Monday, March 5, 2012

Dynamics Ax 2012 Workflow - From business point of view


  • A workflow represents a business process
  • Defines how a document flows or moves through the system
  • Shows who must process and approve documents.
  • Helps modeling business process with code less.
  • Workflows in dynamics AX are easy to enable.
  • Flexible to design and maintain.

Workflow Type
  • A category that defines the module (AP, AR, FA etc.) that the workflow type is available.
  • To add workflow support for a document (PR,SO etc) in Microsoft Dynamics AX 2012.
In earlier version, workflow types were known as workflow templates. In Ax 2012, Workflow templates have been renamed workflow types.

Workflow Design
  • Set condition to activate the workflow
  • Set notification for workflow events
  • Define manual tasks, automated tasks and approvals supported for the workflow
  • Setting conditional decision, manual decision, parallel activity, sub-workflows, Line-item workflow etc.

Activate workflow
  • After we create a workflow in Microsoft Dynamics AX, we must implement a way to activate the workflow at runtime to display the workflow in your application.
  • Application users start a workflow when they click the Submit button on forms that are enabled for workflow and have a valid workflow configuration.

Out-of-the-box workflow types

To create a workflow, you must first select the type of workflow that you want to create. Microsoft Dynamics AX 2012 has a of list of types of workflows that we can create in each module. The list also describes
  • what each type of workflow is used for.
  • whether the workflows of each type are associated with a specific company in the organization or with the whole organization.







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