I am currently an independent Microsoft Dynamics AX developer and technical consultant working for a number of clients in South Africa and abroad making use of Microsoft. I have gained extensive development experience working with Microsoft Dynamics working as a developer with a Microsoft Gold certified partner operating from, Pretoria South Africa. I qualified in Computer Science with a Batchelour of Information Technology (BIT) degree from the Univeristy of Pretoria in 2005 and enjoy the development side of Dynamics AX and workflow in particular due to the direct impact that it has on clients productivity and making their business processes more effective. I love the Dynamics AX 2009 and AX2012 Workflow environments as they ares very flexible and almost anything can be done with a little bit of thought. Certifications:
- Microsoft Dynamics AX 2009 MorphX Solution development
- Microsoft Dynamics AX 2012 Introduction to development
- Microsoft Dynamics AX 2012 Installation and Configuration
- Microsoft Dynamics AX 2012 Service Management
Dynamics AX Workflow Wanderings 
Hi jonathan,
Greetings.
Can you pleas help me on issue i am facing on the client side
The workflow url is valid in the admin module,still the work items are not created.
when i go to the log of the error notification i got
An error occurred while processing batch job Workflow Message processing.
Then i went to the log and found teh error
Error executing code: TreeNode object not initialized.
(S)\Classes\TreeNode\AOTiterator
(S)\Classes\SysDictWorkflowElement\getOutcomes – line 10
(S)\Classes\SysDictWorkflowElement\getCompletingOutcome – line 7
(S)\Classes\SysWorkflowEventDispatcher\onWorkItemEscalation – line 98
(S)\Classes\WorkflowWorkItem\escalateWorkItem – line 22
(S)\Classes\WorkflowWorkItemDueDateJob\run – line 15
(S)\Classes\BatchRun\runJobStatic – line 62.
Both the batches wf due date and WF messaging are having the same issue.
Can you help me on this.
Thanks for your time.
Regards.
(S)\Classes\TreeNode\AOTiterator
(S)\Classes\SysDictWorkflowElement\getOutcomes – line 10
(S)\Classes\SysDictWorkflowElement\getCompletingOutcome – line 7
(S)\Classes\SysWorkflowEventDispatcher\onWorkItemEscalation – line 98
(S)\Classes\WorkflowWorkItem\escalateWorkItem – line 22
(S)\Classes\WorkflowWorkItemDueDateJob\run – line 15
(S)\Classes\BatchRun\runJobStatic – line 62
Hi. This normally happens when something has changed to your workflow template. Try re-creating your configuration that you are using.
Hi Jonathan,
I Am facing the same issue and due to this my Due date batch is not processing.Please let me know if i can get to know which template is changed and how i can know which configuration to recreate as i have many processes going on with many configurations.
Thanks in Advance.
Himanshu Sharma
Hi Himanshu Sharma
I’m not sure how one would be able to diagnose which template has changed apart from tracking it down in your development process or checking up on the Modified Date on your various workflow AOT elements. Sorry that I can’t provide a bit more insight into this one.
Regards Jonathan
Hello, is there anyway to develop line item approvals for purchase reqs in 2009?
Hi Eric, you can definitely write Purchase Req line item approvals, but it may require some development on the Purchase Requisition form to get everything to continue to function correctly.
Hi Jonathan,
Myself Sreejith, an AX developemer from India. You are doing a wonderful job with your blogs. It helped me to solve a lot of issues very quickly.
Here, I am sharing one issue, which related with sub-workflows. I am very glad, if you can help me with your thoughts/experience.
I could not able to find the sub-workflow details in workflow history. Main workflow status shows as “Completed” and its kick started the sub workflows as well. Subworkflow’s Instance ID also displaying in Main workflow’s workflow history. But could not able to find about the sub-workflow details like to whom its assign to, the current status of sub workflow and workflow histoy details.
How can I get these details of a subworkflow. All informations are available In the “WorkflowStautsTrackingTable” for the subworkflows.
Note: Main workflow and sub workflows pointing into the same document class/table. For e.g. ProjectTable.
Thanks in advance
Sreejith Nair
Hey Jonathan,
Hope you are doing good. Myself Sreejith, an AX developemer from India. I need a clarification, regarding “work item owner”. I am not able to find out a proper defenition for it. Can you please help me with it.
As per AX 2009 workflow; If I am assigning a record to you, then who is the work item owner? (Role based workflow)
Thanks in advance.
In my PO workflow work items are not getting.can you please help me with it in AX 2009
The workitem owner is the person to whom the record is assigned.
Jonathan, Thank you for your reply. Here, I am sharing my findings.
Workflow using “resolveParticipant” method in the class “SysWorkflowEventDispatcher” to identify Work item Owners. For the same following code snippet is getting executed
case WorkflowActorType::Participants:
// we should rename this – it means work item users
// add all users associated with the element id to the user list
while select workItemTable
where workItemTable.ElementId == _elementId
{
users.add(workItemTable.UserId);
}
break;
This query executed on the “WorkflowWorkItemTable” table and select all records with the same element id as the current record element id. There can be other workflow records with same element id in “WorkflowWorkItemTable”.
So this will end up in identifying in-correct person as workitem owner.
Share your thoughts please.
Cheers,
Sreejith Nair
Hi,
My workflow gets activated but it is not assigned to the user i assigned..
please help
Hi Emine.
Please check the following:
1. Your workflow history (Basic -> Enquires -> Workflow history) to see if there are any basic errors being reported against your workflow.
2. You batch server event log for any errors that may be occurring
3. If your workflow is assigned but to the wrong person, check your delegation settings to see if the person hasn’t been marked as on leave.
Kind Regards
Jonathan
Jonathan,
I am facing the same problem,but the scenario is different.
I have 21 different workflows, all of them work fine with proper hierarchy. but some times the workflow approval starts but it is not assigned to anyone and remains in the same state.
The batches are running proper also the approvalAmount is <1000.
Please suggest.
Hello Jonathan,
I am working on AX 2012. I have issues with Workflows.I have an issue with Workflows in AX 2012. Below are the steps I used for Workflows:
Step 1) Created a new Workflow Categories for Sales order module.
Step 2) Created a new Query (drag the Sales Table and changed the property to dynamic)
Step 3) Go to Workflow type ->addins->and a new workflow type is generated which consists of classes, workflow, menuitems and workflow types.
step 4) Now I create a new base enum and add four elements (Submitt, approve, reject, not submit)
step 5) I add a new enum on Sales table and change the enum type to enum we created in the previous step.
step 6) Now I add a form to my project Ex:: SalesTableFormList page and change the following on the design node:
Workflow enabled: Yes
Workflow datasouce: SalesTable
Workflow Type: SalesCreditLimitAppr1WFType (The new workflow type that was generated when we run the workflow type wizard)
Note that here Iam getting the following error ” Query does not contain 1 data source(s)”
Need help on this, please
Regards,
Amith
Hi jonathan,
After an employe enter his timessheet and submit it to workflow, I want to assign it to his manager for approval by x++ . Can you please help me.
thanks
Kind Regards
Abdelghani
hi there can you please guide me as to which class the workflow assignee is assigned to. I am trying to create assignment on dimension based, but i am not able to figure out the exact location where the assignee is resolved and assigned to.
the classes i came accross which has a userId(workFlowUser) assigned are
1. SysWorkflowEventDispatcher
2. SysWorkflowWorkItemContext
am unable to find out the exact code which needs to be modified so that i can assign it to my user as per my conditions.
any help would be greatly appreciated.
thanks a lot.
Hey Jonathan
Can you help me one strange error which I am getting while submitting a purchase requisition to workflow. I am having “Exception thrown in SysWorkflowEventDispatcher-onAcknowledgeElement SysWorkflowEventDispatcher-raiseElementAcknowledgementEvent : Web service failed: workflow id WFI000055 ClrObject static method invocation “. The error is not so frequent as it comes only sometime, I have re-installed workflow component but still same.
Hi Surender. You may want to check your event handlers that they are not issuing any errors. You can also check that you dont have any AX environments pointing to incorrect workflow websites. E.G. Test environment referencing a live workflow website.
Do you have any idea of class which I may need to check specifically ? Also I have noticed my workflow works absolutely find if does not have any condition defined at approval steps however it throws the error in my previous post when I run a workflow with a purchase requisition configuration having some condition defined at approval steps. I have defined 10 approval steps which condition e.g. if PurchReqTable.ApprovalAmount >= 1 and PurchReqTable.ApprovalAmount <= 1000 then execute approval step 1 and so on.
Hi Jonathan,
Can you please help me on Custom Fields in Workflows. From your previous blog you said to create a new method ie addCustomMergeValues() with the code provided.
Is this under EventNotification Class ? or EventNotification ?
Do i also add this.addMergeValue(‘assignedToName’, inbox.UserId); in the AddBaseMergeValues method ?
Hi Tay, if can you send me your email address and I will send through some sample code. My address is available on the about me page.
hi Jonathan, i have a problem with workflow in DAX 2009, the yellow bar is still not displaying, i can´t understand why, i did all you said but its not working, the workflow batch jobs are running, im trying to create a workflow for purchase requisition but when i create an orden and i save the changes nothing happen, could you help me? what may be missing? whats the problem? thanks a lot.
hi andrew,
go to table design properties check whether worflowenabled=true,workflowdatasource=ur table name
Sir,
when i am using workflow i am getting this error ClrObject static method invocation error may i know the reason why this error comeing
Hi Aslam. Normally your EventViewer in windows will give you a bit more information. Check both the standard list of events as well as the Workflow section (on the iis machine hosting your workflow website)
hi sir ,
My problem is that when i am runing workflow in the alert form this type of message getting The web service failed unexpectedly. Please refer to the Event Log “Microsoft Dynamics AX Workflow” for details. and also one error infolog also comeing with this error
SysWorkflowMessageQueueManager-run
SysWorkflowEventDispatcher-onAcknowledgeWorkflowActivation
SysWorkflowEventDispatcher-raiseWorkflowActivationEvent
ClrObject static method invocation error.
Exception has been thrown by the target of an invocation.
i am using server instance when i am checking in the event vier
control panel->system admin security->adminstrative tools-IIs manager-> in that i am not getting any workflow instance and also when i am checking in the eventviewer ->Application logs–>in the source->Side by side error ->in that Activation context generation failed for “C:\Program Files\Microsoft Visual Studio
10.0\Common7\IDE\Remote Debugger\x64\msvsmon.exe”. Dependent Assembly Microsoft.
Windows.Common-Controls,language=”*”,processorArchitecture=”amd64″,publicKeyToken=”6595b64144ccf1df”,
type=”win32″,version=”6.0.0.0″ could not be found. Please use sxstrace.exe for detailed diagnosis. it is showing sir
please help me i really thank full to you .
sir ,
tell me one thing in the adminstration module in the setup WorkflowSetupWizard form is there when i am runing that wizard in that Url option is there when installed workflow at that time only Url given in the server instance but when i am clicking the validate Button it is given some error like Unable to connect to the remote server why it is giveing like that infolog.
please help me i really thank full to you sir,
Hi Aslam, it is most likely that your address that you entered for the workflow website is incorrect, please check that you have got the servername specified correctly and that it is not using name like localhost (if IIS is not running on the same box as your AOS/Batch AOS). You can also check out this post for more details: https://workflowax.wordpress.com/2010/01/12/workflow-walkthrough-infrastructure/
Hi Jonathan,
can we add a new line in a timesheet with status returned? I am able to insert à new line, but when i submit, it generate an error(you can’t submit to workflow). do you have idea about this behavior ?.
Best regards
thanks for this blog , it’s very helpful
Hi Amir, unfortunately I haven’t really worked with the Timesheet workflow extensively. You should be able to do a bit of reverse engineering by looking at the TrvWorkflowActions class. Kind Regards Jonathan
Hi Jonathan,
Please can you assist with an issue I am having with the Workflow Due Date Expiration Job.
Get the following message:
SysWorkflowEventDispatcher-onWorkItemEscalation
Failed to Find workflow instance
Workflow work item escalation failed.
The other 2 work flow batch jobs run fine…i.e Class:SysEmailDistributor and SysWorkflowMessageQueueManager however WorkflowWorkItemDueDateJob gives the above error.
Regards
Odette
Hi Jonathan,
I have an issue on workflow-ep-development. I ‘ve implemented the workflow-Action-bar in EP AX2009. The dialog for delegating a purchase requisition is not working correctly. The EmplTable lookup appears in the left corner of browser and doesn’t deliver the selected value.
any hint would be great.
Thanks dan!
Hi Jonathan,
Excellent blog. I always come here first when I’m looking for something on workflow.
I have a question around hierarchies in aX 2012. I have a situation where I don’t want the requester to be the person who approves the purchase requisition. It’s related to a segregation of roles. For instance, the requester could be a purchasing manager who wants a new computer for his department. In essence, AX should assign the PR doc to the purchasing manager for first approval, but also get that person’s immediate manager to approve the requisition. I am not sure how AX handles this.
Another issue I have is around PO workflows. In essence, I’d like the last approver to be the person who approves a price change request. So, if a PO is changed by say 10%, then the last approver needs to see the price change and then re-approve. However, AX doesn’t seem to have the option for last approver. I’m not sure if this requires a modification to the provider class.
Thanks very much for your feedback.
Cheers,
Dee
Hi Dee. In response to your first question: I’m not really sure what the best practise solution would be, I would imagine it would center around using Heirarchy Providers, you could either make use of the standard one provided if you are using the AX HR structures or create a custom Heirarchy provider if you have created your own structures.
I tend in scenarios like this to just write a custom ParticipantProvider class that analyses the record and returns the exact users that i would like it to, e.g. The purchasing manager and Immediate manager. One could either return them together if it is a single approval step or have two different tokens that the user could choose in config. E.G. ‘Purchasing Manager’ and ‘Immediate Manager’.
In regards to your second question: You can certainly specify a ‘Final approver’ by selecting the approval (not the individual step) node from your graphical configuration editor, right click properties, select ‘Advanced’ Select use final approver and then select a user. However I’m not aware of any way of adding a condition to a final approver (in the way AX defines it. If you wanted to accomplish a ‘Final approver with a condition’ you could simply add an additional step to your approval, this step you can Run condition to.
I hope this helps a little.
Hello Jonathan..
I hope you are doing well.. great stuff on your site and congratulations on becoming a workflow guru. Quick questions.. AX2012 workflows are present in different areas of the AX2012 application.. is there anyway to add a workflow to areas in AX2012 that do not have workflows? Example Inventory Management/Production Control.. I am in the need of creating a wflow process to this areas and I was thinking in adding all componenents on the AOT but before going this path I wanted to do some sanity check….
Hi. I’m glad that you enjoy this site and my comments and thoughts about workflow. Workflow can be added to any functional area of AX2009/2012. In order to get the menu item available in a module where it doesn’t currently exists you can do the following:
1. Duplicate a display menu item such as WorkflowConfigurationPurch
2. Rename the menu item to WorkflowConfigurationInvent
3. Change the menu item label to “Inventory Workflows”
4. Select ‘Inventory’ from the enumparameter property on the menuitem
5. Save the menu item.
6. Drag the newly created Menu Item to your Menus->InventoryAndWarehouseManagement->Setup node in the AOT. Save the menu.
All the new workflow types that you create should then be linked to a new workflow Category that you create in the following way.
1. Right click on the workflow Categories node in the workflow section of the AOT
2. Select New workflow category, name the new category ‘InventCategory’
3. Provide a label and helptext
4. Select Inventory from the module option.
I hope that helps a little bit
Kind Regards
Jonathan
it works.. thx
Hi Jonathan
This is wonderful blog on the ax workflows and really helped me lot while I was setting up the purchase requisition workflow for my current company. I have query about the notification, is there any way we can send notification when a particular approval step starts in ax so that approvers can be notified about an action that they have to take
Regards
Surender
Hello Jonathan
I am Muhammad Saad an AX Consultant from Pakistan; Workflow in AX-2009 at a customer has started an abnormal activity for last three days.
Actually Last week Workflow Web Service failed to start, we recovered it and it started again but after that Workflow batches were not running, we deleted them and created new batches and the job started working.
Now the current status is Job is running but few of the workflows are being submitting by user and it is being assigned to relevant person but for few workflows, work items are not being created and status is at Pending.
It seems like job is running but for few workflows it is not running.
Kindly help.
Regards
Muhammad Saad
Hi Muhammad,
I would suggest that you try and cancel one of these items in the workflow history form and resubmit it to see if it starts to process.
Hi Jonathan
I have requirement where I have to modify the code behind the submit button of purchase requisition workflow. Basically requirement is to allow the user to select the approver which I have done in rich client. But I also have to do the same thing in EP. So when user will click on submit button in EP purchase requisition page it should show you a grid populating with users. I confused how to achieve this in EP as I dont know how the submit button on EP working.
Regards
Surender
Hi Surender.
Unfortunately I have very little experience in the EP side of workflow. So I can’t really help you out on this one.
Kind Regards
Hi Jonathan,
Your website is really very helpful for us. I’m glad that I found this site.
Anyways, Could you please help me… How can I revert those approved requisitions back to submit status? The reason is there’s a requisition that been approved but haven’t create the purchase order. So in order for user not to create again 15 non-stock items line, then I’m just going to cancel that requisition so that user can just resubmit it.
Hey Jonathan,
No worries. I just found the solution. Thanks anyway.
Cheers,
Glenn
great source of information !
have you any experience with development of dynamic role assignments ?
example:if sales person x has initiated the process then resolve his manager from a custom field in the employee table or from an HR hierarchy and then assign the approval to that manager, or similarly assign the approval based on a field in inventtable according to a specific item selected ?
thanks !
Hi Royk, I’m moving your question to the Questions page on my blog. https://workflowax.wordpress.com/questions/
HI good to see your reply i am facing problem in workflow of Purchase Re question. When Reject workflow its workflow status is rejected but on action bar its available submit option. what’s the problem?
Hi.
When a user Rejects a workitem it is rejected back to another user for re-submission. I think Microsoft’s terminology is a bit confusing for this action. If you want the workitem to not continue you can use the Deny action type.
Regards Jonathan
Great Blog! I have a question regarding workflow history and tracking details. Is there a way to see what changes have been made on Purchase requisitions. It would be great if we can see price changes, vendor changes etc. and keep track of these under tracking detail. Is this possible?
Thanks!
Hi Hakan,
Are you working with AX2009 or AX2012?
The best solution is really Database logging. But Purchase requisitions also have built-in history/versioning that is saved whenever the status is changed.
Hi Jonathan,
This is a really helpful blog. I have a problem with AX2012 workflow notifications that is intruiging me.
I have 2 companies (Company A and company B). Both have a budget register approval workflow. In my scenario the approver is the same user for both companies and is set up as a user ID linked to company A.
If I submit a budget register entry in company B the notification the approver receives still shows company A in the notification screen and when he clicks Go To Origin, AX does not open the budget register entry in company B to which the notification relates. Instead it opens the latest budget register entry in company A.
I have tried changing the company on the approvers user ID to see if this was the cause but this had no effect (which in some ways is good as I want him to be able to approve for both companies). Do you know what the cause of this issue is?
Thanks for your help.
Alan
Hi Alan.
Unfortunately I haven’t come across this specific issue before, but I would suspect that this is a core workflow bug. Under which company are your workflow batches running? Is your workflow configuration a “Organisation wide” workflow or a company specific one?
Kind Regards
Hi Jonathan,
great blog indeed!
I have two questions about workflow history:
1. Users can not see company in workflow history and also in lower form, is it not possible for them to see Overview and Work items tabs. I tried with all combinations of rights, but it is working just with admin rights.
2. We have WF on LedgerJournalTable and I would like to add there for specific group of users (buton in yellow toolbar on form) rights to delegete, cancel and etc., also to see WF history through that yellow button if they are not creator of that particular WF. Is that possible?
Thank you very much in advance
Kind regards
Darinka
HI Jonathan,
In one of our implementation we have to change the configuration setting in production enviornament, however there are multiple workflows which are already running & assigned to various. As we make changes in the configuration system creates a new version, if i make those version active than what happnes to my WF’s which are already running & assigned (with old version)?
Will be glad to see your reply on this.
Regards,
Ashish
Hi Ashish.
The workflows submitted before making a new version active will continue through the entire process on the old version of your configuration.
Regards
Hi Jonathan, I’m new to AX. We are in the process of implementing AX 2012 R2. Do you know if you can scan a document and route it for approval in AX without creating the transaction (i.e. PO or Invoice)?
Thanks!
Marisol
Hi Marisol.
Workflow has to be attached to an actual record in Dynamics AX. My recommendation is that you create a new table to which you link a single scanned document, you could then use this record for workflow.
Regards Jonathan
On Wed, Nov 21, 2012 at 5:29 PM, Dynamics AX Workflow Wanderings
Awesome job Jonathan! Keep it up!!!
Hello Jonathan,
I am working on AX 2012. I have issues with Workflows.I have an issue with Workflows in AX 2012. Below are the steps I used for Workflows:
Step 1) Created a new Workflow Categories for Sales order module.
Step 2) Created a new Query (drag the Sales Table and changed the property to dynamic)
Step 3) Go to Workflow type ->addins->and a new workflow type is generated which consists of classes, workflow, menuitems and workflow types.
step 4) Now I create a new base enum and add four elements (Submitt, approve, reject, not submit)
step 5) I add a new enum on Sales table and change the enum type to enum we created in the previous step.
step 6) Now I add a form to my project Ex:: SalesTableFormList page and change the following on the design node:
Workflow enabled: Yes
Workflow datasouce: SalesTable
Workflow Type: SalesCreditLimitAppr1WFType (The new workflow type that was generated when we run the workflow type wizard)
Note that here Iam getting the following error ” Query does not contain 1 data source(s)”
Need help on this, please
Regards,
Raj
Hi Jonathan.
I trust you are well. I’m working with AX 2012 purchase requisition with conditions. I need to enable conditional workflows approval depending on the warehouse of an item requested but for some reason, the conditions are not evaluating to true. I’m working with both purchase requisition and line item approval. Might you have ever come across this. I will appreciate your input.
Best regards,
Isaac
Hi Isaac
I have had some issues where the conditions didn’t evaluate correctly. This is sometime due to multiple fields having the same label text (strange bug) I sometimes just write display methods that return just a yes or a no for use in conditions.
On 19 Mar 2013, at 1:46 PM, Dynamics AX Workflow Wanderings
Hi Jonathan
I have developed a new workflow for a custom(new) AX module. I am using conditional workitem queue for the assignment of workitem. The workitem does get created and gets assigned to the appropriate queue as evident from the “view history”.
But the workitem is not appearing in the Workitems List page. I noticed that the AX table WorkflowQueueDocumentCommonFields is not being populated for my workitem, can you please help me out in this issue!!
Regards
Suhaib
Adding to above post, I have also observed a behavior that on submitting the workflow the ‘submit’ button changes to ‘actions’, but after a minute the button changes back to ‘submit’ automatically.
Have you ever observed this kind of behavior?
Regards
Suhaib
Suhaib !!did you sorted it out. I am facing the same issue
Hello Jonathan,
Thank you for your blog. I have a question related to the AX 2012 workflow. when i submit a change request, the workflow restarts and goes back to the originator; while i want it to go back to the previous step. is it possible to accomplish that?
Moreover, when a work item is rejected, the status of the workflow becomes rejected; however the originator can still re-submit the workflow. How to disable this functionality?
Last, When you use for instance the line item review for PR workflow, the line status changes according to the action however if one line ( item) gets approved, it does not appear by itself in the released approved PR in order to convert it to PR but rather awaits until the whole workflow for all items is finalized. Is there a way to overcome this?
Your help is much appreciated.
Thank you,
Lama
stopped (error) workflow approval status cannot be changed journal
What is the error message displayed in the history of the workflow?
Hi Jonathan,
I am Bharat a AX Technical from India. While doing Purchase Requisition Workflow in Ax2012 , the workflow suddenly stops. In the Event viewer the ” Event Id – 180 ” is displayed. Ageinn the event data is showed as “RPC exception 1702 occurred in session 10 process is Ax32Serv.exe thread is 129084(User: Admin, ClientType: Worker) error in workflow in ax 2012”. is shown. Please help me to resolve this Issue
Hi Bharat. Please try perform a full-CIL compile
I am getting this error when submitting absence request through Ax ESS. Please help.
10/23/2013 03:25:20 pm:
Stopped (error): X++ Exception: Work item could not be created. Insufficient rights for user malou.p.
at SysWorkflowWorkItem-create
SysWorkflowWorkItem-createWorkItems
SysWorkflow-save
SysWorkflowQueue-resume
SysWorkflowMessageQueueManager-executeTask
SysWorkflowMessageQu
Its possible that the person to whom the workitem is to be assigned doesn’t have access to either the record or the form from which the record will be approved.
It is an absence request. So could you please give me an idea about the form or record to be given access permission to the user. I have go through almost all the duties and privilages, but no result.
The workflow is created under Travel and expenses > Business Travel Workflow
Hi jonathan,
I have an issue with the notification being generated from workflow. Wen i open notification form and click “go to origin” for a record submitted from workflow it open a wrong form.
Can u help me with this?
On the Approval or Task in your AOT Choose a different menu item under the “Document MenuItem” property.
On Thu, Feb 6, 2014 at 4:02 PM, Dynamics AX Workflow Wanderings wrote:
>
Thanks for the prompt reply.
I did change the the menuitem at approval. But still it shows the old form.
I’m using an “Approval”. so i changed the menu item at “Approval” under the “Document MenuItem” property. But still it shows the old form.
i tried to debug the whole senerio. What i could find out was that wen new record is inserted in WorkflowWorkitemTable it passes the value of the old menuitem to the “menuitemName” field in “WorkflowWorkitemTable” table. It takes tis name from an array being made which takes the value from unpacking a old version. How can i stop this unpacking so that it gets the new menuitem.
hi all,
issue resolved. had to change the Document MenuItem” property on the WorkflowType under ( Workflow -> WorkflowType -> ur workflow Object -> properties)
Thanks :)
Hi Jonathan
I have an issue when i try to open the “WorkFlow Infrastructure Configuration Wizard”. The Wizard is not coming up instead i am getting the following error:
Error executing code: Wrong argument type for function.
(C)\Classes\WorkflowSetupWizard\new – line 75
(C)\Classes\WorkflowSetupWizard\construct – line 3
(C)\Classes\WorkflowSetupWizard\main – line 3
I compiled all these classes and there were no changes made to these classes. Can you help me in fixing this.
Hi Deepak.
I’m not sure what the exact issue is here as I have never experienced it before. Normally when you get an error like this it is because your client/AOS/Application are out of sync in regards to the Hotfix rollups that they are on.
Regards Jonathan
On Thu, Mar 6, 2014 at 5:37 PM, Dynamics AX Workflow Wanderings wrote:
>
Deepak, I am having the exact same problem with the WorkFlow Infrastructure Configuration Wizard. Did you find a solution to your problem?
Deepak, I resolved that error. The reason it fails is due to corrupted batch data records in the batch table from a previous run of the wizard. Delete the three Workflow batch records from the Batch table in the AOT. And try to run the wizard again.
@Wynter: thanks for the soultion. My issue got resolved after deleting records(wfexc account) from batchjob table.
Hi Jonathan,
I am facing the same problem as Shuhaib. Our work flow is working fine and I can see the work Item assign to me under Home > Common > Work Item > Work Item assign to me. Nevertheless, I cant see any thing under Home > Common > Work Item > Work Item assign to my Queues. I have figure out that table WorkflowQueueDocumentCommonFields is not being populated. Can you please help ?
Regards,
“Workflow error! Unable to send notification Failed to find workflow instance.. Please contact your system administrator.”
my workflow is runing fine but i am faceing this error in the event log
can u help me out with this error
Please check that your BCProxy account is pointing to the correct AOS instance.
On Fri, Jun 13, 2014 at 10:09 AM, Dynamics AX Workflow Wanderings wrote:
>
Hi, How to add a task in the “Review project quotation” workflow?
Create a Task in the tasks node of Workflow in the AOT that is linked to the same workflow document class as the “Review project quotation” then add the task to the workflow type as one of the required or allowed elements.
On Tue, Jun 24, 2014 at 1:02 PM, Dynamics AX Workflow Wanderings wrote:
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Hi Jonathan
We are using Expenditure Reviewers to ensure that a Project Manager has to approve expenditure against their Projects, but are getting the following error when the Workflow Originator is also the Project Manager (PM).
Stopped (error): X++ Exception: Participant token ‘Project manager approval’ does not resolve to any user
at SysWorkflowParticipantProvider-resolve
SysWorkflowParticipantProvider-resolveParticipants
SysWorkflowServiceProvider-resolveParticipant
SysWorkflowQueue-resume
I guess we can turn on the Final Approver option, but as far as I am aware these can only be pointed to one person.
Having the PM approving the own expenditure is an acceptable option, as the next step in the workflow is to send the item to the Managerial Hierarchy for spend-limit based approval. Alternatively, a Conditional Decision to assess whether the submitter is also the PM (and if so, bypass the PM approval process) would be OK, except the PM is not an available field as far as I can ascertain.
Thank you and regards
Sorry Jonathan – I was duped! The issue was something else completely, and has now been resolved.
Hi David,
I see you have resolved the issue. Just for future reference could you clarify what how you resolved it? I would suspect that it relates to not having a Project Manager selected on the Purch Req’s project or not having the Project Manager linked to a user.
Regards
On Mon, Aug 4, 2014 at 1:25 AM, Dynamics AX Workflow Wanderings wrote:
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Hi jonathan,
I’m getting “Service node error generation” and service class was not generated, when I’m trying to create a document service. Can u please tell me where i’ve gone wrong and how to rectify that! Thanks in Advance!
Try do a full system and CIL compile.
On Thu, Aug 7, 2014 at 8:25 AM, Dynamics AX Workflow Wanderings wrote:
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boss i have query,we have multiple company in ax 2009,when i create sales order for a company so for some company the delivery address value data insert in to street field from which automatic fetch that data into delivery address field by default,which meet our requirements,but for one company this process can not be occur ,that is no data can fetch from street field to delivery address which create inconsistency in sales confirmation report..
Hi Jonathan,
Can you please help me. I have add new Financial Dimension in the AX. When I use the workflow, it have message error “Error executing code : The field with ID ‘327699’ does not exist in table ‘PurchReqTable’ ->(S)Classes\SysExpression\buildXPathDocuement – …..”
Can you help me on this.
Thank you.
Hi Jonathan,
Is it possible to change the label at runtime for AX Standard Cancel button to Close button?
If yes where exactly we have to change in code?
Thanks & Regards,
Raj
Each workflow has a cancel button linked to the template. Locate the menu item and simply change the label there.
On Tue, Sep 23, 2014 at 3:45 PM, Dynamics AX Workflow Wanderings wrote:
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Thanks for your reply jonathan,
Its not like simply change the label. In all the places it has to work like standard cancel functionality. But one particular condition it has to work like close functionality that written the code but not able to change the label from cancel to close at that time.
Is it possible to change label from “cancel” to “close” at run time?
Thanks & Regards,
Raj
Hi Jonathan,
Can you please help me. I have created a new Workflow in Purchase order. Created a purchase order Header and Lines, submitting the workflow after, complete the workflow. Approval Status is Approved. In this process one Line is created in Inventory transactions form by default. But when I attaching the workflow lines are not creating in Inventory transactions form.
when I removing the workflow lines are creating in Inventory transactions form.
Please help me how to rectify this problem.
Thanks,
Balu
Hi Jonathan,
I have created a workflow for sale credit approval which was working fine till yesterday. But now when i am trying to start the workflow using Tutorial_workflow form !! Ax 2012 doesnot respond
( ax applicaton gets hanged) which means this batch job is unable to run .Please help..
Thanks in advance
Karan Sambher
hi
i have created customized workflows in ax 2012 ….now i got requirement to create customized workflow in ax 2009 …. do u have ny guide or steps for creating it in ax 2009 .
Have you ever faced this?
https://community.dynamics.com/ax/f/33/t/153512.aspx
Hi Jonathan,
I have a problem where I have created and activated a new version for a purchase requisition workflow. Although when I create a new purchase requistion and submit it to the workflow it uses an old version of the workflow, it is not even the last version before the latest one. Two versions back.
Any idea what it could be?
Best regards,
David
Hi David.
Workflow instances will remain on the version that was active when it was initially submitted. You will need to cancel (recall) the workflow and resubmit from scratch if you want it to move to the latest version
On Wed, May 6, 2015 at 4:35 PM, Dynamics AX Workflow Wanderings wrote:
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Hi,
Thanks for the reply, but newly created requisitions today are still submitted to an old version which is not Active. Could it differ between different users? It shouldn´t…
Br
David
Hi David.
Please ensure that the newest version is marked as active. Also if you are using 2009, each company has its own set of workflow configurations that need to be updated for PR’s
On Thu, May 7, 2015 at 1:22 PM, Dynamics AX Workflow Wanderings wrote:
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I use AX 2012 R3 CU8
Workflow: Purchase requisition Review
Version Active: 1.0.7.0
Version that requisition use: 1.0.5.0 (two versions back)
I have checked it Three times that the newest version is used.
Sorry latest version is active I mean.
Got this answer from Community, will try that and come back with result:
“Make older version inactive or delete it and reset the cache file for the machine. If its happening with server (Production Environment) delete the cache and restart the service. And try to check it again.”
Hi Jonathan,
I have an issue where if the ax2012 workflow task is returned due to time out on the escalation path the workflow is assigned to a generic account rather than to the original submitter. I was not able to replicate this behavior in my local environment- Before logging into the clients environment I thought I would as for suggestions before poking around. Could this be an issue with the user /employee relation of the submitter?
Hi Wayne. Can you mail me your workflow history? Normally escalation paths are relatively final such as either “approve” or “reject” which wouldn’t assign the workflow to anyone.
What workflow types are you making use of?
Hi Jonathon,
It will be custom as it is from a 3rd party ISV. I thought perhaps this may be generic behavior. Essentially what happens in the history is the task gets escalated, delegated and then times out. This repeats for all assignees then the work item is automatically rejected – At this point the work item is assigned to the system account – If this is not standard and controlled by the workflow type I can have one of the Devs take a look. Cheers.
Hi Jonathon, for the record – I think this looked more sinister than it actually was. The time out condition was set to the reject action on the manual decision in the work flow. This was assigned to a user group which was set to system user hence the workflow being assigned to the system account.
I am trying to create Line Item Workflow for Sales Line. I have created customized Workflow for sales header sucessfully and its working fine. I have also created another workflow for Sales Line but when I try to add Sales Line Workflow to the Sales Header workflow , LineItemWorkflowRealtion property is empty and whenever I try to create LineItem Workflow Types , it dosenot show me the the Sales Line Workflow template.
Hi Jonathan,
I have created new workflow for sales quotation and activated the sales quotation, but yellow bar is missing on the sales quotation list page form and I have enabled the workflow on the list page form , Can you tell what I am missing in the development?
Hi.
My checklist is as follows: https://workflowax.wordpress.com/2010/09/20/why-is-my-yellow-workflow-bar-not-displaying/
Hello Jonathan
I am trying to develop a report using Atlas. I can not find where the requisition name is come from. In the workflow form said Record.
Do you know where it is?
Hi Mary. This is originally returned by the caption method on the Purchase requistion. By default this method returns the two Title fields properties defined on the PurchReqTable. I don’t think it will be particularly easy to pull this directly in Atlas. You will need to join via the “WorkflowTrackingStatusTable”‘s ContextTableId and ContextRecId to the PurchReqTable and then display the fields you need
I need to differentiate workflow approvers technically and need to populate ist approver and 2nd approver into my table.
Hi Satish, please could you elaborate on your question as I’m not sure of your requirement.
On Tue, Feb 23, 2016 at 8:32 PM, Dynamics AX Workflow Wanderings wrote:
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Hi Jonathan,
This is one of my favourite blogs for workflow related stuff. Always useful.
This time am getting a weird scenario during workflow processing where workflow is activated after submission in the view history, but it never moves further. I have done all the know setups such as batch group setup. assigned the server for the batch groups which is checked as batch server.
After all this still my workflow does not proceed further with approval process . Can you give me some inputs on this about what i may be missing.
Thanks in advance.
Regards,
Tarren.
Hi Experts,
This is mani from india.. I have situations that when am doing purchase requisition work flow .. i need to update the user id who is approved or rejected finally into purch req header. Please guide me.
Thanks
Mani
Hi Jonathan,
I am working on purchase requisition workflow in AX 2009. .
I have prepared my own local server , i installed AX 2009 only one instance, IIS 7.0 and SQL 2008 R2. In this server i checked the workflow it’s working fine, i can submit and approve in my local server.
But in another server , 2 AX instances are running(Test and Live) and i have created 2 application pools and 2 websites, URL’s are validating.
The server where i have configured 2 instances in that workflow is not completing. Just submitting, not showing any Approve,Reject,Complete option.
In the bar, it is showing only Cancel and view history. Even if i run the tutorial workflow processor form it is showing 1 record currently in queue.
Is there any multiple AX instance issue??
Please suggest. It’s an urgent requirement.
Hi All,
I have a question, how we can get the current workflow approval element TEXT using X++
Any help in this case will be highly appreciated!
-Tariq
Hi Tariq, under what context are you needing to get the current workflow approval element?
Hi Jonathan,
I have added new workflow type for Transfer Orders in Inventory Module (AX 2012 R3).
When I am trying to setup an instance of new workflow, it comes up with the form to show my new workflow type but after that it throws the following error:
“An unexpected error has occurred while opening the workflow. See the event log on the AOS and contact your system administrator to resolve the issue”
I have debugged the code and it fails on the assembly call *.Model.Workflow::create(*
I have done the following steps but no luck:
1. Delete usage data
2. Stop AOS
3. Refresh WCF
4. Delete AUC files
5. Delete XppIL folder
6. Restart AOS
7. Generate full CIL.
Any help will be highly appreciated.
Thanks in advance.
Regards,
Altamash
Jonathon,
do you have a D365 for Finance and Ops solution for workflow review and approval via email? A few years ago a client of mine purchase Axnosis from you, but that was for AX 2012.
Please let me know.
Thank you,
Mindaugas
what changes need to be done if we want to do the same Purch requestor as approver change in D365 for operation
I hope this is still actively monitored. I’m working with AX 2009 (I know, past time to upgrade) and we’re trying to implement workflow.
When running the workflow, either through batch or the tutorial form, I get an access denied error (Server was unable to process request. —> Access is denied) when calling the static method ActivateWorkflow from the Microsoft.Dynamics.Framework.Workflow.Communication.WorkflowRuntimeServices assembly in the X++ method raiseWorkflowActivationEvent in the class SysWorkflowEventDispatcher
I am totally out of ideas how to debug what is going wrong here. There are no customizations and it’s a standard OOB GL approval WF