Checklist for customized workflow AX 2012

1.      Workflow configuration

Should defined the batch group within AX 2012.
Should configured workflow infrastructure configuration.
Should defined workflow user id for the “System Service Account”

2.      Customization: Phase I

Workflow category should be created.
Required query has been created with dynamic property should be “True/Yes”
Base Enumerator must be created.
Addition upper define type of enumerator within the required table.
“CanSubmitToWorkflow” method must be defined.
Display type menu should be created to set the properties of the following caetgories.

–           EnumTypeParameter [e.g. ModuleAxapta]

–           EnumParameter [e.g. SalesOrder]

3.      CUSTOMIZATION: PHASE II

“Workflow Type” must be created with the help of “Workflow Type Wizard”.
System will generate one “Private” project with few classes, display menu items and workflow type.
On the designated “Form” workflow should be enabled and its associated properties should be defined properly.
Code snippet should be there for “Submit” within the “*SubmitManager” class.
Code snippet should be there as per requirement within the “*EventHandler” class.

–           Cancelled

–           Completed

–           Returned etc.

Rename both the wizard generated menus within this project.

4.      CUSTOMIZATION: PHASE III

Create a “Workflow Approval” through “Workflow Approval Wizard”.
System will generate one “Private” project with few classes, display menu items and workflow approval.
Drag the approval element to the “Workflow Type > Supported Element”.
Code snippet should be there as per requirement within the “*EventHandler” class.

–           Cancelled

–           Completed

–           Returned etc.

Rename the display menu item.

5.      CONFIGURATION: PHASE IV

Drag the “Display Menu” into the “Menu” from the AOT which was created in phase I.
Desired workflow should be configured/created.
Test the workflow within the required module.
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