Calendars in Workflow

10 06 2010

If you have been using Dynamics AX workflow for a while, you would have noticed that calendars and times form quite an intricate part of how workflows are managed.

They are used to determine amongst other things:

  • How long workitems are assigned to users
  • When escalation should occur
  • How long before escalation steps should last before causing final actions

One of the ways to specify the timing for the above is by using calendars in AX.  In this post we will do a quick walk-through of how to setup a calendar for use in your workflow.

Step 1- Setup working time template
Note: Working time templates provide a way to define standard working times for your company from which various calendars can be created and customized.

  • Open an Dynamics AX client and navigate to Basic -> Setup -> Calendar -> Working time templates.
  • Click new and give your template a name and description e.g. Workflow (Working times used by workflow)
  • Click on the Monday tab, click new and set the operating times for your company e.g. 8:00 am to 5pm. (You can always specify 2 or more operating time records per day if you take lunch or would like that to be taken into account for workflow).
  • If you use the same operating times for each day in the week, click the copy day button on the right hand side and copy the times to each day one at a time.
  • If you have differing operating times per day, follow the above procedure for each of the day tabs.
  • Close your form.

Step 2 – Create your calendar

  • Navigate to Basic -> Calendar.
  • Click new and give your calendar  a name.
  • Create your working times for this calendar by clicking on the working times button.
  • On the Working times screen click the ‘Compose working times’ button.
  • Select the dates for which you would like to create working times for. Make sure you create enough future dates so that your workflow date assignments will always resolve otherwise you may get an stopped error. I recommend at least one year (default) or more.
  • Note: You can set up a batch task (via the batch tab) to run periodically to keep your calendar refreshed with new dates .
  • Select the working time template that you created in step 1 and click OK. You should now see a list of working times composed for your calendar.
  • You have now setup your calendar and can use it within all your workflow configurations.

Happy Daxing.

P.S. As a side note for developers, if you haven’t defined a DueDateProvider for your Workflow template you will not get the option to define due dates when configuring.




One response

5 05 2013

Thanks once again. Your blogposts prevented you from receiving two phone calls tonight :-).

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