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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Workflow activation in...
Finance | Project Operations, Human Resources, ...
Suggested answer

Workflow activation in AX 2009

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Posted on by Community Member

Hi everyone,

I am facing a problem in workflow activation in AX 2009,

I did all the configuration needed :

- Settings for workflow

- Batch group definition

- Workflow infrastructure configuration

- And the workflow configuration for PR as an example,

Unfortunately, I don't get the action button at the PR details level.

Does anyone know the origin of this problem?

PS: I am adding a customized workflow for a newly added table for which the submit button appears but without any action.

Regards,

Imen Ben Zakour,

  • Suggested answer
    Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,421 on at
    RE: Workflow activation in AX 2009

    Hi ImenBZ,

    Please check this discussion. I think this is the issue you are facing as well.

  • Community Member Profile Picture
    Community Member on at
    RE: Workflow activation in AX 2009

    The workflow step is assigned to a user which is related to an employee.

    Am I skipping any step in the workflow setups?

  • Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,421 on at
    RE: Workflow activation in AX 2009

    Hi ImenBZ,

    Yes. Have you assigned the workflow step to a user group that does not exist? If you open the workflow configuration, you should be able to see it. Please change the group and reactivate the workflow.

  • Community Member Profile Picture
    Community Member on at
    RE: Workflow activation in AX 2009

    Hi Andre,

    Now the action button appears, but the workflow is stopped, and I am getting this error:  User group could not be found.

    is it related to workflow basic configuration?

  • Andre Ghazaleh Profile Picture
    Andre Ghazaleh 870 on at
    RE: Workflow activation in AX 2009

    Hi ImemBZ

    No action button at all? Or the action in the menu are missing?

  • Community Member Profile Picture
    Community Member on at
    RE: Workflow activation in AX 2009

    Yes, I created a new PR after configuring the Workflow. But the action button is always missed .

  • Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,421 on at
    RE: Workflow activation in AX 2009

    Hi,

    After configuring the workflow, did you create a new purchase requisition? You didn't confirm this one.

    For the second point, did you submit the record to the newly created workflow. I am not sure of the steps you have followed for the creation of the new workflow and hence can't suggest anything more.

  • Community Member Profile Picture
    Community Member on at
    RE: Workflow activation in AX 2009

    Hi Gunjan,

    Thanks for your prompt answer,

    Yes, I did configure and activate the workflow for purchase requisition at the workflow configuration level. Am I skipping any additional setup here?

    For the second point, it shows me that no pending workflow exists

  • Suggested answer
    Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,421 on at
    RE: Workflow activation in AX 2009

    Hi ImenBZ.

    Did you activate the workflow for purchase requisitions? If yes, are you testing the workflow after creating a a new record?

    As for the second issue, you can go to AOT > Forms > Tutorial_WorkflowProcessor. Open the form and click on Start.

    pastedimage1601897363753v1.png

    This should process pending workflow items and you can test if your new workflow is working.

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