Creation of simple workflow in AX 2012

Creating Workflow for courses in HumanResource Module.

• Create WFstatus enum

• Create query for that table

• Add workflowstate enum as a field in HRMCourseTable

• Override CanSubmittoworkflow() of table with following code

        public boolean canSubmitToWorkflow(str _workflowType = '')

{
  boolean ret;
     ret = super(_workflowType);
     ret = this.RecId != 0 && this.WorkflowState == WorkflowState::NotSubmitted;
     return ret;
}

• Also write Updateworkflowstate method(Not override)

public static void UpdateWorkflowState(RefRecId _recId, WorkflowState _state)

{

    HRMCourseTable hRMCourseTable = hRMCourseTable::findByRecId(_recId, true);

    ttsBegin;

    hRMCourseTable.WorkflowState = _state;

    if(hRMCourseTable.RecId)

        hRMCourseTable.update();

    ttsCommit;

}

• Create/Identify WF category(module)
• Create WF type from wizard

• Create WF approval from wizard and give appropriate label names to all created MIs

• Private projects will be created.
• In WF Type main() of submitMngr class write as below and make necesary changes 

public static void main(Args args)

{

    HRMCourseTable                          hRMCourseTable;

    FormRun                                 formRun = args.caller();

    recId                                   recId = args.record().RecId;

    WorkflowCorrelationId                   workflowCorrelationId;

    WorkflowTypeName                        workflowTypeName =workflowtypestr(CoursesWFType);

    WorkflowComment                         note ="";

    WorkflowSubmitDialog                    workflowSubmitDialog;

    workflowSubmitDialog = WorkflowSubmitDialog::construct(args.caller().getActiveWorkflowConfiguration());

    workflowSubmitDialog.run();

    if (workflowSubmitDialog.parmIsClosedOK())

    {

        recId = args.record().RecId;

        hRMCourseTable = HRMCourseTable::findByRecId(recId);

       //We can validate record before submite and will through error

        note = workflowSubmitDialog.parmWorkflowComment();

        try

        {

            ttsbegin;

            workflowCorrelationId = Workflow::activateFromWorkflowType(workflowTypeName,recId,note,NoYes::No);

            hRMCourseTable::UpdateWorkflowState(recId,WorkflowState::PendingApproval);

            info("Submitted to workflow.");

            ttscommit;

        }

        catch(exception::Error)

        {

            info("Error on workflow activation.");

        }

    }

    formRun.dataSource().research(1);

    formRun.reload();

}

• In the WFType Eventhandler write appropriate code in existed methods

public void completed(WorkflowEventArgs _workflowEventArgs)

{

    if (_workflowEventArgs.parmWorkflowContext().parmTableId() == tableNum(HRMCourseTable))

        HRMCourseTable::UpdateWorkflowState(_workflowEventArgs.parmWorkflowContext().parmRecId(),WorkflowState::Approved);

}

• In WFApproval ResubmitActionManager class, write following

public class CoursesWFApprovalResubmitActionMgr

{

    RecId           recId;

    Args            args;

}

protected boolean actionDialog(WorkflowWorkItemActionDialog _workflowWorkItemActionDialog)

{

    _workflowWorkItemActionDialog.run();

    return _workflowWorkItemActionDialog.parmIsClosedOK();

}

protected WebActionItemName getEPReSubmitAction()

{

    WebActionItemName WebActionItemName;

    return WebActionItemName;

}

public Args parmArgs(Args _args = args)

{

    args = _args;

    return args;

}

public boolean reSubmit()

{

    WorkflowWorkItemActionDialog    workflowWorkItemActionDialog;

    WorkflowWorkItemTable           workItem = args.caller().getActiveWorkflowWorkItem();

    boolean                         ret;

    boolean                         dispatchWorkItem = false;

    WorkflowComment                 comment;

    UserId                          targetUser;

    if (workItem.RecId)

    {

        workflowWorkItemActionDialog = WorkflowWorkItemActionDialog::construct( workItem,

                                                                                    WorkflowWorkItemActionType::Resubmit,

                                                                                    

new MenuFunction(args.menuItemName(), args.menuItemType()));

            if (this.actionDialog(workflowWorkItemActionDialog))

            {

                comment = workflowWorkItemActionDialog.parmWorkflowComment();

                targetUser = workflowWorkItemActionDialog.parmTargetUser();

                dispatchWorkItem = true;

            }

    }

    if (dispatchWorkItem)

    {

        WorkflowWorkItemActionManager::dispatchWorkItemAction(workItem,

                                                                comment,

                                                                targetUser,

                                                                WorkflowWorkItemActionType::Resubmit,

                                                                args.menuItemName(),

                                                                args.menuItemName() == this.getEPReSubmitAction());

        ret = true;

    }

    return ret;

}

public static void main(Args args)

{

    CoursesWFApprovalResubmitActionMgr submitManager = new CoursesWFApprovalResubmitActionMgr();

    submitManager.parmArgs(args);

    submitManager.reSubmit();

}

• Drag WFapproval into WFtype-->supported elements
• Give Form design properties(WorkflowEnabledyes,WorkflowDataSource,WorkflowType)
• Generate Incremental CIL.
• Configure WF

• Double click on approval element

Find some important links for WF approvals
Signing limits in AX 2012
Managerial hierarchy in AX 2012
Approval limits in AX 2012