Activate a workflow

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

After you activate a workflow, users can submit documents to the workflow for processing. There can be several versions of a specific workflow, but only one version can be the active version. Use the following procedures to activate a workflow.

Note

The workflow version that you want to activate must be free of errors and warnings.

Activate a workflow when you save it in the workflow editor

You can activate a valid workflow when you save it in the workflow editor. If there are multiple versions of the workflow, the older version is inactivated when you activate the new version. Follow these steps to activate a workflow in the workflow editor.

  1. Click Save and close to close the workflow editor. The Save workflow form is displayed.

  2. Enter comments about the changes that you made to the workflow.

  3. Click OK. The Activate workflow form is displayed.

  4. Click Activate the new version.

Activate a workflow from a list page for workflows

Follow these steps to activate a workflow from a list page.

  1. Open the module that contains the workflow that you want to activate.

  2. Click Setup > [Module name] workflows. A list page is displayed.

  3. Select the workflow to activate.

  4. On the Action Pane, click Versions to open the Workflow versions.

  5. Select the workflow version to activate.

  6. Click Make active.

  7. Click OK to close the Workflow versions form.