Creating Tasks and Approvals

After you create a workflow template, you continue the process for creating a Microsoft Dynamics AX workflow by adding tasks and approvals to the workflow template. A task is a workflow element with a single step defined in the Application Object Tree (AOT) that is used to implement task-based processes. An approval is a specialized task that can have multiple steps defined in the AOT that is used to implement approval processes. This section describes the procedures that are used to create tasks and approvals.

In This Section

• Workflow Tasks and Approvals Overview

• Approval State Transitions

• Approval Checklist

• Task Checklist

• How to: Create a Workflow Approval

• How to: Create a Workflow Task

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

• How to: Associate a Display Menu item with a Workflow Task or Approval

• How to: Add Required Tasks and Approvals to a Workflow Template

See Also

Creating a Workflow Template

Walkthrough: Creating a Workflow with a Task and an Approval