What's New: Workflow [AX 2012]
Updated: February 1, 2013
Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
The following features have been added to the workflow functionality in Microsoft Dynamics AX 2012.
Workflows that were created in Microsoft Dynamics AX 2009 are not upgraded. Before you upgrade to Microsoft Dynamics AX 2012, we recommend that you either process or recall all business documents that have been submitted for processing. For information about how to recall a document, see Cancel a workflow instance.
The workflow editor is a graphical user interface (GUI) that you can use to create Microsoft Dynamics AX workflows by arranging workflow elements on a design surface. The process resembles the process for graphically modeling a business process by using Microsoft Visio. You can add, delete, and reposition elements that represent the tasks and approvals that make up the workflow. You can also add flow-control elements, such as manual and automated decisions. As a result, you can create complex workflows that exactly model the business processes that you want to automate. For more information, see About the workflow editor.
Several new elements have been added to help you design workflows. You can use these elements to design workflows that have alternate branches or branches that run at the same time. These elements include the following:
Conditional decision – A point at which a workflow divides into two branches. The system determines which branch is used to process the document that was submitted by evaluating whether the document meets specified conditions.
Manual decision – A point at which a workflow divides into two branches. A user must make a decision, and this decision determines which branch is used to process the document that was submitted.
Parallel activity – A workflow element that includes two or more branches that run at the same time.
For more information about the elements that you can use to control the flow of documents through a workflow, see Workflow elements.
You can now add automated tasks to workflows. An automated task runs business logic and requires no human interaction. For example, an automated task can perform a credit check, run a report, or update a record.
Before you can add an automated task to a workflow, a software developer must create the automated task. For information about how to create an automated task, see How to: Create a Workflow Automated Task. After the automated task is created, you can add it to a workflow and configure it. For more information, see Configure an automated task.
You can now create workflows for the line items on a document. For example, you can configure a workflow for timesheets so that each line item on the timesheet must be approved by a specific project manager. For more information about line-item workflows, see Workflow elements.
In Microsoft Dynamics AX 2009, you could assign a workflow task to a user, role, or organizational hierarchy. In Microsoft Dynamics AX 2012, you can also assign a workflow task to a work item queue, which is a collection of documents that require processing. A queue must have users assigned to it, and the users are responsible for monitoring the queue and processing the documents that are in it.
You can specify which users are assigned to a queue. A user who is assigned to a queue can complete any of the tasks in the queue. For more information, see Configure work item queues.
In Microsoft Dynamics AX 2009, each workflow could be used only for a specific company. In Microsoft Dynamics AX 2012, a workflow can be used in the following ways:
A workflow can be used across all organizations.
A workflow can be used for a specific organization, such as a particular legal entity.
For more information about the types of workflows that you can create and the organizational structures that workflows can be associated with, see Workflow types.
Notifications may be sent to you when workflow-related events occur. The following improvements have been made to the notification system:
Workflow-specific notifications – Email templates can be used to generate and send workflow notifications. You can now create and use a specific email template for each workflow. As a result, you can customize the messages so that they are appropriate for each workflow. For more information, see Configure workflow notifications.
Grouped notifications – In Microsoft Dynamics AX 2012, you can create workflows for the line items on a document. Because line-item workflows may generate more email notifications, you can configure the system to group the notifications about line-items into a single notification. For more information, see Configure the workflow notification options.
Microsoft Dynamics AX 2012 includes an online analytical processing (OLAP) cube for workflows. By using this cube, you can generate reports that show how a workflow performs. As a result, you can identify bottlenecks in processes. You can also determine whether a workflow is adding efficiency to the business processes, and compare the automated workflow to the manual processes that the workflow replaced. The analysis is focused on the amount of work that was done by the workflow and the time that was required to perform the business tasks that make up the workflow. By using these reports, you can modify your workflows and increase their performance. For more information, see View workflow performance reports.
You can view the history and status of an active or completed workflow and its elements. The workflow history includes data about new workflow features, such as advanced flow-controls, automated tasks, line-item workflows, and work item queues. You can view this data in either the Microsoft Dynamics AX client or Enterprise Portal for Microsoft Dynamics AX. For more information, see View the status and history of a document.