Archive

Dynamics AX

By default, the submission method that is created by the Workflow Wizard is empty, so we need to add a little bit of code to tell the system what to do when the user clicks on the Submit button to initiate the workflows.

NOTE: This is part of the Developing a Product Approval Workflow in Dynamics AX 2012 blog series where we show how to develop a completely new workflow to manage the new product approval process. If you want to see all of the other posts in this series, click here.

Read More

In order for the workflow controls to show up on the forms, you need to enable them to be used by workflows, and also associate the default workflow type to the form. This stops workflow management steps from showing up randomly on forms, and also allows you to control who is able to act upon workflows.

NOTE: This is part of the Developing a Product Approval Workflow in Dynamics AX 2012 blog series where we show how to develop a completely new workflow to manage the new product approval process. If you want to see all of the other posts in this series, click here.

Read More

The state of any of the workflows will be tracked through an enumeration field, which allows you to assign any number of values to segregate out the different processes.

NOTE: This is part of the Developing a Product Approval Workflow in Dynamics AX 2012 blog series where we show how to develop a completely new workflow to manage the new product approval process. If you want to see all of the other posts in this series, click here.

Read More

Now that we have the editor in the right place, we can start building our framework for the workflows themselves. The first step is to create a Workflow Category to store all of our new workflows against.

NOTE: This is part of the Developing a Product Approval Workflow in Dynamics AX 2012 blog series where we show how to develop a completely new workflow to manage the new product approval process. If you want to see all of the other posts in this series, click here.

Read More

Once you have the menu item, you can add it to the Product information management area page so that you can use it.

NOTE: This is part of the Developing a Product Approval Workflow in Dynamics AX 2012 blog series where we show how to develop a completely new workflow to manage the new product approval process. If you want to see all of the other posts in this series, click here.

Read More

In this scenario, there is no menu item on the Product information management area page that allows you to maintain workflows, so we will start by creating a menu item for the product workflows which we will then add to the menu in the next step.

NOTE: This is part of the Developing a Product Approval Workflow in Dynamics AX 2012 blog series where we show how to develop a completely new workflow to manage the new product approval process. If you want to see all of the other posts in this series, click here.

Read More

Before we start we need to quickly create a project that we can use to store all of the tweaks that we will be making to the system in order to start off out new workflow development. This will allow us to keep all of our development segregated out, and also make it easier to move the changes over to other environments if we want to.

NOTE: This is part of the Developing a Product Approval Workflow in Dynamics AX 2012 blog series where we show how to develop a completely new workflow to manage the new product approval process. If you want to see all of the other posts in this series, click here.

Read More

There are a lot of workflow templates that are delivered with Dynamics AX 2012, but that doesn’t mean that those are the only ones that you can use.  Developing new workflow templates and actions are pretty straight forward and you can easily extend out the system to incorporate other workflow scenarios that have not been added yet.

In this blueprint we will work through one example and show you how you can develop your own workflow process for product approvals that allow you to submit, track and approve the product review process.

Read More

Perhaps you have heard about the new tool in Excel called PowerPivot, but wonder how it can enhance your use of Excel.

In this series we will show how PowerPivot can assist you with advanced data analysis and reporting, making those extracts from Dynamics AX to Excel even more valuable.

Read More

Within the PowerPivot Data Model editor, you can also filter the data that is returned to Excel through the filtering option.

NOTE: This is part of the Using PowerPivot to Analyze Your Dynamics AX Data blog series where we show how PowerPivot can assist you with advanced data analysis and reporting, making those extracts from Dynamics AX to Excel even more valuable. If you want to see all of the other posts in this series, click here.

Read More