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Monthly Archives: September 2016

Walkthrough: Creating a Workflow Template AX 2009


In Microsoft Dynamics AX, you define a workflow by creating a template to base the workflow on. In this walkthrough, you will create a workflow template in the Application Object Tree (AOT) that you can add approvals and tasks to.

A workflow template defines information about:

  • Which workflow document to use. The workflow document exposes calculated fields and identifies the query that exposes data fields for the workflow.

  • Tasks and approvals that can be configured by the end user.

  • Workflow categories used for assigning a workflow template to a specific module.

  • Menu items and event handlers.

This walkthrough illustrates the following tasks:

  • Create a workflow template in the AOT.

  • Create a query to expose data for conditions.

  • Create a workflow document class to identify the query and calculated fields.

  • Bind the query to the workflow document class.

  • Bind the workflow document class to the workflow template.

  • Create a workflow category.

  • Bind the workflow category to the workflow template.

  • Create a SubmitToWorkflow menu item.

  • Bind the workflow menu item to the workflow template.

  • Set a license configuration key for the workflow template.


To complete this walkthrough, you will need:

  • Microsoft Dynamics AX

  • A license file that has access to the MorphX development environment

To create a workflow template in the AOT
  1. In the AOT, expand the Workflow node.

  2. Right-click the Workflow Templates node, and then select New Workflow Template. A workflow template group displays under the Workflow Template node.

  3. Right-click the new workflow template and then click Properties.

  4. In the Properties sheet, set the Name property to MyWorkflowTemplate.

  5. In the AOT, right-click MyWorkflowTemplate, and then click Save.

After the workflow template is created, you can create the objects that you need to bind to the workflow template. For this walkthrough, the next step is to create a query to identify the table data fields used for the workflow document.

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