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MURRAY FIFE
DYNAMICS AX 2012 TIPS & TRICKS
STREAMLINE WORKFLOWS
BY AUTOMATICALLY
PERFORMING TASKS BASED
ON CONDITIONS
STREAMLINE WORKFLOWS BY
AUTOMATICALLY PERFORMING
TASKS BASED ON CONDITIONS
BY MURRAY FIFE
Copyright © 2014 Murray Fife
All Rights Reserved
5
What you need for this Blueprint
All the examples shown in this blueprint were done with the Microsoft Dynamics AX 2012
...
6
7
STREAMLINE WORKFLOWS BY
AUTOMATICALLY PERFORMING
TASKS BASED ON CONDITIONS
Workflows are great because they enforce a un...
8
Start off by opening up your workflow that you want to streamline, select the task that
you want to make conditional and...
9
When the Properties maintenance form is displayed, check the Enable Automatic
Actions flag within the Automatic Actions ...
10
This will enable the condition designer, and you can then click on the Add Condition
button.
Streamline Workflows By Au...
11
When the condition line is displayed, click on the field box and select the field fro the
related table that you want t...
12
And then specify the rest of the condition clause.
Streamline Workflows By Automatically Performing Tasks
Based On Cond...
13
Finally, select the Auto Complete Action that you want to perform when the condition
is true.
Note: notice that you don...
14
Once you have completed the change, then just exit out of the workflow and save the
changes.
Streamline Workflows By Au...
15
Now if we run through the task that the workflow is related to and the condition is not
met everything looks like norma...
16
But if the condition is met then the task is skipped.
Streamline Workflows By Automatically Performing Tasks
Based On C...
17
If we look at the workflow history then we will see that the action was automatically
performed.
How cool is that?
Stre...
18
TIP & TRICKS FOR DYNAMICS AX 2012
19
TIP & TRICKS FOR DYNAMICS AX 2012
The Tips & Tricks series is a compilation of all the cool things that I have found th...
20
TIP & TRICKS FOR DYNAMICS AX 2012
21
TIP & TRICKS FOR DYNAMICS AX 2012
Murray Fife is a Microsoft Dynamics AX MVP, Author with over 20
years of experience i...
Streamline Workflows By Automatically Performing Tasks Based On Conditions Within Dynamics AX 2012
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Streamline Workflows By Automatically Performing Tasks Based On Conditions Within Dynamics AX 2012

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Workflows are great because they enforce a uniform procedure to your business processes, and make sure people are not sidestepping the standard procedures through creative approval processes. But that doesn’t mean that you can’t build steps into your workflows that are sidestepped in certain situations. If you don’t want a certain task to be performed based on a dollar value, or a coding on the record, then you can use the conditional processing on the workflow tasks to automatically complete it and then continue on to the next step in the workflow.
This way you will always have the users wondering if they are going to have to do something else, or get a free pass through the workflow.

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Transcript of "Streamline Workflows By Automatically Performing Tasks Based On Conditions Within Dynamics AX 2012"

  1. 1. 1 MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS STREAMLINE WORKFLOWS BY AUTOMATICALLY PERFORMING TASKS BASED ON CONDITIONS
  2. 2. STREAMLINE WORKFLOWS BY AUTOMATICALLY PERFORMING TASKS BASED ON CONDITIONS BY MURRAY FIFE
  3. 3. Copyright © 2014 Murray Fife All Rights Reserved
  4. 4. 5 What you need for this Blueprint All the examples shown in this blueprint were done with the Microsoft Dynamics AX 2012 virtual machine image that was downloaded from the Microsoft CustomerSource or PartnerSource site. If you don't have your own installation of Microsoft Dynamics AX 2012, you can also use the images found on the Microsoft Learning Download Center. The following list of software from the virtual image was leveraged within this blueprint: • Microsoft Dynamics AX 2012 Even though all the preceding software was used during the development and testing of the recipes in this book, they may also work on earlier versions of the software with minor tweaks and adjustments, and should also work on later versions without any changes. Errata Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing murray@murrayfife.me. Piracy Piracy of copyright material on the Internet is an ongoing problem across all media. If you come across any illegal copies of our works, in any form, on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy. Please contact us at murray@murrayfife.me with a link to the suspected pirated material. We appreciate your help in protecting our authors, and our ability to bring you valuable content. Questions You can contact us at murray@murrayfife.me if you are having a problem with any aspect of the book, and we will do our best to address it. Preface
  5. 5. 6
  6. 6. 7 STREAMLINE WORKFLOWS BY AUTOMATICALLY PERFORMING TASKS BASED ON CONDITIONS Workflows are great because they enforce a uniform procedure to your business processes, and make sure people are not sidestepping the standard procedures through creative approval processes. But that doesn’t mean that you can’t build steps into your workflows that are sidestepped in certain situations. If you don’t want a certain task to be performed based on a dollar value, or a coding on the record, then you can use the conditional processing on the workflow tasks to automatically complete it and then continue on to the next step in the workflow. This way you will always have the users wondering if they are going to have to do something else, or get a free pass through the workflow.
  7. 7. 8 Start off by opening up your workflow that you want to streamline, select the task that you want to make conditional and then click on the Automatic Actions button within the Modify Element group of the Workflow ribbon bar. Streamline Workflows By Automatically Performing Tasks Based On Conditions
  8. 8. 9 When the Properties maintenance form is displayed, check the Enable Automatic Actions flag within the Automatic Actions page. Streamline Workflows By Automatically Performing Tasks Based On Conditions
  9. 9. 10 This will enable the condition designer, and you can then click on the Add Condition button. Streamline Workflows By Automatically Performing Tasks Based On Conditions
  10. 10. 11 When the condition line is displayed, click on the field box and select the field fro the related table that you want to use as your condition. Streamline Workflows By Automatically Performing Tasks Based On Conditions
  11. 11. 12 And then specify the rest of the condition clause. Streamline Workflows By Automatically Performing Tasks Based On Conditions
  12. 12. 13 Finally, select the Auto Complete Action that you want to perform when the condition is true. Note: notice that you don’t just have to approve the task, you can also automatically reject the task as well. Streamline Workflows By Automatically Performing Tasks Based On Conditions
  13. 13. 14 Once you have completed the change, then just exit out of the workflow and save the changes. Streamline Workflows By Automatically Performing Tasks Based On Conditions
  14. 14. 15 Now if we run through the task that the workflow is related to and the condition is not met everything looks like normal and we have to perform the workflow task. Streamline Workflows By Automatically Performing Tasks Based On Conditions
  15. 15. 16 But if the condition is met then the task is skipped. Streamline Workflows By Automatically Performing Tasks Based On Conditions
  16. 16. 17 If we look at the workflow history then we will see that the action was automatically performed. How cool is that? Streamline Workflows By Automatically Performing Tasks Based On Conditions
  17. 17. 18 TIP & TRICKS FOR DYNAMICS AX 2012
  18. 18. 19 TIP & TRICKS FOR DYNAMICS AX 2012 The Tips & Tricks series is a compilation of all the cool things that I have found that you can do within Dynamics AX, and are also the basis for my Tips & Tricks presentations that I have been giving for the AXUG, and online. Unfortunately book page size restrictions mean that I can only fit 50 tips & tricks per book, but I will create new volumes every time I reach the 50 Tip mark. If you want to view all of the compilations then here are the links. 50 Tips & Tricks For Dynamics AX 2012 http://www.amazon.com/dp/1495487776/ Another 50 Tips & Tricks for Dynamics AX http://www.amazon.com/dp/1497383412/ Want More Tips & Tricks
  19. 19. 20 TIP & TRICKS FOR DYNAMICS AX 2012
  20. 20. 21 TIP & TRICKS FOR DYNAMICS AX 2012 Murray Fife is a Microsoft Dynamics AX MVP, Author with over 20 years of experience in the software industry. Like most people in this industry he has paid his dues as a developer, an implementation consultant, a trainer, and now spend most of his days working with companies solving their problems with the Microsoft suite of products, specializing in the Dynamics® AX solutions. EMAIL murray@murrayfife.me TWITTER @murrayfife SKYPE murrayfife AMAZON http://www.amazon.com/author/murrayfife BLOG http://dynamicsaxtipoftheday.com http://extendingdynamicsax.com http://atinkerersnotebook.com SLIDESHARE http://slideshare.net/murrayfife LINKEDIN http://www.linkedin.com/in/murrayfife About the Author

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