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Workflow Security [AX 2012]

Updated: November 14, 2011

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

Security in workflow is part of the standard security implementation in Microsoft Dynamics AX. This topic describes specific workflow security considerations.

Availability of workflow resources is controlled by configuration keys. Resources like workflow types, tasks, and approvals have the ConfigurationKey property that you can set. When the appropriate configuration keys are supplied and active, the workflow resources are available and can be used.

Administrators use roles, duties, and privileges to control access to workflow actions. When you create a workflow, you will typically create a privilege in security that contains the menu items and web menu items for the workflow actions. This privilege is then used by duties and roles. When users are assigned to the role that uses the duty or privilege, they will have access to the workflow actions.

For example, Microsoft Dynamics AX has the Purchase requisition review workflow type. Several menu items and web menu items are defined as actions for this workflow. The following security resources are used to control access to this workflow:

  • A security privilege named PurchReqPurchaseRequisitionApprove is created in the AOT. All of the menu items and web menu items for the workflow are added to the Entry Points node for this privilege.

  • A duty named PurchReqPurchaseRequisitionApprove is created that uses the PurchReqPurchaseRequisitionApprove privilege.

  • Roles like VendPurchasingAgent use the PurchReqPurchaseRequisitionApprove duty. Any user who is assigned to the VendPurchasingAgent role will have access to this workflow.

Although security controls access to workflow functionality in the application, this security access is limited to menu items. To help protect the system at a more detailed level, make sure that you set up security for table and field access. For more information, see Role-based Security in the AOT for Developers.

Security for data flow in workflow that includes Automated Tasks, is controlled by using standard X++ security. For more information, see X++ Security.

The Workflow Execution Account (WorkflowExec) is used by the workflow runtime to execute application business logic. This account must have permissions that allow for it to access application data and execute business logic. By default, it is assigned to the Admin user.

To set up the workflow execution account, open System administration > Setup > System service accounts. On the System service accounts form, set an Alias and Network domain for the Workflow execution account.

NoteNote

You must update the workflow execution account security settings for new objects you add that are accessed by workflow. For example, if you add a new table that will be accessed by workflow, you must grant access to that table to the workflow execution account.


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