Work Flow in AX-2012 steps:
Steps:
First create one enum type (approval state)
One table having(Ex: WFTable)
Enum field
Submitted by field
Submitted date field
//And one edit field(NA)
Here in that table 5 methods mandatory
1.Find():
public static WFTable find(Name Name, boolean _forupdate = false)
{
WFTable WFTable;// leaveRequests;
;
WFTable.selectForUpdate(_forupdate);
if(Name)
{
select WFTable
where WFTable.Name == Name;
}
return WFTable;
}
2.findRecId():
static WFTable findRecId(RecId _recId,
boolean _forUpdate = false)
{
WFTable WFTable;
;
if (_recId)
{
WFTable.selectForUpdate(_forUpdate);
select firstonly WFTable
where WFTable.RecId == _recId;
}
return WFTable;
}
3.can submit():
public boolean canSubmit()
{
;
if(this.WFEnabled == ApprovalState::NotSubmitted && this.RecId)
return true;
else
return false;
}
4.cansubmittedworkflow():
Display boolean CanSubmitToWorkFlow(str _workflowtype = '')
{
return this.canSubmit();
}
5.UpdateWorkflowState ():
public static void UpdateWorkflowState(RefRecId _recId, ApprovalState _state)
{
WFTable WFTable = WFTable::findRecId(_recId, true);
ttsBegin;
WFTable.WFEnabled = _state;
/
WFTable.update();
ttsCommit;
}
Then next Create a query and add data source as our table
And then create form and design the form
Here in design properties set this three property as mandatory
(Workflow enabled-yes
Workflow data source-our table name
Workflow type- our workflow type ::this properties are set in last)
And then go to AOT:
1.Create workflow category- R.C properties – here select module name(in which module ur working)
2.workflow type-rc-add ins –create workflow type through wizard
Set properties as:
Name- name of workflow type
Category- name of our category type
Query- name of query which u created
Document Menu item- name of form or list page menu item(in which form or list page ur showing the list page status)
Document web menu item –NA
Generate menu item –Rich client
//(no need to give field groups)
3.approval- rc-add ins –create workflow Approval through wizard
Set properties as:
Name- approval name
Workflow document- document item name
Document preview field group-no need to give
Document menu item- our form or list page menu item name
Document web menu item- na
Generate menu item-rich client
Enable deny outcome-na
4. I f we need task also same R.c-on task-add ins – generate task wizard-here also set the properties
Then drag in to workflow type supported items like as approval
Name-name of the task
Workflow document- document item name
Document preview field group-no need to give
Document menu item- our form or list page menu item name
Document web menu item- na
Generate menu item-rich client
Then click next above window opens
Here we add two things one returned and completed then next click ok
5. Incremental CIL
6. drag the approval and task(first) to our workflow type supported element
And then
Write code in classes:
WFApprEventHandler():
Classdeclaratio():
class WFApprEventHandler implements WorkflowElementCanceledEventHandler, WorkflowElemChangeRequestedEventHandler,
WorkflowElementCompletedEventHandler, WorkflowElementReturnedEventHandler,
WorkflowElementStartedEventHandler, WorkflowElementDeniedEventHandler,
WorkflowWorkItemsCreatedEventHandler
{
}
Canceled():
public void canceled(WorkflowElementEventArgs _workflowElementEventArgs)
{
WFTable::UpdateWorkflowState(_workflowElementEventArgs.parmWorkflowContext().parmRecId(), ApprovalState::Cancelled);
}
changeRequested():
public void changeRequested(WorkflowElementEventArgs _workflowElementEventArgs)
{
WFTable::UpdateWorkflowState(_workflowElementEventArgs.parmWorkflowContext().parmRecId(), ApprovalState::ChangeRequest);
}
Completed():
public void completed(WorkflowElementEventArgs _workflowElementEventArgs)
{
WFTable::UpdateWorkflowState(_workflowElementEventArgs.parmWorkflowContext().parmRecId(), ApprovalState::Approved);
}
created ():
public void created(WorkflowWorkItemsEventArgs _workflowWorkItemsEventArgs)
{
// TODO: Write code to execute once work items are created.
}
denied ():
public void denied(WorkflowElementEventArgs _workflowElementEventArgs)
{
WFTable::UpdateWorkflowState(_workflowElementEventArgs.parmWorkflowContext().parmRecId(), ApprovalState::Returned);
}
returned ():
public void returned(WorkflowElementEventArgs _workflowElementEventArgs)
{
WFTable::UpdateWorkflowState(_workflowElementEventArgs.parmWorkflowContext().parmRecId(), ApprovalState::Returned);
}
Started():
public void started(WorkflowElementEventArgs _workflowElementEventArgs)
{
WFTable::UpdateWorkflowState(_workflowElementEventArgs.parmWorkflowContext().parmRecId(), ApprovalState::PendingApproval);
}
WFTypeEventHandler():
Classdeclaration():
class WFTypeEventHandler implements WorkflowCanceledEventHandler, WorkflowCompletedEventHandler,
WorkflowStartedEventHandler
{
}
Canceled():
public void canceled(WorkflowEventArgs _workflowEventArgs)
{
WFTable::UpdateWorkflowState(_workflowEventArgs.parmWorkflowContext().parmRecId(), ApprovalState::Cancelled);
}
completed ():
public void completed(WorkflowEventArgs _workflowEventArgs)
{
WFTable::UpdateWorkflowState(_workflowEventArgs.parmWorkflowContext().parmRecId(), ApprovalState::WorkflowCompleted);
}
started ():
public void started(WorkflowEventArgs _workflowEventArgs)
{
WFTable::UpdateWorkflowState(_workflowEventArgs.parmWorkflowContext().parmRecId(), ApprovalState::Submitted);
}
WFTypeSubmitManager():
Classdeclaration():
public class WFTypeSubmitManager
{
Name Name;
WFTable WFTable;
WorkflowVersionTable workflowConfigurationTable;
WorkflowComment workflowComment;
boolean submit;
WorkflowWorkItemTable workflowWorkItemTable;
UserId userId;
MenuItemName menuItemName;
WorkflowTypeName workflowTemplateName;
EPWorkflowControlContext workflowControlContext;
}
dialogOk():
public boolean dialogOk()
{
WorkflowSubmitDialog workflowSubmitDialog;
WorkflowWorkItemActionDialog workflowWorkItemActionDialog;
boolean ok;
;
if (menuItemName == menuitemactionstr(WFTypeSubmitMenuItem))
{
workflowSubmitDialog = WorkflowSubmitDialog::construct(this.parmWorkflowConfigurationTable());
workflowSubmitDialog.run();
this.parmWorkflowComment(workflowSubmitDialog.parmWorkflowComment());
ok = workflowSubmitDialog.parmIsClosedOK();
}
else if (menuItemName == menuitemactionstr(WFApprResubmitMenuItem))
{
workflowWorkItemActionDialog = WorkflowWorkItemActionDialog::construct( workflowWorkItemTable,
WorkflowWorkItemActionType::Resubmit,
new MenuFunction(menuitemactionstr(WFApprResubmitMenuItem), MenuItemType::Action));
workflowWorkItemActionDialog.run();
this.parmWorkflowComment(workflowWorkItemActionDialog.parmWorkflowComment());
ok = workflowWorkItemActionDialog.parmIsClosedOK();
userId = workflowWorkItemActionDialog.parmTargetUser();
}
return ok;
}
Init():
public void init( Common _documentRecord,
MenuItemName _menuItemName,
WorkflowVersionTable _workflowConfigurationTable,
WorkflowWorkItemTable _workflowWorkItemTable,
EPWorkflowControlContext _workflowControlContext
)
{
this.parmWFTable(_documentRecord);
this.parmSubmit(_menuItemName == menuitemactionstr (WFTypeSubmitMenuItem));
this.parmMenuItemName(_menuItemName);
if (_workflowControlContext)
{
this.parmWorkflowControlContext(_workflowControlContext);
this.parmWorkflowWorkItemtable (_workflowControlContext.getActiveWorkflowWorkItem());
this.parmWorkflowComment(_workflowControlContext.getWorkflowComment());
this.parmWorkflowTemplateName (_workflowControlContext.getActiveWorkflowConfiguration().WorkflowTable().TemplateName);
}
else
{
this.parmWorkflowConfigurationTable(_workflowConfigurationTable);
this.parmWorkflowWorkItemtable(_workflowWorkItemTable);
this.parmWorkflowTemplateName (this.parmWorkflowConfigurationTable().WorkflowTable().TemplateName);
}
}
parmMenuItemName():
public MenuItemName parmMenuItemName(MenuItemName _menuItemName = menuItemName)
{
;
menuItemName = _menuItemName;
return menuItemName;
}
parmSubmit ():
public boolean parmSubmit(boolean _submit = submit)
{
;
submit = _submit;
return submit;
}
parmWFTable():
public WFTable parmWFTable(WFTable _WFTable = WFTable)
{
;
WFTable = _WFTable;
return WFTable;
}
parmWorkflowComment():
public WorkflowComment parmWorkflowComment(WorkflowComment _workflowComment = workflowComment)
{
;
workflowComment = _workflowComment;
return workflowComment;
}
parmWorkflowConfigurationTable():
public WorkflowVersionTable parmWorkflowConfigurationTable(WorkflowVersionTable _workflowConfigurationTable = workflowConfigurationTable)
{
;
workflowConfigurationTable = _workflowConfigurationTable;
return workflowConfigurationTable;
}
parmWorkflowControlContext():
public EPWorkflowControlContext parmWorkflowControlContext(EPWorkflowControlContext _workflowControlContext = workflowControlContext)
{
;
workflowControlContext = _workflowControlContext;
return workflowControlContext;
}
parmWorkflowTemplateName():
public WorkflowTypeName parmWorkflowTemplateName(WorkflowTypeName _workflowTemplateName = workflowTemplateName)
{
;
workflowTemplateName = _workflowTemplateName;
return workflowTemplateName;
}
parmWorkflowWorkItemtable():
public WorkflowWorkItemTable parmWorkflowWorkItemtable(WorkflowWorkItemTable _workflowWorkItemTable = workflowWorkItemTable)
{
;
workflowWorkItemTable = _workflowWorkItemTable;
return workflowWorkItemTable;
}
reSubmit():
private void reSubmit()
{
Object WFTable_ds;
NoYes reSubmittingFromWeb;
// If we have a workflow control context, we are being resubmitted from EP
reSubmittingFromWeb = this.parmWorkflowControlContext() == null ? NoYes::No : NoYes::Yes;
ttsbegin;
WorkflowWorkItemActionManager::dispatchWorkItemAction( workflowWorkItemTable, workflowComment, userId, WorkflowWorkItemActionType::Resubmit, menuItemName, false);
WFTable_ds = WFTable.dataSource();
WFTable = WFTable::findRecId(WFTable.RecId, true);
WFTable.WFEnabled = ApprovalState::Submitted;
WFTable.doUpdate();
if (WFTable_ds)
{
WFTable_ds.write();
WFTable_ds.refresh();
}
ttscommit;
}
submit():
private void submit()
{
Object WFTable_ds;
NoYes activatingFromWeb;
;
// If we have a workflow control context, we are being activated from EP
activatingFromWeb = this.parmWorkflowControlContext() == null ? NoYes::No : NoYes::Yes;
ttsBegin;
Workflow::activateFromWorkflowType( this.parmWorkflowTemplateName(),WFTable.RecId, this.parmWorkflowComment(),activatingFromWeb, curuserid());
WFTable_ds = WFTable.dataSource();
WFTable = WFTable::findRecId(WFTable.RecId, true);
WFTable.SubBy = curuserid();
// WFTable.SubDate = utcDateTime2SystemDateTime(DateTimeUtil::utcNow());
WFTable.WFEnabled = ApprovalState::Submitted;
WFTable.doUpdate();
if (WFTable_ds)
{
WFTable_ds.write();
WFTable_ds.reread();
WFTable_ds.refresh();
}
ttsCommit;
}
construct():
public static WFTypeSubmitManager construct()
{
return new WFTypeSubmitManager();
}
Main():
public static void main(Args args)
{
WFTypeSubmitManager WFTypeSubmitManager;
//EmplContract EmplContract;
WFTable WFTable;
// Variable declaration.
recId recId;
WorkflowCorrelationId workflowCorrelationId;
Object callerDataSource;
// Hardcoded workflow type name
workflowTypeName workflowTypeName = workflowtypestr("WFType");
// Initial note is the information that users enter when they
// submit the document for workflow.
WorkflowComment initialNote = "Enter any comments here.";
WorkflowSubmitDialog workflowSubmitDialog;
// The name of the table containing the records for workflow.
FormDataSource WFTable_ds;
// Workflow Control Context
EPWorkflowControlContext workflowControlContext;
;
WFTable = args.record();
WFTypeSubmitManager = WFTypeSubmitManager::construct();
if (args.menuItemName() == menuitemactionstr(WFTypeSubmitMenuItem) ||
args.menuItemName() == menuitemactionstr(WFApprResubmitMenuItem))
{
WFTypeSubmitManager.init(args.record(), args.menuItemName(), args.caller().getActiveWorkflowConfiguration(), args.caller().getActiveWorkflowWorkItem(),null);
}
else
{
WFTypeSubmitManager.init(args.record(), args.menuItemName(), null, null, args.caller());
}
if (WFTypeSubmitManager.dialogOk())
{
if (WFTypeSubmitManager.parmSubmit())
{
WFTypeSubmitManager.submit();
}
else
{
WFTypeSubmitManager.reSubmit();
}
if (args.menuItemName() == menuitemactionstr(WFTypeSubmitMenuItem) ||
args.menuItemName() == menuitemactionstr(WFApprResubmitMenuItem))
args.caller().updateWorkflowControls();
}
if (!webSession())
{
callerDataSource = args.record().dataSource();
if (callerDataSource)
{
callerDataSource.research(true);
}
args.caller().updateWorkflowControls();
}
}
WFTaskEventHandler:
Classdeclaration() :
class DN_ReserveTaskEventHandler implements WorkflowElementCanceledEventHandler, WorkflowElemChangeRequestedEventHandler,
WorkflowElementCompletedEventHandler, WorkflowElementReturnedEventHandler,
WorkflowElementStartedEventHandler, WorkflowElementDeniedEventHandler,
WorkflowWorkItemsCreatedEventHandler
{
}
Canceled();
public void canceled(WorkflowElementEventArgs _workflowElementEventArgs)
{
/// TODO: Write code to execute once the workflow is canceled.
}
changeRequested();
public void changeRequested(WorkflowElementEventArgs _workflowElementEventArgs)
{
/// TODO: Write code to execute once change is requested for the workflow.
}
Completed():
public void completed(WorkflowElementEventArgs _workflowElementEventArgs)
{
WFTable::UpdateWorkflowState(_workflowElementEventArgs.parmWorkflowContext().parmRecId(),ApprovalState::TaskCompleted);
}
Created():
public void created(WorkflowWorkItemsEventArgs _workflowWorkItemsEventArgs)
{
/// TODO: Write code to execute once work items are created.
}
Denied():
public void denied(WorkflowElementEventArgs _workflowElementEventArgs)
{
/// TODO: Write code to execute once the workflow is denied.
}
Returned():
public void returned(WorkflowElementEventArgs _workflowElementEventArgs)
{
WFTable::UpdateWorkflowState(_workflowElementEventArgs.parmWorkflowContext().parmRecId(),ApprovalState::Returned);
}
Started():
public void started(WorkflowElementEventArgs _workflowElementEventArgs)
{
WFTable::UpdateWorkflowState(_workflowElementEventArgs.parmWorkflowContext().parmRecId(),ApprovalState::TaskStarted);
}
After that go to the module where u r working then go to area page-setup-workflow configuration
Click on that
Create new- select what u crated
Here u create flow diagram
Here give the
Basic settings
Assignment-user for task to ur id(only u)
Assignment-user for approval to approval persons (one r many)
Here we give the completion policy(for approval)-single approve
Here we give the time limit for approval(default r check all days)
