View the status and history of a document [AX 2012]

Updated: November 8, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Follow these steps to view the status and history of a workflow instance.

  1. Click Home > Inquiries > Workflow > Workflow history.

  2. To filter the list of workflow instances that is displayed in the form, select a workflow status in the Filter by status field:

    • All – Display all workflow instances.

    • Pending – Display only workflow instances that are currently processing.

    • Completed – Display only workflow instances that have completed the required processing.

    • Canceled – Display only workflow instances that have been canceled.

    • Stopped (error) – Display only workflow instances that have stopped because of an error.

    • Unrecoverable – Display only workflow instances that have stopped because of an unrecoverable error.

  3. On the Overview tab in the upper part of the form, select a workflow instance.

    Details about the workflow instance are displayed on the following tabs in the lower part of the form:

    • Overview – This tab displays the status of the workflow instance and indicates where the submitted document is at in the workflow.

    • Work items – Use this tab to assign a task or approval step to another user.

    • Tracking details – This tab displays the history of the workflow instance.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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