Configure a line-item workflow [AX 2012]

Updated: May 11, 2011

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

To configure a line-item workflow element, in the workflow editor, right-click the element and then click Properties to open the Properties form. Use the following procedures to configure the properties of the line-item workflow element.

Follow these steps to enter a name for the line-item workflow element.

  1. In the left pane, click Basic Settings.

  2. In the Name field, enter a unique name for the line-item workflow element.

Follow these steps to specify whether the same workflow is used to process all line items on a document.

  1. In the left pane, click Basic Settings.

  2. If the same workflow should process all the line items on a document, click Invoke a single workflow for all line-items. Then select the workflow to use to process the line items.

  3. If a specific workflow should process line items that meet a certain set of conditions, click Invoke a workflow for each line-item.

    To define the set of conditions, follow these steps:

    1. Click Add.

    2. Select the condition in the table.

    3. On the Condition name tab, enter a name for the set of conditions that you are defining.

    4. Click Add condition to enter a condition.

    5. Enter additional conditions, if they are required.

    6. To verify that the set of conditions that you entered is configured correctly, click Test. The Test workflow condition form is displayed.

      Select a record in the Validate condition area of the form, and then click Test. The system evaluates the record to determine whether it meets the set of conditions that you defined.

      Click OK or Cancel to return to the Properties form.

    To specify the workflow that is used to process line items that meet the set of conditions, follow these steps:

    1. Click the Workflow tab.

    2. Select the workflow from the list.


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

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