Create Dynamics AX Workflows in Three Easy Steps by Workflow for Dummies Wizard

As I have mentioned in an earlier post, to get my life easier with developing new Dynamics AX Workflows I have created an easy to use wizard that generates AOT objects for one Approval workflow in Dynamics AX 2009, without writing a single line of code. I have used this wizard since more than a year to develop all the workflows that I had to develop.

I have been asked many times by Dynamics AX technical and functional consultants to share that with them. And here I am sharing it with the Dynamics AX community.

By following three steps, Dynamics AX Workflow for Dummies simply:

  1. Adds a Workflow Template
  2. Adds a Workflow Category
  3. Adds a Workflow Approval
  4. Adds a workflow state field to the selected table
  5. Enables the workflow for the selected form
  6. Creates needed classes like the document class for the workflow document
  7. Creates a query (Workflow Document)

Here are the steps that you have to follow: (pictures speak quietly)

Wizard menu

Welcoming message

General information

Generated AOT Objects Parameters

Generated AOT Objects Parameters

Generated AOT Objects Information

After clicking Finish, you would get a Dynamics AX Project:

Workflow Project

Generated AOT Project

In order to configure the generated Workflow template, go to the module that you have selected in the wizard, and open the Workflow Configuration under the Setup menu of that module. This is what you will have:

Workflow Configuration

If you are interested to have it, just comment on this post and write me your email or send me an email to amer@amer-ax.com and I will be more than happy to send the project to you.

I also would welcome any feedbacks on this. :)

61 Comments

  • By Bitoo, July 10, 2010 @ 6:27 PM

    Great job man.. This is really useful.. Can you share this project..

  • By Amer, July 10, 2010 @ 7:47 PM

    Its in your inbox now Bitoo :)

  • By Muhammad Aijaz, July 11, 2010 @ 10:34 PM

    Superb job can you mail me this version please

  • By Abdul Hai, July 13, 2010 @ 9:21 AM

    You are always the best!
    Keep on man, and let me have the favor of meeting you.

    Abdul Hai

  • By yasser, July 14, 2010 @ 2:56 PM

    That looks like a great wizard , could you send it to me please.

    yasser

  • By Munib, July 15, 2010 @ 8:15 AM

    Great tool. Can you please send me a copy. I looks great.

  • By Amer, July 15, 2010 @ 5:57 PM

    Abdul Hai, I’m really glad to see you here :) . I will meet you once I came to Jeddah buddy.

    Take Care and thank you for passing. :)

  • By Amer, July 15, 2010 @ 5:57 PM

    You guys who requested the Workflow for Dummies, you could find it in your inbox now :) .

  • By Munib, July 16, 2010 @ 3:20 AM

    hi Amer, I didnt receive an email. Would you be able to resend please. Many thanks

  • By Amer, July 16, 2010 @ 5:28 PM

    Looks that I forgot to send it to you Munib! I’m sorry :) Now you could check it out in your inbox.

  • By Deepak, July 17, 2010 @ 5:34 AM

    Great… This is really useful.. Could u Please share this project..

  • By Francisco, July 19, 2010 @ 6:27 PM

    great job could you please send me the Xpo

  • By Eduardo, July 19, 2010 @ 10:08 PM

    Amer, I tried your solution and I was amazed by it. It created all the elements of a workflow that used to take me 30 min to create in less than 10 secs. This is truly amazing and I really thank you for sharing this project with all of us.

    Eduardo

  • By Amer, July 20, 2010 @ 1:05 AM

    Hey Eduardo,

    Finally I got the first comment after someone used that wizard! I’m really glad that it is positive one :) .

    I’m happy that you got used of it my friend :) . Now let’s see the magic of workflows in AX ;)

  • By Mustafa Shahateet, July 21, 2010 @ 11:08 AM

    Hi , very nice topic , I will follow up your
    many thanks

  • By Francesco, July 21, 2010 @ 10:27 PM

    Great job, I would like to test it asap. Can you send me the Xpo? Thanks

  • By Tomi Elkindi, July 23, 2010 @ 5:29 AM

    this is a great tool amer and I need that. Would you pls send me this tool. Thank in advance

    Tomi Elkindi

  • By Jonathan Smyth, July 26, 2010 @ 11:15 AM

    Hi Amer,

    What a great idea, would it be possible to share the project file with me please?

    Many thanks

    Jonathan

  • By Peterson, July 26, 2010 @ 3:41 PM

    Realy good job !!
    Congratulations

  • By Tiago, July 26, 2010 @ 7:57 PM

    Hi Amer,

    What a great idea, would it be possible to share the project file with me please?

    Many thanks,

    Tiago

  • By Abdulraheem, July 26, 2010 @ 10:27 PM

    great job ya Amer.

  • By Ibrahim Salah, July 28, 2010 @ 10:11 AM

    Good Job, :)
    Useful Project…….Good luck

  • By Chris Maillefaud, July 28, 2010 @ 2:44 PM

    Excelent Work! Can I have a copy of this useful project?

    Thank you!

  • By Mark Carey, July 28, 2010 @ 3:47 PM

    Could you mail me a copy please Amer?

    Many thanks

  • By Pere, July 28, 2010 @ 4:41 PM

    Intersting tool, I would like to be able to try it.
    Good job.

    Pere

  • By Uli, July 28, 2010 @ 6:24 PM

    Amed, as already stated in my mail.
    Just two words: Great tool

    jimmy

  • By Tommy Skaue, July 29, 2010 @ 2:16 AM

    Wow. That is nifty! You’re really sharing that piece of work with the community? Workflows is the final thing I needs to get my hands “dirty” with in the Dynamics AX world. I’d like to poke around too, if I may. :-)

  • By Monty, July 29, 2010 @ 6:25 AM

    Very cool Amer!!

    I would love to have a copy of this!

  • By imir, July 29, 2010 @ 9:17 AM

    Really useful tool, and good work! send me please to.

  • By Rifty, July 29, 2010 @ 1:47 PM

    This looks terrific. Please include me in your distribution of this utility

  • By Monty, July 29, 2010 @ 4:57 PM

    Thanks for the file Amer! And nice job.

  • By MReynt, July 30, 2010 @ 11:13 AM

    Your ahead of AX official development, as I understand MS is working on a AX incorporated tool ( AX 6 ) to create WF templates ( for end users )
    Can you share your code

    THX

  • By Serge, July 30, 2010 @ 2:04 PM

    Hi!
    Useful tool. Send me a copy, please.

  • By Franky, July 31, 2010 @ 1:02 AM

    Looks very interesting.

  • By Edvandro Santos, July 31, 2010 @ 2:01 AM

    Hi Amer! Congratulations for this project! It’s realy amazing, thanks to help my life, hehehe.

    Regards

  • By Aman, July 31, 2010 @ 4:48 AM

    Nice. very useful.
    Can you send me the copy at amannain1@gmail.com

    Regards
    Aman

  • By Sacha, August 1, 2010 @ 4:27 PM

    Hi Amer,
    Thanks for giving it to the community.

    Regards.

  • By Alex, August 1, 2010 @ 11:43 PM

    Hi,

    Looks interesting…
    Could you send me a copy please ?

    Thanks

  • By Raheel, August 2, 2010 @ 2:35 PM

    Please send it to me and when its next version coming with multiple approvals,,,, I am waitng for it….

  • By Aijaz, August 2, 2010 @ 7:25 PM

    this one is cold project Please send me this project Please Please

  • By Santosh Ramamurthy, August 3, 2010 @ 9:58 AM

    Looks Awesome Amer. Can you please send me the XPO to test this WF tool

  • By Andi, August 4, 2010 @ 8:44 AM

    Hello Aman,

    could you please send me your project. Seems to be fantastic..

    Regards
    Andi

  • By sj, August 4, 2010 @ 1:43 PM

    Please send a copy of the project

  • By Rakesh, August 7, 2010 @ 7:25 PM

    Hello Aman,

    Good Job!!!!. Could you please send me your project.

    Rakesh

  • By Anand Kumar, August 12, 2010 @ 3:14 PM

    Please send a copy of the project

  • By Gilberto, August 17, 2010 @ 5:46 PM

    Hi,

    Looks really good…
    Could you send me a copy please ?

    Thanks

  • By Alagarsami, August 18, 2010 @ 8:39 PM

    Hi Amer,
    Good Job. Please share this project.

  • By Staffan, August 19, 2010 @ 11:29 AM

    Hello Amer!
    Really Cool Tool. This can really help to reduce development effort. Could you please send me a copy of the project.
    Brgds
    //Staffan

  • By mohamed zaki, August 20, 2010 @ 12:05 AM

    You very clever man !!!

    please send to

    mohamed_zaki1@hotmail.com

  • By Tom, August 25, 2010 @ 7:27 PM

    You are too kind! I could use all the WF help I can get. Please send me a copy.

    Thanks.
    Tom

  • By john, August 28, 2010 @ 9:10 PM

    Great job man pls share it

  • By Mesut, August 31, 2010 @ 3:42 PM

    I realy suprised with your project. can you send me a copy?
    thanks

  • By Anand, September 1, 2010 @ 9:49 AM

    Hi Amer, This looks very impressive. Could you please share the Project.

    Thanks in Advance

  • By René, September 2, 2010 @ 2:35 PM

    Great job, is really util.

  • By Deepankar, September 2, 2010 @ 2:51 PM

    Really cool stuff..great job man…

  • By Rafeeq, September 3, 2010 @ 8:11 AM

    Great Job keep it up

  • By Alain Kumala, September 3, 2010 @ 9:21 AM

    I’m having a headache to configure PR workflow. Could u pls send me the project? It would be the medicine to my headache :D
    Big thanks before…

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Amer Adnan Atiyah