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Finance | Project Operations, Human Resources, ...
Suggested answer

any AX user can submit the workflow? Or we need any specific setup for user to submit the workflow?

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Posted on by 4

Hi All,

Can you please let me know, any AX user can submit the workflow? Or we need any specific setup for user to submit the workflow?

For example - Purchase order workflow

Please give me more shed on this.

thanks!

  • Suggested answer
    Michal Krejza Profile Picture
    on at
    RE: any AX user can submit the workflow? Or we need any specific setup for user to submit the workflow?

    Hi @rp@n,

    I am not sure about your question. In the original post you are asking about users submitting Purchase order into workflow. This is usually managed through security roles for each module.  E.g. Employee role has access to Expense management and therefore can submit Expense report to workflow. Similar is Purchasing agent role - it has access to Purchase orders in AP module and therefore can submit Purchase orders into workflow. Of cause it is necessary at first create workflow and activate change management for PO.

    I am not sure about your second question on this thread. Please clarify what do you want to achieve ?

  • @rp@n Profile Picture
    4 on at
    RE: any AX user can submit the workflow? Or we need any specific setup for user to submit the workflow?

    Hi sahin,

    Instead of curUserId , from where will get the WF batch user id ? that i am looking for

  • Suggested answer
    ergun sahin Profile Picture
    8,816 Moderator on at
    RE: any AX user can submit the workflow? Or we need any specific setup for user to submit the workflow?

    community.dynamics.com/.../which-ax-database-table-has-workflow-assign-to-user-info

  • @rp@n Profile Picture
    4 on at
    RE: any AX user can submit the workflow? Or we need any specific setup for user to submit the workflow?

    Hi Ludwig,

    This is business requirement. Kindly let me know how I will get WF batch user? So, that i can mention instead of curuserId()

    please give me more shed on this

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: any AX user can submit the workflow? Or we need any specific setup for user to submit the workflow?

    Hi @rp@n,

    Why do you want to restrict people from submitting a transaction into the workflow?

    As long as you have approvers setup that check things, submitting things should not be a problem, should they?

    Best regards,

    Ludwig

  • @rp@n Profile Picture
    4 on at
    RE: any AX user can submit the workflow? Or we need any specific setup for user to submit the workflow?

    Workflow::activateFromWorkflowType(workFlowTypeStr(PurchTableTemplate),
                                                _purchTable.RecId,
                                                "Auto submit to workflow",
                                                false,
                                                curUserid());

    Instead of curUserId , how I will get WF batch user id?

    Please give me more shed on this.

    thanks!

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