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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Workflow Configuration...
Microsoft Dynamics AX (Archived)

Workflow Configuration with conditions

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Posted on by Atul Dogra 810

Hi Friends,

i have to configure workflow for Purchase and purchase requisition, for one of my client. they having 2500 retail outlets. Now they are going live only with 25 shops i have to configure workflow on the basis of Site id For Ex:- if order created by A, B, C , D then approval goes to XYZ and if  order created by D, E, F, G then approval goes to some other user, like this way i have to configure for all 2500 sites which is too complicated. so is there any other way to configure this flow. or we can group sites.

Thanks

Atul

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  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,438 User Group Leader on at

    I can see two ways to do this configuration

    1. By Standard AX

      As you specified above you have to use Conditions and you have to hard-code e.g. if submitted by this >> go to this…

    2. By customization

      This way you need to create a custom participant provider and it can pick up decision based on some setup. E.g. you can create a customized setup/form as following

       

    Submitted By

    Approver

    User123

    UserAbc, UserXYZ

    User428

    UserHKJ

     

    Having such setup can be beneficial as users can change configuration any time, they can add new user and remove users without modifying workflow configuration.

    To use/read this setup by workflow you need to create custom participant provider by customization. If you got development skills you can think about #2.

     

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,438 User Group Leader on at

    I have modified heading of your thread from "AX Workflow" to currently what you can see above. This is due to fact that generic headings are hard to identify while searching again.

  • Atul Dogra Profile Picture
    Atul Dogra 810 on at

    Thanks Sohaib

    It's butter to go with customization,we have to create Workflow Matrix.

  • Verified answer
    Vilmos Kintera Profile Picture
    Vilmos Kintera 46,149 on at

    As Sohaib suggested, your best bet is to create a custom workflow hierarchy provider class. That can check the source information, and who is the initiator, and make a decision based on those that who is the next approver in the decision chain.

    Here are some details about the various providers, you can implement your own WorkflowHierarchyProvider

    msdn.microsoft.com/.../hh528513.aspx

    Also check the next entry on the MSDN site that shows how to create it.

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