic describes the required steps to add workflow to your application.

Required Steps

The following steps are necessary for every workflow:

  1. Create a state model. For more information about a recommended state model, see Workflow Approval State Transitions and How to: Enable a State Model for a Workflow Document.

  2. Add a workflow display menu item. The workflow display menu item is used to access the workflow types for each module. For more information, see How to: Create a New Module with Workflow.

  3. Create a workflow category. A workflow category filters workflow types to a single module. If adding a new module, extend the ModuleAxapta  Base Enums type. For more information, see How to: Create a Workflow Category.

  4. Create a workflow document class to define the workflow document for the workflow. You will create a query, and if needed, add calculated fields to identify the derived fields available for conditions displayed in the workflow configuration tool. For more information, see How to: Create a Workflow Document Class.

  5. Enable a form or list for workflow. You must set properties on a form or list to display the workflow button and controls. For more information, see How to: Enable a Form or List for Workflow.

  6. Enable documents to be submitted to the workflow. For more information, see How to: Enable Workflow Submission.

  7. Create a workflow type. A workflow type defines information about which workflow document to use, tasks, automated tasks, approvals, line item workflows, workflow category, menu items, and event handlers. For more information, see Creating a Workflow Type.

  8. Activate the workflow. There are several ways to activate the workflow. For more information, see Activating a Workflow.

  9. Define and implement event handlers for the workflow, approvals, tasks, and automated tasks. For more information, see Handling Workflow Events.

  10. Implement workflow providers for due date, participant, hierarchy, and queue assignment. For more information, see Workflow Providers.

  11. Define and implement approvals, tasks, and automated tasks. For more information, see Creating Workflow Tasks, Automated Tasks, and Approvals.

Optional Steps

  1. Create custom workflow providers. For more information, see How to: Create a Custom Workflow Provider.

  2. Create event handlers for tasks. For more information, see How to: Create a Workflow Event Handler.

See also

Walkthrough: Creating a Workflow Type

Walkthrough: Creating a Workflow with a Task and an Approval

Walkthrough: Adding Workflow to an Existing Form

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