Find the handler classes that are triggered when a workflow starts is not an easy First you have to get the workflow ID and name In this example the workflow ID is 000009 and the name is "VendrequestNVATTemplate" After find the name go to Visual Studio and search for it in AOT. Opern the designer … Continue reading AX – D365FO – How to retrieve classes involved in a workflow
Category: Workflows
AX – D365FO – Debug workflows
The workflow infrastructure uses batch processing on AOS to execute workflows so in order to debug it you have to open Visual Studio in Administrator mode and attach to the Batch.EXE process. Now you can debug
AX – D365FO – Prevent submitters from approving their own workflows
Our customers may requires to control Workflows to avoid creator approval on documents submitted to workflow. This could be controlled by the system where set Disallow approval by submitter control as Yes. You can find this control under System administration| Workflow| Workflow parameters (see screen below) Assume that the same user creates an invoice and normally he is the one … Continue reading AX – D365FO – Prevent submitters from approving their own workflows
AX – D365FO – Configure the system to support customer approvals workflows.
1. Navigate to Accounts receivable > Setup > Accounts receivable parameters. 2. Click the General tab.3. Expand the Customer Approval section.4. Click the slider named Enable customer approvals to Yes.5. Select the entities for which you wish to enable customer approvals.
AX – D365FO – Delegate work items in a workflow
Manually delegate a work item To delegate an individual work item, select the Delegate option in the Workflow menu and then enter the user to be delegated to along with a comment. This will reassign the work item to that user so they can complete it. Manually delegate multiple work items Multiple work items can be delegated together from … Continue reading AX – D365FO – Delegate work items in a workflow
AX – D365FO – Customer workflow
The customer workflow has been added to version 8.0.4. You can change specific fields for a customer and then send those changes for approval by using the workflow before they are added to the customer. Set up the customer workflow Before you can use the customer workflow feature, you must enable it. Go to Accounts receivable … Continue reading AX – D365FO – Customer workflow
AX – D365FO – Enable users to receive workflow-related email messages
You can configure the system to send email messages to users when workflow-related events occur. For example, email messages can be sent to users when documents are assigned to them for approval. The demo data company used to create this procedure is USMF. Go to Navigation pane > Modules > System administration > Users > Users. … Continue reading AX – D365FO – Enable users to receive workflow-related email messages
AX – D365FO – Create a purchase requisition workflow
Scenario The Finance and Operations module that you're working in determines the types of workflow that you can create. In this lab, you will create a purchase requisition workflow. Before a purchase requisition can be submitted for review, you need to configure the workflow. Create and set up workflows In the company USMF, go to Procurement and … Continue reading AX – D365FO – Create a purchase requisition workflow
AX – D365FFO – CONFIGURE CONDITIONAL DECISIONS IN A WORKFLOW
Use the following procedure to configure the properties of a conditional decision. A conditional decision is a point at which a workflow divides into two branches. To configure a conditional decision, in the workflow editor, right-click the conditional decision, and then click Properties to open the Properties form. Name a decision Follow these steps to enter a name for … Continue reading AX – D365FFO – CONFIGURE CONDITIONAL DECISIONS IN A WORKFLOW
AX / Dynamics 365 For Finance and Operations blog 