WORKFLOW. Microsoft Dynamics AX. Integration of workflow capabilities into journals

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1 WORKFLOW Microsoft Dynamics AX Integration of workflow capabilities into journals June 2008

2 Table of Contents Introduction... 4 AOT > Macros... 4 LedgerJournalWFApprovalTemplates AOT > Data Dictionary > Tables... 4 LedgerJournalName -> Methods AOT > Queries AOT > Class AOT > Forms... 5 Modifications to the form where LedgerJournalTrans records are entered AOT > Menu Items > Action... 6 (Module) WFApprApprove... 6 (Module) WFApprDelegate... 6 (Module) WFApprReject... 7 (Module) WFApprRequestChange... 7 (Module) WFApprResubmitToWF... 7 (Module) WFApprSubmitToWF... 7 AOT > Workflow > Workflow Categories AOT > Workflow > Workflow Approvals... 7 (Module)(JournalType)Approval... 8 Outcomes -> Approve... 8 Outcomes -> Reject... 8 Outcomes -> RequestChange... 8 AOT > Workflow > Workflow Templates... 9 (Module)(JournalType)Template... 9 Required Elements... 9 INTEGRATE WORKFLOW IN FINANCIAL JOURNALS 2

3 Unit Tests... 9 LedgerJournalWFApprovalsTest... 9 LedgerJournalWFTemplatesTest...10 WorkFlowCategoriesTest...10 LedgerJournalWFApprovalsQueryTest...10 WorkFlowDocumentTest INTEGRATE WORKFLOW IN FINANCIAL JOURNALS

4 Introduction Workflow approvals have been implemented to integrate with financial journals, based on specific journal types. The journals capable of being integrated with workflow approvals must originate in the LedgerJournalTable and be accessible by the LedgerJournalTableForm. Currently only those journals defined in General ledger > Setup > Journals may be integrated with workflow. This white paper identifies the areas where code needs to be added or modified to enable workflow approvals integration for a specific journal type. Most of the naming conventions require specific values for the module and journal type involved. Since each journal is specific to a module and has a unique name, this document will use (Module) to represent where a modules name such as: Ledger, Cust, Vend or Purch is required. The document will use (JournalType) to indicate where the journal type is required, such as: Daily, InvoiceRegister, Payment, BankRemittance, etc. AOT > Macros LedgerJournalWFApprovalTemplates Description: This Macro contains the names of all the workflow templates used to provide workflow approval support to selected Financial Journals. Action: Add the specified new element to the macro. #DEFINE. Module)(JournalType)Template('(Module)(JournalType)Template') AOT > Data Dictionary > Tables LedgerJournalName -> Methods public static WorkflowTemplateName findjournaltemplate(ledgerjournaltype _journaltype) Description: This method returns the workflow approval template name associated with the journal type. Action: Add to the case statement an entry for the journal type and specify the name of the template. Case: LedgerJournalType:(JournalType) templatename = #(Module)(JournalType)Template; break; AOT > Queries Description: Queries are used to access the ledger tables required for workflow processing. Action: If the journal requires additional tables or any extended processing is needed a new query and supporting classes may need to be defined. See Queries\ LedgerJournalWFApprovalsDocument for an example. INTEGRATE WORKFLOW IN FINANCIAL JOURNALS 4

5 Description: If a field modification method is required (addition\subtraction). Action: Create a new \Classes\WorkflowDocument\ based wrapper class for the query. See \Classes\LedgerJournalWFApprovalsDocument for an example. AOT > Class Description: Classes to support workflow queries are required. Action: If a new \Classes\WorkflowDocument is need for a new query, create the class and remember to create any required Aggregate fields in this class. See \Classes\LedgerJournalWFApprovalsDocument for an example. AOT > Forms Modifications to the form where LedgerJournalTrans records are entered. public activate(boolean _active) Description: This method handles the event that is fired when focus is given to the form. Action: After the call to super call journalformtrans.manageeditingmodeforapprovedwfapproval. public enablebuttonsactive Description: This method handles the activating and inactivating button elements. Actions: If the method is overridden on the form, add the correct workflow enabling behavior. boolean enabled, workflowenabled; ; enabled = journalformtrans.isjournalenabled(); workflowenabled = enabled; if (journalformtrans.parmisactivewfapprovaldocument()) { workflowenabled = workflowenabled && ledgerjournaltable.iswfuserpermittedtoedit( journalformtrans.parmworkflowworkitemtable()); buttonfetchvouchers.enabled(workflowenabled); // fetch voucher button buttonremovevouchers.enabled(workflowenabled); //remove vouchers button buttoncancel.enabled(workflowenabled); //cancel button buttonmodifyvoucher.enabled(workflowenabled); // new voucher button changedate.enabled(workflowenabled); // change voucher date button changedocumentdate.enabled(workflowenabled); //change document date button if (ledgerjournalengine.approveactive() &&!journalformtrans.parmisactivewfapprovaldocument()) 5 INTEGRATE WORKFLOW IN FINANCIAL JOURNALS

6 { enabled = enabled && (!ledgerjournalengine.approved()); buttoncancel.enabled(enabled); buttoninvoicepostings.enabled(enabled); public enablefieldsactive Description: This method handles the activating and inactivating of field elements. Action: If the method is overridden on the form, add the correct workflow enabling behavior. ; if (journalformtrans.parmisdisabledatasourceforwfapproval()) { Form_ds.allowCreate(false); Form_ds.allowDelete(false); Form_ds.allowEdit(false); ledgerjournaltransinvoice_ds.allowcreate(false); ledgerjournaltransinvoice_ds.allowdelete(false); ledgerjournaltransinvoice_ds.allowedit(false); Data Source\LedgerJournaltrans\ public active Description: Standard event handler that is called each time a record is read by the data source. Action: Modify by evoking element.redraw() at the end of the method. // Redraw the form so that changes are reflected back to the user. element.redraw(); return ret; AOT > Menu Items > Action Action: Create the action menus necessary to support the new workflow approvals. (Module) WFApprApprove Property: ObjectType: Class Object: WorkflowWorkItemActionManager SecurityKey: Any that is required for the module. (Module) WFApprDelegate Property: ObjectType: Object: SecurityKey: Class WorkflowWorkItemActionManager Any that is required for the module. INTEGRATE WORKFLOW IN FINANCIAL JOURNALS 6

7 (Module) WFApprReject Property: ObjectType: Object: SecurityKey: Class WorkflowWorkItemActionManager Any that is required for the module. (Module) WFApprRequestChange Property: ObjectType: Object: SecurityKey: Class WorkflowWorkItemActionManager Any that is required for the module. (Module) WFApprResubmitToWF Property: ObjectType: Object: SecurityKey: Class LedgerJournalWFApprResubmitToWF Any that is required for the module. (Module) WFApprSubmitToWF Property: ObjectType: Object: SecurityKey: Class LedgerJournalWFApprSubmitToWF Any that is required for the module. AOT > Workflow > Workflow Categories Description: Defines the category for the module the workflow is being enabled in. Action: If category for module does not exist add a new one. LedgerJournalWFApprovalMODULE Follow existing LedgerJournal Categories as examples. AOT > Workflow > Workflow Approvals Description: Provide details on any AOT workflow Approvals used to implement this feature. Note: All of the Approvals for this feature will use the same event handler. Each Approval will only list its unique properties. 7 INTEGRATE WORKFLOW IN FINANCIAL JOURNALS

8 (Module)(JournalType)Approval Action: create an approval by setting the metadata properties using the following example. Property Name Label Help Text ConfigurationKey Document StartedEventHandler CancelledEventHandler ParticipantProvider DueDateProvider DocumentMenuItem ResubmitMenuItem DelegateMenuItem (Module)(JournalType)Approval (Journal Type) Approval Use this approval with the appropriate template to create approval workflows for (Journal Type) journals. Most common is LedgerBasic Appropriate WorkflowDocument based class. Ex. LedgerJournalWFApprovalDocument LedgerJournalWFApprEventHandlerElem LedgerJournalWFApprEventHandlerElem WorkflowUserGroupParticipantProvider WorkflowWorkCalendarDueDateProvider Name of menu item which opens the LedgerJournalTable form for this journal type. (Module)WFApprResubmitToWF (Module)WFApprDelegate Outcomes -> Approve Property: ActionMenuItem: (Module)WFApprApprove EventHandler: LedgerJournalWFApprEventHandlerElem Outcomes -> Reject Property: ActionMenuItem: (Module) WFApprReject EventHandler: LedgerJournalWFApprEventHandlerElem Outcomes -> RequestChange Property: ActionMenuItem: (Module) WFApprRequestChange EventHandler: LedgerJournalWFApprEventHandlerElem INTEGRATE WORKFLOW IN FINANCIAL JOURNALS 8

9 AOT > Workflow > Workflow Templates Description: Provide details on any AOT workflow Templates used to implement this feature. Note: All of the templates for this feature will use the same event handler and document. Each Template will only list its unique properties. (Module)(JournalType)Template Action: create a template by setting the metadata properties using the following example. Property Name Label Help Text ConfigurationKey Category Document StartedEventHandler CompletedEventHandler CancelledEventHandler SubmitToWorkflowMenuItem (Module)(JournalType)Template (Journal Type) Template Use this template to create approval workflows for (Journal Type) journals. Most common is LedgerBasic LedgerJournalWFApproval(Module) Appropriate WorkflowDocument based class. Ex. LedgerJournalWFApprovalDocument LedgerJournalWFApprEventHandlerWF LedgerJournalWFApprEventHandlerWF LedgerJournalWFApprEventHandlerWF (Module) WFApprSubmitToWF Required Elements Action: Drag the approval created for the module onto the template > Required Elements. The Approval must be defined with the same Document as the template. Unit Tests LedgerJournalWFApprovalsTest public classdeclaration() Description: This method defines the approvals supported by the test. Action: Add a definition for the workflow approval created. public test(journaltype)approval Description: This method tests the new approval. Action: Duplicate an existing test and modify. public void test(module)(journaltype)approval() { #DEFINE.DocumentMenuItem(Menu item that opens the LedgerJournalTable form for this journal type) ; this.ledgerjournalwfapprovaltest(#module)(journaltype)approval, #DocumentMenuItem, LedgerJournalWFApprovalModule::(Module)); 9 INTEGRATE WORKFLOW IN FINANCIAL JOURNALS

10 LedgerJournalWFTemplatesTest public test(module)(journal Type)Template() Description: This method tests the new approval. Action: Duplicate an existing test and modify. public void test(module)(journaltype)template() { #DEFINE.Category('LedgerJournalWFApprovalLedger') #DEFINE.RequiredElement('(Module)(JournalType)Approval') ; this.ledgerjournalwftemplatetest(#(module)(journaltype)template, #Category, #RequiredElement, LedgerJournalWFApprovalModule::(Module)); WorkFlowCategoriesTest Description: If a new category was created add a test to this class. LedgerJournalWFApprovalsQueryTest Description: If a new query was created add a test to this class. WorkFlowDocumentTest Description: If a new document was created add a test to this class. INTEGRATE WORKFLOW IN FINANCIAL JOURNALS 10

11 Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success. U.S. and Canada Toll Free Worldwide The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, this document should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication. This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property Microsoft Corporation. All rights reserved. Microsoft and the Microsoft Dynamics Logo are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. 11 INTEGRATE WORKFLOW IN FINANCIAL JOURNALS

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