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Posted July 8, 2010 in Blog by Amer

Create Dynamics AX Workflows in Three Easy Steps by Workflow for Dummies Wizard

As I have mentioned in an earlier post, to get my life easier with developing new Dynamics AX Workflows I have created an easy to use wizard that generates AOT objects for one Approval workflow in Dynamics AX 2009, without writing a single line of code. I have used this wizard since more than a year to develop all the workflows that I had to develop.

I have been asked many times by Dynamics AX technical and functional consultants to share that with them. And here I am sharing it with the Dynamics AX community.

By following three steps, Dynamics AX Workflow for Dummies simply:

  1. Adds a Workflow Template
  2. Adds a Workflow Category
  3. Adds a Workflow Approval
  4. Adds a workflow state field to the selected table
  5. Enables the workflow for the selected form
  6. Creates needed classes like the document class for the workflow document
  7. Creates a query (Workflow Document)

Here are the steps that you have to follow: (pictures speak quietly)

Wizard menu

Welcoming message

General information

Generated AOT Objects Parameters

Generated AOT Objects Parameters

Generated AOT Objects Information

After clicking Finish, you would get a Dynamics AX Project:

Workflow Project

Generated AOT Project

In order to configure the generated Workflow template, go to the module that you have selected in the wizard, and open the Workflow Configuration under the Setup menu of that module. This is what you will have:

Workflow Configuration

If you are interested to have it, just comment on this post and write me your email or send me an email to amer@amerax.net and I will be more than happy to send the project to you.

I also would welcome any feedbacks on this. :)

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