Workflow process in AX 2012

Step1: Create approval status (Enum type)

Step2: Add into respective Table

Step3: Add this table into respective workflow Form

            OR Sync the Form datasource if existing table

Step4: Override the “CanSubmitToWorkflow”  method in table

Table Level:

public boolean canSubmitToWorkflow(str _workflowType = '')

{

    boolean ret;

   

    if (!this.ApprovalStatus == ApprovalStatus::NotSubmitted)

    return false;

    else

    return true;

 

}

Step 5: Create AOT query

Step 6: Create Workflow category and select the module which is required for workflow

Step 7: Create Workflow type through wizard

WorkFlow Type Classes:

Workflow Submit method:

public static void main(Args args)

{

    // Variable declaration.

    recId recId = args.record().RecId;

    WorkflowCorrelationId workflowCorrelationId;

    // Hardcoded type name

    WorkflowTypeName workflowTypeName =workflowtypestr(RecruitmentProj);

    // Initial note is the information that users enter when they

    // submit the document for workflow.

    WorkflowComment note ="";

    WorkflowSubmitDialog workflowSubmitDialog;

    HRMRecruitingTable  hrmRecruitingTable;

    // Opens the submit to workflow dialog.

    workflowSubmitDialog =

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

    workflowSubmitDialog.run();

    if (workflowSubmitDialog.parmIsClosedOK())

    {

        recId = args.record().RecId;

        hrmRecruitingTable = args.record();

        // Get comments from the submit to workflow dialog.

        note = workflowSubmitDialog.parmWorkflowComment();

        try

        {

            ttsbegin;

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

            hrmRecruitingTable.ApprovalStatus = ApprovalStatus::Submitted;

            // Send an Infolog message.

            info("Submitted to workflow.");

            ttscommit;

        }

        catch(exception::Error)

        {

            info("Error on workflow activation.");

        }

    }

    args.caller().updateWorkFlowControls();

}

Approved event handler:

public void completed(WorkflowEventArgs _workflowEventArgs)

{

    HRMRecruitingTable hrmrecruitingTable;

    select forupdate hrmrecruitingTable where hrmrecruitingTable.RecId == _workflowEventArgs.parmWorkflowContext().parmRecId();

    if(hrmrecruitingTable.RecId)

    {

        hrmrecruitingTable.ApprovalStatus = ApprovalStatus::Approved;

        hrmrecruitingTable.update();

    }

}

Step 8: Create Workflow Approval through wizard:

Approval Classes:

Resubmit :

public static void main(Args args)

{

    // Variable declaration.

    recId recId = args.record().RecId;

    WorkflowCorrelationId _workflowCorrelationId;

    // Hardcoded type name

    WorkflowTypeName _workflowTypeName = workflowtypestr(RecruitmentProj);

    // Initial note is the information that users enter when they

    // submit the document for workflow.

    WorkflowComment _initialNote ="";

    WorkflowWorkItemActionDialog

    WorkflowWorkItemActionDialog;

    HRMRecruitingTable  hrmRecruitingTable;

    ;

    // Opens the submit to workflow dialog.

    workflowWorkItemActionDialog = WorkflowWorkItemActionDialog::construct(args.caller().getActiveWorkflowWorkItem(),

                                                                            WorkflowWorkItemActionType::Resubmit,

                                                                            new MenuFunction(menuitemactionstr(RecruitmentProjApprResubmitMenuItem),

                                                                            MenuItemType::Action));

    workflowWorkItemActionDialog.run();

    if (WorkflowWorkItemActionDialog.parmIsClosedOK())

    {

        recId = args.record().RecId;

        hrmRecruitingTable = args.record();

        // Get comments from the submit to workflow dialog.

        _initialNote = workflowWorkItemActionDialog.parmWorkflowComment();

        try

        {

            ttsbegin;

            WorkflowWorkItemActionManager::dispatchWorkItemAction(args.caller().getActiveWorkflowWorkItem(),

                                                                    _initialNote,

                                                                    curUserId(),

                                                                    WorkflowWorkItemActionType::Resubmit,

                                                                    args.menuItemName(),

                                                                    false);

            hrmRecruitingTable.ApprovalStatus = ApprovalStatus::Submitted;

            // Send an Infolog message.

            info("Resubmitted to workflow.");

            ttscommit;

        }

        catch(exception::Error)

        {

        info("Error on workflow activation.");

        }

    }

    args.caller().updateWorkFlowControls();

}

Returned (Rejected) Logic:

public void returned(WorkflowElementEventArgs _workflowElementEventArgs)

{

    HRMRecruitingTable hrmrecruitingTable;

    select forupdate hrmrecruitingTable where hrmrecruitingTable.RecId == _workflowElementEventArgs.parmWorkflowContext().parmRecId();

    if(hrmrecruitingTable.RecId)

    {

        hrmrecruitingTable.ApprovalStatus = ApprovalStatus::Rejected;

        hrmrecruitingTable.update();

    }

}

Step 9: Drag And Drop workflow approval element from workflow approvals in to supported elements under workflow type

Step 10: Apply this workflow to our form by going to design properties

Workflow enabled: Yes

Worflow Datasource:

Workflow Type:

Step 11:

Create New Menu item (Check the document).

Step 12:

Configuring Workflow