Workflow Template Checklist

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Dynamics AX 2009 The following checklist shows how you can create a workflow template for a Microsoft Dynamics AX workflow. By following these steps, you can avoid errors that occur when a workflow is not correctly modeled. Workflow templates are used to create configurations for a workflow in a Microsoft Dynamics AX application. For more information about workflow configuration, see Administering Workflow in the System and Application Setup documentation located on the Help menu in Microsoft Dynamics AX.

Workflow Template Checklist

1. 2. 3. 4. 5. 6. Create a workflow template in the Application Object Tree (AOT). For more information, see How to: Create a New Workflow Template. Create a query to expose table fields for conditions. For more information, see How to: Create Queries by Using the AOT. Create a workflow document class, and then bind the query created in the previous step to the class. For more information, see How to: Create a Workflow Document Class. Bind the workflow document class to the workflow template. For more information, see How to: Associate a Workflow Document Class with a Workflow Template. Create a workflow category and then bind the category to the workflow template. For more information, seeHow to: Create Workflow Categories. Create workflow event handlers for started, completed, configuration change, and canceled, and then bind them to the workflow template. For more information, see How to: Create a Workflow Event Handler. Create a class for the SubmitToWorkflowMenuItem and optionally, for the CancelMenuItem. Bind the classes to the Action menu items that you will create in the next step. For more information, see Classes in X++. Create an Action menu item for the workflow SubmitToWorkflowMenuItem property and optionally, for theCancelMenuItem property, and then bind the actions to the workflow template. For more information, seeHow to: Create a New Workflow Template.

7.

8.

Note
You must set the SecurityKey property when you create Action and Display menu items for workflow.

Next Steps
After you create a workflow template, you can add tasks and approvals. For more information, see Creating Tasks and Approvals.