Sunday, June 21, 2020

Create Custom Workflow In Dynamics Ax D365 or 2012



1 EDT for workflow status 
2 Workflow Category
3 Query
4 Workflow Type
5 Workflow approval
6 Design Workflow


1. EDT for WorkFlow Status (Base Enum) :

Need to add a EDT field in desire Table example in my case:

Add New Base Enum and Add elements in it  the
n add these field  WF Status field into Table
ADD NEW EDT BASE ENUM

2.WorkFlow Category

Workflow category will required when we create workflow type workflow category define the module in which workflow will create.







3. Query

Add new query add datasource of a table









4.Work Flow TYPE

A workflow type defines the following information: The document that the workflow is used for. Workflow categories, which are used to assign a workflow type to a specific module. Tasks, automated tasks, approvals, and line item workflows that the user can configure.

Add new workflow type as shown below




5.Work Flow Approval 

The approval workflow is common business processes that require someone to sign off on the data at a certain stage. Approval workflows require multiple checks throughout the process and from a variety of different stakeholders