Requirements for Enabling Workflow in an Application Module

Dynamics AX 2009

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.

The following steps are necessary for every workflow:

  1. Create a state model. For more information about a recommended state model, see 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 configuration user interface (UI) from each module. For more information, see How to: Create a New Module with Workflow.

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

  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 fields available for conditions displayed in the workflow configuration UI. For more information, see How to: Create a Workflow Document Class.

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

  6. Create a workflow template. A workflow template defines information about which workflow document to use, tasks and approvals, workflow category, menu items, and event handlers. For more information, see Creating a Workflow Template.

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

  8. Define and implement event handlers for the workflow and workflow elements. For more information, see Handling Workflow Events.

  9. Implement workflow providers for due date, participant, and hierarchy. For more information, see Defining Workflow Providers.

  10. Define and implement approvals and tasks. For more information, see Creating Tasks and Approvals.

  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.

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