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Dynamics AX2009 Workflow – Checklist

 

Dynamics AX2009 Workflow – Checklist

I was going through the workflow implementation with a client recently and felt that there is a need of a check list for consultants/ users to configure the workflow and make it work or sometime troubleshoot the problems when it does not work. I have thought of the following points for the check list.

1. User options

a. Maintain the email address of the users .

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b. Setup The parameters for receiving the notifications on the Notifications tab especially the two marked parameters for getting the notifications in client and or email.

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2. Administration>Setup>Email parameters must be setup so that emails can be sent through AX.

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3. Basic>Setup>Setting for workflow>settings for workflow to be used by the system to send workflow emails.

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4. Configuration of the email template as identified in step 3 above. Basic>Setup>Email templates. FOr setting templates refer to the AX help file. Its a good source of information.

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5.  Ensure that the batches to process the alerts and the email messages are active.

      a. Email batches – Administration>Periodic>Email processing> Batch.

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     b. Alert batches – Basic>Periodic>Alerts

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6. Workflow configuration is configured properly . There should one default configuration . Additional configurations may be maintained with specific conditions for becoming active.

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e.g. workflow on purchase requisition may have following setup

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One active version per configuration must be maintained.

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7. Workflow rules should be defined properly. If the tasks are being assigned on hierarchy basis then there must be a stop condition maintained ( This is the general error that users do not maintained a stop condition.)

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8. Setup events when to generate a notification in an approval process.

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I think if above check list is cross checked during setup or troubleshooting most of the errors / problems would be solved related to workflow . For rest of the problems leave them for consultants/developers to investigate on case to case basis. 

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