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Microsoft Dynamics AX (Archived)

Workflow for Project Stage changing

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Posted on by 3,457

Hello,

I have a requirement where in i need to approval from manager before changing the project stage (for e.g. from created to in process)

how can i achieve this ? thanks

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: AX2012 R3 Workflow for Project Stage changing

    Hi Naveen, There is no Standard workflow available for that purpose. You thus need a developer helping you to realize this workflow. Best regards, Ludwig

  • NaveenKumar S Profile Picture
    3,457 on at
    RE: AX2012 R3 Workflow for Project Stage changing

    thanks, is there any workaround to avoid the workflow?

  • Verified answer
    Sohaib Cheema Profile Picture
    48,811 User Group Leader on at
    RE: AX2012 R3 Workflow for Project Stage changing

    I do agree with Ludwig.

    Might be if your manager can accept this, e.g. Let your security roles has access of read-only for that specific field. And you manager should be the one, having rights of update/Edit for that specific filed.

    or else, customization is ,other way.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: AX2012 R3 Workflow for Project Stage changing

    Hi Naveen, In addition to what Sohaib suggested, there is also a standard feature available ("Project stage rules") that allows you define what is and what is not allowed to do within a certain project stage. Maybe this is something you might also want to take a look at. All the best, Ludwig

  • NaveenKumar S Profile Picture
    3,457 on at
    RE: AX2012 R3 Workflow for Project Stage changing

    Thanks Sohaib, i will try and suggest this to client.

  • NaveenKumar S Profile Picture
    3,457 on at
    RE: AX2012 R3 Workflow for Project Stage changing

    Thank you Ludwig, i think sohaib's solution will fit my requirement. i will try that.  

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