Skip to main content

AX - Workflow - Direct approver

Can you send a direct workflow approval request to an employee in the system? You can’t do it in standard workflow.
I.e. Can the user select who to send it to. Rather than the template determining it by Role/Hierarchy or specific user.

You can do this very easily witha simple mod.
In this example we will look at purchase requisition workflow.
1. Add a new field to the purchase requisition header. Called “Direct approver” (Employee table).
2. Create a new class called
with the following methods
public class PurchReqWorkflowParticipantProvider extends WorkflowUserGroupParticipantProvider
public WorkflowParticipantTokenList getParticipantTokens()
    WorkflowParticipantTokenList tokenList = WorkflowParticipantTokenList::construct();

    tokenList = super();

    //Hardcoded to make it a readable
    tokenList.add('DIRECTAPPROVER', 'Direct approver');
    return tokenList;
public WorkflowUserList resolve(WorkflowContext _context,
                                WorkflowParticipantToken _participantTokenName)
    PurchTable purchTable;
    WorkflowUserList    userList = WorkflowUserList::construct();
    userList = super(_context,_participantTokenName);

    if (_participantTokenName == 'DIRECTAPPROVER')
        //DirectApprover is the new field I created on the PurchTable
        //I did it all in 1 call but you could break it up to make it readable
    return userList;
public static PurchReqWorkflowParticipantProvider construct()
    return new PurchReqWorkflowParticipantProvider();

Now change the task/approver ParticipantProvider to point to your new class.

When you configure your workflow it should look like this:

Popular posts from this blog

AX - How to use Map and MapEnumerator

Similar to Set class, Map class allows you to associate one value (the key) with another value. Both the key and value can be any valid X++ type, including objects. The types of the key and the value are specified in the declaration of the map. The way in which maps are implemented means that access to the values is very fast. Below is a sample code that sets and retrieves values from a map. static void checkItemNameAliasDuplicate(Args _args) { inventTable inventTable; Map map; MapEnumerator mapEnumerator; NameAlias nameAlias; int counter = 0; ; map = new Map(Types::String, Types::Integer); //store into map while select inventTable { nameAlias = inventTable.NameAlias; if (!map.exists(nameAlias)) { map.insert(nameAlias, 1); } else { map.insert(nameAlias, map.lookup(nameAlias) + 1); } } //retrieve fro

AX - How to use Set and SetEnumerator

The Set class is used for the storage and retrieval of data from a collection in which the values of the elements contained are unique and serve as the key values according to which the data is automatically ordered. You can create a set of primitive data types or complex data types such as a Class, Record or Container. Below is sample of a set of records. static void _Set(Args _args) {     CustTable       custTable;     Set             set = new Set(Types::Record);     SetEnumerator   setEnumerator;     ;     while select custTable     {         if (custTable && !         {             set.add(custTable);         }     }     if (!set.empty())     {         setEnumerator = set.getEnumerator();         setEnumerator.reset();         while (setEnumerator.moveNext())         {             custTable = setEnumerator.current();             info(strfmt("Customer: %1",custTable.AccountNum));         }     } } Common mistake when creating a set of recIds

Import document handling (attachment) files #MSDyn365FO

Out of the box you have limited data entities for migrating attachments. If you search what is already in the AOT, you will see a few various examples. I suggest you look at the LedgerJournalAttachmentsEntity as it is the simplest and cleans to copy from. I wont go into detail but I will give a quick run down of what it looks like. Use the DocuRefEntity as your main datasource. It does most of the work for you. Set your table you want to import for as the child datasource Add the Key You will need to add the postLoad method. There is minor code to update the virtual field FileContents. Below is an export I did for the general journal attachments. The import zip structure should be the same way. It will create the usual artifacts such as the excel, manifest and package header xml files. You will see a Resources folder under that. If you drill down to the resources you will see the attachments. This is an export and it used the document GUID for uniqueness. The other thing is the extensi