presentation workflow in dynamics ax

7/29/2019 Presentation Workflow in Dynamics Ax

http://slidepdf.com/reader/full/presentation-workflow-in-dynamics-ax 1/23

By,

Nasheet Ahmed Siddiqui



Agenda

• Workflow overview

• Workflow development• Query for a Workflow

• Workflow

category

• Workflow type

• Workflow elements

• Enable workflow on form

• Workflow Providers Overview

• Workflow configuration



Workflow is defined as the movement of documentsor tasks through a work process.

In Microsoft Dynamics AX, the focus of workflow ison approval and task-oriented workflows.

Workflow overview



Workflow overview

•

Developer design the workflow based on customerrequirements.

• The company administrator configures the workflow.• Users run the workflow.



The developer role in Microsoft Dynamics AX isprimarily to add workflow to existing business

documents or create new documents that supportworkflow.

Creating a query for a workflow.

Creating a workflow category.

Creating a workflow type in the AOT.

Creating Workflow elements

Enable workflow on the form.

Workflow development



In the AOT, right-click the Queries node, and then select New

Query. A query group displays under the Queries node.

Right-click the new query, click Rename, and then enterMyQuery.

Expand the new query, right-click the Data Sources node, andthen click New Data Source. A data source group displaysunder the Data Sources node.

Right-click the new data source group and then click Properties. In the Properties sheet, set the Table property to CustTable.

Expand the CusTable_1 data source, and select the Fields node.In the Properties sheet, set the Dynamic property to Yes.

Query for a Workflow



In the AOT, expand the Workflow node.

Right-click the Workflow Categories node, and then select

New Workflow Category. A new workflow categorygroup displays under the Workflow Categories node.

Right-click the new workflow category and then clickProperties.

In the Properties sheet, set the name and moduleproperties.

In the AOT, right-click MyWorkflowCategory, and thenclick Save.

Workflow Category



The Workflow type is a building block that can be used to

create customized workflows that enforce businesspolicies.

In Microsoft Dynamics AX, you enable the workflowprocess for a workflow document by creating Workflowtypes that are used in the workflow configuration userinterface.

A Workflow type defines information about:

Which workflow document to use. Tasks and approvals that can be configured by the end-user. Workflow categories used for assigning a Workflow type to

a specific module. Menu items and event handlers.

Workflow Type



In AOT->Workflow->Workflow Types->NewWorkflow type.

Workflow Type



The workflow document class that you create definestable fields for conditions in two ways:

1. The Application Object Tree (AOT) query. ThegetQueryName method of the Workflow DocumentClass must be overridden to return the name of thequery.

2. Parameter methods. You can optionally addcalculated fields by adding parameter methods with aspecific signature on the class.

Workflow Type(Define the workflow document)

http://msdn.microsoft.com/en-US/library/workflowdocument.aspx






Microsoft Dynamics AX workflow uses events to

initiate business logic in your application. For

example, the workflow type has a property eventhandler for business logic when a workflow isstarted.

Workflow event handlers in Microsoft Dynamics AX

enable you to run application-specific business logicat key points during workflow execution. Workflowevents are implemented at the workflow level andthe workflow element level

Workflow Events



Event Description

WorkflowStartedEventHandler

This event raises when the workflow instance starts.

WorkflowCompletedEventHandler

This event raises when the workflow instance ends after it is completed.

WorkflowCanceledEventHandler

This event raises when the workflow instance ends after it is canceled. Use this event handler toperform any cleanup operations needed.

WorkflowConfigDataChangeEventHandler

This event raises when the workflow configuration data changes. Use this event handler toidentify when a configuration has changed. For example, if you create an association betweenthe application data and a workflow configuration, this event handler would raise if the

configuration was deleted or updated.

Workflow Level Event

Handlers• At the workflow level, event handlers are provided for the workflow

started, completed, canceled, and configuration data change events.• WorkflowHandler class implements WorkflowCanceledEventHandler,

WorkflowCompletedEventHandler,WorkflowStartedEventHandler.

• Started,completed and canceled methods create to handle below events.



Create a submitWorkflow and CancelWorflowmenuitems.

Set the object property of submitwork menuitem tothe SubmitWorkflow class.

Set the object property of CancelWorflow menuitemto the WorkflowCancelManager class.

Workflow Menu Items



In Microsoft Dynamics AX, a workflow is startedwhen the user clicks the Submit button on the

workflow toolbar. The Submit button is bound to an action menu item

that calls the main method on a SubmitToWorkflowclass.

Workflow activation is added in the main methodfrom the workflow type name.

SubmitToWorkflow

Class



public static void main(Args args) { // Variable declaration. recId _recId = args.record().RecId; WorkflowCorrelationId _workflowCorrelationId; // Hardcoded type name workflowTypeName _workflowTypeName = workFlowTypeStr("MyWorkflowType"); // Initial note is the information that users enter when they // submit the document for workflow. WorkflowComment _initialNote = "";

WorkflowSubmitDialog workflowSubmitDialog;

// Opens the submit to workflow d ialog. workflowSubmitDialog = WorkflowSubmitDialog::construct(args.caller().getActiveWorkflowConfiguration()); workflowSubmitDialog.run();

if (workflowSubmitDialog.parmIsClosedOK()) { _recId = args.record().RecId; // Get comments from the submit to workflow dialog. _initialNote = workflowSubmitDialog.parmWorkflowComment();

try { ttsbegin;

// Activate the workflow. _workflowCorrelationId = Workflow::activateFromWorkflowType(_workflowTypeName, _recId, _initialNote, NoYes::No);

// Send an Infolog message. info("Submitted to workflow.");

ttscommit; }

catch(exception::Error) { info("Error on workflow activation."); } } }

SubmitToWorkflow

Class



The elements of a workflow are created by you in the

AOT and configured by application administrators. Theworkflow structure consists of sequences of workflowelements. An element can be a task, approval, or a sub-workflow.

A task is a workflow element with a single step defined inthe Application Object Tree (AOT) that is used toimplement task-based processes.

An approval is a specialized task that can have multiplesteps defined in the AOT that is used to implementapproval processes.

Workflow elements



You can use workflow approvals to track the status of a

workflow document that has fixed workflow outcome

types such as Approve, Reject, Deny, or RequestChange. AOT->WorkFlow>Approvals-> New Approval

Associate an Action Menu Item with a WorkflowApproval

Associate a Display Menu item with a WorkflowApproval

Create and implement event handlers on the workflowapproval

Create a Workflow Approval



A workflow may contain one or more tasks.

However, each task may only contain one step with

one or more outcome types.AOT->WorkFlow->Tasks-> New Task

Associate an Action Menu Item with a WorkflowTask

Associate a Display Menu item with a WorkflowTask

Create and implement event handlers on theworkflow task

Create a Workflow Task



Property Value

WorkflowEnabled Yes

WorkflowDataSource CustTable

WorkflowType CustWorkflow

Enable Workflow on

Form1.In the AOT, expand the Forms node.

2.Expand the CustTable form, and then expand the Designs node.

3.In the Designs node, right-click the Design child node, and then

click Properties.

4.In the Properties sheet, set the following properties.

5.In the AOT, right-click the CustTable form, and then click Save.



After the form is enabled for workflow, you will adda canSubmitToWorkflow method to the form. This

method runs before the Submit button is enabled toverify that the workflow document is in a valid stateto submit to workflow.

Enable Workflow on

Form



In Microsoft Dynamics AX, you can use workflowproviders to provide application-specific information

to a workflow instance at runtime. For example, you can use workflow providers to

determine who is required to approve an invoice, orby which date an invoice payment is considered to

be late.

Workflow Providers



Hierarchy Assignment Determines a user ID based on a search in a hierarchy.

Due date Determines the due date for a task or approval, or the

due date for a step in a task or approval.

Participant Resolves a user group or role into one or more specific

user IDs.

Workflow Providers Types



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