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Creating a Workflow Template

Dynamics AX 2009

To begin the workflow process for a Microsoft Dynamics AX workflow document, you must create a workflow template. This section describes the procedures to create a workflow template in Microsoft Dynamics AX. The workflow template can then be used to create configurations for workflow in the Microsoft Dynamics AX application.

You can create workflow templates to define:

  • The workflow document to assign the workflow to.

  • A category that defines the module that the workflow template is available in.

  • Tasks and approvals required for the workflow.

  • The workflow started, completed, configuration data change, and canceled event handlers.

  • A SubmitToWorkflowMenuItem.

  • A security and license configuration key to enable or disable workflow.

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