How to: Create a Workflow Category [AX 2012]

When you create a workflow type in Microsoft Dynamics AX, it must be assigned to a workflow category. The workflow category determines whether a workflow type is available in a specific module. If an appropriate workflow category does not already exist, you must create one.

For example, a workflow type for a customer invoice should not be available in the Master planning module. To make the workflow type available only in the Customer module, create a workflow category with the Customer module selected.

The following procedure describes how to create a new workflow category.

To create a workflow category

1. In the AOT, expand the Workflow node.
2. Right-click the Workflow Categories node, and then click New Workflow Category. A new workflow category group displays under the Workflow Categories node.
3. Right-click the new workflow category and then click Properties.
4. In the Properties sheet, set the following properties as required.

Property	Value
Name	The name that is used to reference the workflow category.
Label	The label used for the workflow category in the user interface.
Help Text	The description of the workflow category displayed in the configuration user interface.
Module	The module that the workflow will be available in. The default is Ledger.

After a workflow category is created, you can bind the workflow type to the new category. Typically, this is performed by the Workflow Wizard. The following procedure describes how to manually bind a workflow type to a workflow category.

To bind a workflow type to a workflow category

1. In the AOT, expand the Workflow node, and then expand the Workflow Types node.
2. Right-click the workflow type that you want to bind a workflow category to, and then select Properties.
3. In the Properties sheet, set the Category property to the workflow category created in the previous procedure.

How to: Create a New Module with Workflow [AX 2012]

In Microsoft Dynamics AX, modules are enabled for workflow. However, in some cases, you will need to create a new module that contains workflow. In each module that contains workflow, a Workflows list menu item must be added to the Setup pane. The following procedures are described in this topic:

• Creating a new module enumeration.
• Creating a display menu item for the Workflows list.
• Creating a menu for the new module.
• How to display the new menu in the client.

To Add a Module to the ModuleAxapta Base Enum

1. In the Application Object Tree (AOT), expand the Data Dictionary node, expand Base Enums, right-click ModuleAxapta, and then click New Element. A new enumeration displays under the ModuleAxaptanode.
2. Right-click the new enumeration, and then click Properties.
3. In the Properties sheet, select the Label property, and then enter the label of the new module.

To Create a Display Menu Item for the Workflows List

1. In the AOT, expand the Menu Items node.
2. Right-click the Display node, and then click New Menu Item. A new menu item displays under the Display node.
3. Right-click the new display menu item, and then click Properties.
4. In the Properties sheet, set the following properties.

Property	Value
Name	Set to WorkflowConfigurations<xxx> where <xxx> is replaced by a reference to the name of the new module. For example, you could set this value to WorkflowConfigurationsRecruit for a new module named Recruiting.
Label	Set text or a label that represents the text for the workflows list in the client.
ObjectType	Set to Form.
Object	Set to WorkflowTableListPage.
EnumTypeParameter	Set to ModuleAxapta.
EnumParameter	Set to the enum created in the preceding procedure.

1. In the AOT, right-click the new display menu item, and then click Save.

After the new module enum and display menu item are created, you can add them to the Menus node.

To Create a Menu for a New Module

1. In the AOT, right-click the Menus node, and then click New Menu. A new menu displays under the Menus node.
2. Right-click the new menu, and then click Properties.
3. In the Properties sheet, set the following properties.

Property	Value
Name	Set to a label or name of the new module.
Label	Set to a label that represents the text to display for the new menu in the client.

1. In the AOT, right-click the new menu, point to New, and then click New Submenu. A submenu node displays under menu node created in the previous step.
2. Right-click the new submenu node, and then click Properties.
3. In the Properties sheet, set the following properties.

Property	Value
Name	Set to Setup or another label that represents the text for the Setup pane in the client.
Label	Set to Setup or another label that represents the text for the Setup pane in the client.
NormalImage	Set to 3478. This will display a gears icon for the setup pane.
ImageLocation	Set to EmbeddedResource.

1. In the AOT, right-click the Setup node created in the previous step, point to New, and then click New Menu item. A new menu item displays under the Setup node.
2. Right-click the new menu item, and then click Properties.
3. In the Properties sheet, set the MenuItemName property to the display menu item created in the previous procedure.
4. In the AOT, right-click the new menu item, and then click Save.

After the menu for the new module is created, you must add a reference to the menu in the MainMenu node to display the menu in the client.

To Add a Menu to the Client

1. In the AOT, expand the Menus node, right click MainMenus, point to New, and then click Menu reference. The Select: Menus window is displayed.
2. In the Select: Menus window, select the new module menu that you created in the previous procedure, and drag the menu to the MainMenu node in the AOT.
3. In the AOT, right-click the MainMenu node, and then click Save.

How to: Enable a State Model for a Workflow Document [AX 2012]

Workflow documents in a Microsoft Dynamics AX workflow must implement a state model to represent the state of a workflow, approval, or task for a workflow document in the application. For example, a workflow document in the NotSubmitted state can be changed to the Submitted state when a user clicks the Submit button. This section describes how to enable the state model for a workflow document by using a class or by creating a method on a table.

The following table contains recommended states. However, the needs of your application will determine what states are needed, validation type for state transitions, and how many states are needed. For more information, see Workflow Approval State Transitions post.

For the state of the	Use
Workflow document	NotSubmitted Submitted ChangeRequested Returned Completed

Typically, the workflow state should be persisted in the root table of your workflow document data source. To add workflow state to a table, create an enum in the BaseEnums node of the Application Object Tree (AOT) that contains the workflow states shown in the previous table. The first enum defined should be the NotSubmitted enum, and this will also be the default setting in the table. After the enum is defined, drag the enum to the Fields node of the workflow document data source table.

After a state model is defined, you can enable forms and lists to work with workflow. For more information, see How to: Enable a Form or List for Workflow post.

Note : Workflow state can be implemented in many ways. The following procedure shows one way of performing this task.

To create a state change manager class

1. In the AOT, expand the Classes node.

2. Right-click the Classes node, and then select New Class. A class group displays under the Classes node.

3. Right-click the new class, click Rename, and then enter a name for the class.

4. Right-click the new class and then click New Method. A method node named method1 displays under the Classes node.

5. Right-click method1 and then click Edit. Enter the following code for the started event method.

   X++

   public static void started(RecID _recID)
   {
       <insert method here>
   }
   

   
   
6. 
   

   Repeat steps 4 and 5 for the remaining states.

Example

The following code is part of the setWorkflowState on the PurchReqTable Table. This method sets the workflow state field in the table and updates the user interface with a user friendly status, and then updates the state in the database.

X++

static void setWorkflowState(RecId _purchReqRecId, PurchReqWorkflowState _purchReqWorkflowState)
{
    // Declare variables.
    PurchReqTable purchReqTable;

    ttsbegin;
 
    // Selects the record to be updated based on the recId and then
    // sets the workflow state. 
    purchReqTable = PurchReqTable::findRecId(_purchReqRecId, true);
    purchReqTable.State = _purchReqWorkflowState;

    // Based on the workflow state, the status in the user interface
    // is updated with a user friendly status.
    switch (_purchReqWorkflowState)
    {
        case PurchReqWorkflowState::Submitted:
            purchReqTable.Status = PurchReqStatus::Submitted;
            break;
        case PurchReqWorkflowState::NotSubmitted:
            purchReqTable.Status = PurchReqStatus::Draft;
            break;
        case PurchReqWorkflowState::Completed:
            purchReqTable.Status = PurchReqStatus::Completed;
            break;
        case PurchReqWorkflowState::Returned:
            purchReqTable.Status = PurchReqStatus::Rejected;
            break;
        case PurchReqWorkflowState::ChangeRequest:
            purchReqTable.Status = PurchReqStatus::ChangeRequested;
            break;
    }
 
    // Commits the state to the database. 
    purchReqTable.update();
 
    ttscommit;
}