How to: Create a Workflow Automated Task [AX 2012]

Updated: September 16, 2011

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

You can create Microsoft Dynamics AX workflow automated tasks as a step within a work process. A workflow may contain one or more automated tasks. This procedure describes how to create a new automated task for a workflow in the AOT.

To create an automated task

  1. In the AOT, expand the Workflow node.

  2. Right-click the Automated Tasks node and then select New Automated Task. A new automated task displays under the Automated Tasks node.

  3. Right-click the new automated task and then click Properties.

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




    The name that is used to reference the automated task.


    The label used for the automated task in the user interface.

    Help Text

    The description of the automated task shown in the workflow configuration user interface.


    The configuration key assigned to the automated task.


    The workflow document that the automated task is associated with.

    This setting must match the Document property setting used in the workflow type for the workflow.


    The workflow event handler that executes when the automated task is called in the workflow. This property is mandatory.


    The workflow event handler that executes when the workflow canceled event is raised. This property is optional.

After an automated task is created, you can add the automated task to a workflow type in the Supported Elements node. For more information, see Creating Workflow Tasks, Automated Tasks, and Approvals.

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