Workflow Task Checklist

  • Article

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The following topic shows how you can create a task for a rich client or web client in a Microsoft Dynamics AX workflow. Before you create tasks, you must have a workflow type. For more information, see Creating a Workflow Type.

Task Checklist for a Rich Client

  1. Create a task in the Application Object Tree (AOT). For more information, see How to: Create a Workflow Task.

  2. Create task event handler classes for the StartedEventHandler and CanceledEventHandler property settings and then bind the event handlers to the task. For more information, see How to: Create a Workflow Event Handler.

  3. Set the Document property for the task to match the workflow type Document property setting. For more information, see How to: Create a New Workflow Type.

  4. Create a display menu item and then bind the menu item to the DocumentMenuItem property for the task. For more information, see How to: Associate a Display Menu item with a Workflow Task or Approval.

  5. Create classes for Resubmit and Delegate. Bind the classes to the action menu items that you will create in the next step. For more information, see Classes in X++.

    Note

    You can use the WorkflowWorkItemActionManager Class for the Delegate action menu item. Optionally, create your own class to handle the task delegate action.

  6. Create action menu items for the task ResubmitMenuItem and DelegateMenuItem properties, and then bind the actions to the task. For more information, see How to: Associate an Action Menu Item with a Workflow Task or Approval Outcome.

  7. Create a task outcome for Complete, and then optionally, create additional outcomes. For more information, see How to: Create a Workflow Task.

    Note

    Each task must have one outcome of type Complete.

  8. Create classes for each task outcome. Bind the classes to the action menu items that you will create in the next step. For more information, see Classes in X++.

    Note

    You can use the WorkflowWorkItemActionManager Class for the task action menu items. Optionally, create your own class to handle task outcomes.

  9. Create an action menu item for each task outcome created in the previous step. Bind the actions to the outcomes in the task Outcomes node. For more information, see How to: Associate an Action Menu Item with a Workflow Task or Approval Outcome.

  10. Set the workflow task outcome Enabled property to No for task outcome types that are not used.

Task Checklist for a Web Client

  1. Create a task in the Application Object Tree (AOT). For more information, see How to: Create a Workflow Task.

  2. Create task event handler classes for the StartedEventHandler and CanceledEventHandler property settings and then bind the event handlers to the task. For more information, see How to: Create a Workflow Event Handler.

  3. Set the Document property for the task to match the workflow type Document property setting. For more information, see How to: Create a New Workflow Type.

  4. In the Web Menu Items node, create a URLs object and then bind the web menu item to the DocumentWebMenuItem property for the task. For more information, see How to: Associate a Display Menu item with a Workflow Task or Approval.

  5. Create classes for Resubmit and Delegate. Bind the classes to the web menu items that you will create in the next step. For more information, see Classes in X++.

    Note

    You can use the EPWorkflowWorkItemActionManager Class for the Delegate action menu item. Optionally, create your own class to handle the task delegate.

  6. In the Web Menu Items node, create two actions menu items for the task ResubmitMenuItem and DelegateMenuItem properties. Bind the actions to the task. For more information, see How to: Associate an Action Menu Item with a Workflow Task or Approval Outcome.

  7. Create a task outcome of type Complete, and then optionally, create additional outcomes. For more information, see How to: Create a Workflow Task.

    Note

    Each task must have one outcome of type Complete and an action menu item for the task work item button to display in the user interface

  8. Create classes for each task outcome. Bind the classes to the actions menu items that you will create in the next step. For more information, see Classes in X++.

    Note

    You can use the EPWorkflowWorkItemActionManager Class for the task actions menu items. Optionally, create your own class to handle task outcomes.

  9. In the Web Menu Items node, create an action menu item for each task outcome created in the previous step. Bind the actions to the outcomes in the task Outcomes node. For more information, see How to: Associate an Action Menu Item with a Workflow Task or Approval Outcome.

  10. Set the workflow task outcome Enabled property to No for task outcome types that are not used.

Cc620991.collapse_all(en-us,AX.60).gifNext Steps

After you create a task, you can bind it to the Supported Elements node of the workflow type in the AOT. For more information, see How to: Add a Task, Automated Task, or Approval to a Workflow Type.

See also

How to: Create a Workflow Task

How to: Create Menus and Menu Items

How to: Associate an Action Menu Item with a Workflow Task or Approval Outcome

Walkthrough: Creating a Workflow with a Task and an Approval

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