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