In Microsoft Dynamics AX, you define a workflow by creating a template to
base the workflow on. In this walkthrough, you will create a workflow template
in the Application Object Tree (AOT) that you can add approvals and tasks to.
A workflow template defines information about:
Prerequisites
To complete this walkthrough, you will need:
A workflow template defines information about:
-
Which workflow document to use. The workflow document exposes calculated
fields and identifies the query that exposes data fields for the workflow.
-
Tasks and approvals that can be configured by the end user.
-
Workflow categories used for assigning a workflow template to a specific
module.
- Menu items and event handlers.
-
Create a workflow template in the AOT.
-
Create a query to expose data for conditions.
-
Create a workflow document class to identify the query and calculated
fields.
-
Bind the query to the workflow document class.
-
Bind the workflow document class to the workflow template.
-
Create a workflow category.
-
Bind the workflow category to the workflow template.
-
Create a SubmitToWorkflow menu item.
-
Bind the workflow menu item to the workflow template.
- Set a license configuration key for the workflow template.
Prerequisites
To complete this walkthrough, you will need:
-
Microsoft Dynamics AX
- A license file that has access to the MorphX development environment
To create a workflow template in the AOT
-
In the AOT, expand the Workflow node.
-
Right-click the Workflow Templates node, and then select New Workflow
Template. A workflow template group displays under the Workflow Template
node.
-
Right-click the new workflow template and then click Properties.
-
In the Properties sheet, set the Name property to MyWorkflowTemplate.
- In the AOT, right-click MyWorkflowTemplate, and then click Save.