Create custom workflow D365 finance & Operations

-

 

Create custom workflow D365 finance & Operations


Create customized workflow on service management module for service agreement. There isn’t any workflow available for this module.

  • Enum

  • add field on the table

  • query

  • workflow category

  • workflow type

  • workflow Approval

  • add workflow approval to workflow type

  • Enable workflow on form

  • Create workflow


Difference between AX 2012 and D365 F&O Customizing workflow, which I came across, is the extension of methods on table as overlayering is now not allowed on D365 F&O. The rest of the process is the same.


Create Enum


  • Create new enum for the workflow status

Create a new field on the table. 

  • Here we use a table SMAAgreementTable. Create extension of table and Drag enum to table.

Create methods on table


  • Create a new class. Name it “devSMAAgreementTable_Extension”

  • Extend for table “SMAAgreementTable”.

  • Create methods

    • canSubmitToWorkflow

    • UpdateCustWorkflowState

  • “canSubmitToWorkflow” method will be using a chain of command. (use of next keyword)


public boolean canSubmitToWorkflow(str _workflowType)

    {

        boolean ret = next canSubmitToWorkflow(_workflowType);


        ret = this.RecId != 0 && this.workflowStatus == workflowstatus::Draft;


        return ret;

    }



 

Create new query

  • Here we use SMAAgreementTableListPage query


Create workflow category


  • Click on Add > New item > Business process and workflow > Workflow category

  • Enter proper name 


  • Set property as below.

    • Label = “Service agreement workflow category”

    • Module = Salesorder (as of now we add workflow to AR. So workflow will list under AR module)


Create workflow type


Create new workflow type as below:

Click on Add > New item > Business process and workflow > Workflow type 



  • Edit devServiceAgreementWFTypeEventHandler class as below 

public void started(WorkflowEventArgs _workflowEventArgs)

{

        SMAAgreementTable::UpdateCustWorkflowState(_workflowEventArgs.parmWorkflowContext().parmRecId(), workflowstatus::Pending);

}


     public void canceled(WorkflowEventArgs _workflowEventArgs)

{

        SMAAgreementTable::UpdateCustWorkflowState(_workflowEventArgs.parmWorkflowContext().parmRecId(), workflowstatus::Cancel);

}


     public void completed(WorkflowEventArgs _workflowEventArgs)

{

        SMAAgreementTable::UpdateCustWorkflowState(_workflowEventArgs.parmWorkflowContext().parmRecId(), workflowstatus::Completed);

}



  • Write code on submit manager class

public static void main(Args _args)

{

        SMAAgreementTable ObjSMAAgreementTable;

        devServiceAgreementWFTypeSubmitManager submitManger = new devServiceAgreementWFTypeSubmitManager();

        recId _recId = _args.record().RecId;

        WorkflowCorrelationId _workflowCorrelationId;

 

        workflowTypeName _workflowTypeName = workFlowTypeStr("devServiceAgreementWFType");

        WorkflowComment note = "";

        WorkflowSubmitDialog workflowSubmitDialog;

                    

        //Opens the submit to workflow dialog.

        workflowSubmitDialog = WorkflowSubmitDialog::construct(_args.caller().getActiveWorkflowConfiguration());

        workflowSubmitDialog.run();


        if (workflowSubmitDialog.parmIsClosedOK())

        {

            ObjSMAAgreementTable = _args.record();

            // Get comments from the submit to workflow dialog.

            note = workflowSubmitDialog.parmWorkflowComment();


            try

            {

                ttsbegin;

                // Activate the workflow.

                _workflowCorrelationId = Workflow::activateFromWorkflowType(_workflowTypeName, ObjSMAAgreementTable.RecId, note, NoYes::No);



                ObjSMAAgreementTable.workflowstatus = workflowstatus::Submitted;

                ObjSMAAgreementTable.update();

                ttscommit;


                // Send an Infolog message.

                info("Submitted to workflow.");

            }

            catch (Exception::Error)

            {

                error("Error on workflow activation.");

            }

        }



        _args.caller().updateWorkFlowControls();

}


Create workflow Approval


Click on Add > New item > Business process and workflow > Workflow Approval



  • Update devServiceAgreementWFApprovalEventHandler eventhandler class

public void started(WorkflowElementEventArgs _workflowElementEventArgs)

{

        SMAAgreementTable::UpdateCustWorkflowState(_workflowElementEventArgs.parmWorkflowContext().parmRecId(),workflowstatus::Submitted);

}


     public void canceled(WorkflowElementEventArgs _workflowElementEventArgs)

{

        SMAAgreementTable::UpdateCustWorkflowState(_workflowElementEventArgs.parmWorkflowContext().parmRecId(),workflowstatus::Cancel);

}


    public void completed(WorkflowElementEventArgs _workflowElementEventArgs)

{

        SMAAgreementTable::UpdateCustWorkflowState(_workflowElementEventArgs.parmWorkflowContext().parmRecId(),workflowstatus::Approved);

}


     public void denied(WorkflowElementEventArgs _workflowElementEventArgs)

{

        SMAAgreementTable::UpdateCustWorkflowState(_workflowElementEventArgs.parmWorkflowContext().parmRecId(),workflowstatus::Rejected);

}


     public void changeRequested(WorkflowElementEventArgs _workflowElementEventArgs)

{

        SMAAgreementTable::UpdateCustWorkflowState(_workflowElementEventArgs.parmWorkflowContext().parmRecId(),workflowstatus::ChangeRequest);

}





Add workflow approval to workflow type

Create approval supported element on workflow type under devServiceAgreementWFType > Supported elements

Enable workflow on form



Create workflow 


  • Create workflow from AR > AR workflow.

  • Create service agreement and verify


Comments

Post a Comment

Popular posts from this blog

Customization on Sales invoice Report in D365 F&O

-
 We have a requirement to create a new design and show some new fields in the sales invoice report.  So for that we need to consider the below steps :-  1) Controller class than extends standard class and create alogic. 2) Create a print management class to call the new design. 3) Extension of DP class to write a logic. 4) Report design. ==================================================================== 1) Controller class : -  /// <summary> /// Extension of the controller class to call the custom design of report "MMSSalesInvoice.report" for MMS legal entity. /// </summary> class MMSSalesInvoiceController extends SalesInvoiceController {        public static MMSSalesInvoiceController construct()         {             return new MMSSalesInvoiceController();         }         public static void main(Args _args)         { ...
Read more

75) COC - Create a coc of the table modified method

-
 /// <summary> /// The <c>AvaEntAssetChecklistVariableOptionsDbt_Extension</c> contains the TransMountain extending logic for the <c>EntAssetChecklistVariableOptions</c> table. /// </summary> [ExtensionOf(tableStr(EntAssetChecklistVariableOptions))] final class AvaEntAssetChecklistVariableOptionsDbt_Extension {     /// <summary>     /// Processes the modified field event for TransMountain fields.     /// </summary>     /// <param name = "_fieldId">reference to field id</param>     public void modifiedField(FieldId _fieldId)     {         EntAssetChecklistVariableOptions entAssetChecklistVariableOptions;         next modifiedField(_fieldId);         // Default must be marked for only one check list line for the varaible.         if (_fieldId == fieldNum(EntAssetChecklistVariableOptions,...
Read more

46) D365 FO: SHAREPOINT FILE UPLOAD USING X++

-
Image
Requirement : Uploading a file in Sharepoint online using X++ and inside from Microsoft Dynamics 365 finance and operations. Prerequisites: The current user id of Microsoft Dynamics 365 Finance and operations should have proper rights and privileged in Sharepoint Online. Sample Code: In this scenario i am creating a text file in Microsoft Dynamics 365 finance and operations and then uploading its memory Stream in Sharepoint online using X++ . You can modify the X++ code in D365 finance and operations as per your need. class RunnableClassRun { /// /// Runs the class with the specified arguments. /// /// The specified arguments. public static void main(Args _args) { System.UriBuilder builder = new System.UriBuilder(“ https://XXXXXX.sharepoint.com&#8221 ;); str extId = xUserInfo::getExternalId(); Microsoft.Dynamics.AX.Framework.FileManagement.SharePointDocumentStorageProvider provider; Microsoft.Dynamics.AX.Framework.FileManagement.DocumentLocation documentLocation ...
Read more