Complete a workflow decision [AX 2012]

Updated: January 15, 2014

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

A decision represents a point at which a workflow divides into two branches. To make a decision, you must select one of two choices. The choices are typically Yes and No, or True and False. The choice that you make determines the workflow branch that is used to process the submitted document.

Follow these steps to make a decision.

  1. Open the document that the decision is associated with.

  2. Review the message bar for information about the workflow process. To view detailed instructions, click the icon in the message bar. The following figure shows the location of the message bar and the icon that you can click to view instructions.

    Workflow message bar with the Actions button
  3. A decision can be assigned to multiple people; however, only one person can make the decision. If this decision is assigned to multiple people, but you want to make it, click Actions > Accept. This indicates that you will make the decision.

  4. Click Actions and then click one of the options listed in the following table.

    Option

    Description

    [Choice 1]

    Make the decision.

    A dialog box is displayed where you can enter a comment about the document.

    [Choice 2]

    Make the decision.

    A dialog box is displayed where you can enter a comment about the document.

    Delegate

    Reassign the decision to another user.

    A dialog box is displayed where you can enter a comment and select the user to reassign the decision to.

    View history

    View the workflow status and history of the document.

    The Workflow history form is displayed. For more information about this form, see Workflow history (form).


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

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