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Developing a Product Approval Workflow in Dynamics AX 2012

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

There are a lot of workflow templates that are delivered with Dynamics AX 2012, but that doesn’t mean that those are the only ones that you can use.  Developing new workflow templates and actions are pretty straight forward and you can easily extend out the system to incorporate other workflow scenarios that have not been added yet.

In this blueprint we will work through one example and show you how you can develop your own workflow process for product approvals that allow you to submit, track and approve the product review process.

Here are all of the topics that are included in this blueprint:

  1. Create a New Development Project for your Workflow Development
  2. Create a Menu Item for the Product Management Workflows
  3. Add the Workflow Editor Menu Item to the Product Area Page
  4. Create a New Workflow Category for Your Product Management Workflows
  5. Create a Base Enumeration to Track the Approval Status
  6. Add the Approval Status Field to the Product Table
  7. Adding the Approval Status to the Released Products Form
  8. Add a canSubmitToWorkflow Method to the Table to Enable Workflows
  9. Create a Query on the Products Table for the Workflows to Reference
  10. Create a Workflow Type Using the Workflow Wizard
  11. Create A Simple Product Approval Workflow
  12. Enabling Workflow Submission on the Product Details Form
  13. Updating the Submission Manager Method to Start the Workflow
  14. Relabel the Workflow Submission Menu Items
  15. Update the Completed Method on the Approval Event Handler
  16. Using the Tutorial Workflow Processor to Process Workflows
  17. Performing the Workflow Approval through the Dynamics AX Forms

In this walkthrough we showed how you can create your own workflow templates and activities.  The product approval process could easily be extended out to include more steps and approvals for the products, allowing for it to be used for new product introduction and development.

This does not just have to apply to product approvals though, you can use exactly the same process to create workflow templates for the approval of other areas where the approval processes may be needed such as Customer, Vendors and BOMS.  All you need to do is change the base tables and forms that are being referenced and the process will be almost identical.

You can also extend out the approval logic to update more information through the workflows like flags for allowing the use of the record after it has been activated, and also incorporating information that has been gathered during the process.  If you want to get really creative, you can even create custom workflow elements that incorporate other technologies like Outlook for the creation of tasks and appointments.

Don’t be afraid to create new workflow templates, once you have built them, then they will provide a much better way to streamline your business processes, and the hour or so that you spend creating them will be recouped quickly by the removal of the manual workarounds that would have been used without them.

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