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Chapter5:Workflow5-1
CHAPTER5:
WORKFLOW
Objectives
Th
eobjectivesare:
ExplainsomeofthegeneralfeaturesofworkflowinMicrosoft
DynamicsAX2012.
Discussthearchitectureofworkflow.
Createaworkflowandconfigurebasicsettings.
Describethefeaturesanduseofthew
orkfloweditor.
Configureanapprovalelement.
Configuremanualandconditionaldecisions.
Configureparallelactivities.
Configureasubworkflow.
Configurealine-itemworkflow.
Configuretasksforaworkflow.
Completeaworkflowincluding,reviewingerrors,activatingand
viewingversions,andassociatingaw
orkflowtoorganizations.
ReviewthevariousworkflowtypesavailableinMicrosoftDynamics
AX2012.
Setupworkflowbatchjobs.
Setupworkflownotifications.
Createworkitemqueues.
Reviewuserperformanceonworkflows.
InstallationandConfigurationforMicrosoftDynamicsAX
2012
5-2
Introduction
Workflow
isdefinedintwoways:
Asasystem:WorkflowisasysteminstalledwithMicrosoft
DynamicsAXthatrunsontheapplicationobjectserver(AOS).The
workflowsystemprovidesfunctionalitythatyoucanusetocreate
individualworkflows,orbusinessprocesses.
Asabusinessprocess:Aworkflowrepresentsabusinessprocess.It
defineshowadocumentflowsthroughthe
systembyshowing
whomustcompleteataskorapproveadocum
ent.Forexample,
considerthefollowingillustrationofanexpensereportworkflow.
FIGURE5.1EXPENSEREPORTSAMPLEWORKFLOW
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Chapter5:Workflow
5-31
Procedure:AssignaTasktoaHierarchy
To
assignatasktoahierarchy,completethefollo
wingsteps.
1.IntheleftpaneofthePropertiesform
,clickAssignment.Onthe
Persontab,clickHierarchy.
2.ClicktheHierarchyselectiontab.
3.Tospecifythestartingpoint,selecta
personfromtheStartfrom
list.
4.Tospecifytheendingpoint,clickAddcondition.
5.ClicktheHierarchyoptionstab.
FIGURE5.8PROPERTIESFORM-HIER
ARCHYSELECTIONTAB-
TASKELEMENT
6.Specifythoseemployeesfromtheran
gespecifiedintheprevious
stepthetaskwillbeassignedto.
a.IfyouselectAssigntoallusersretrieved,thetaskwillbe
assignedtoallemployeesintherange.
b.IfyouselectAssignonlytolastuserretrieved,thetaskwillbe
assignedtoonlythelastemployeeintherange.
c.IfyouselectExcludeuserswith
thefollowingcondition,the
systemwillnotassignthetaskto
usersintherangewhomeeta
specificcondition.ClickAddcon
ditiontospecifythecondition.
InstallationandConfigurationforMicrosoftDynamicsAX
2012
5-32
7.
ClicktheTimelimittab.
8.
IntheDurationfield,specifyhowmuchtimetheuserhasto
completethistask.Iftheuserdoesnotcompletethetaskinthetime
allowed,thetaskisconsideredoverdueandw
illbeescalated
accordingtotheoptionsyouselectedintheE
scalationarea.
Procedure:AssignaTasktoaWorkflowUser
Toassignatasktoaworkflowuser,completethefollowingsteps.
1.
IntheleftpaneofthePropertiesform,clickAssignment.
2.
OnthePersontab,clickWorkflowuser.
3.
ClicktheWorkflowusertabandfromtheW
orkflowuserlist,
selectauser.
4.
ClicktheTimelimittab.
5.
IntheDurationfield,specifyhowmuchtimetheuserhasto
completethistask.
Iftheuser
doesnotcompletethetaskinthetimeallowed,thetaskisconsidered
overdueandwillbeescalatedaccordingtotheoptionsyouselectedinthe
Escalation
area.
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Chapter5:Workflow
5-33
Procedure:AssignaTasktoaUser
To
assignatasktoauser,completethefollowing
steps.
1.IntheleftpaneofthePropertiesform
,clickAssignment.
2.OnthePersontab,clickUser.
3.ClicktheUsertab.
FIGURE5.9PROPERTIESFORM-USERTAB-TASKELEMENT
4.TheAvailableuserspaneincludesallMicrosoftDynamicsAX
users.Selecttheusersyouwantthistaskassignedto,andmovethose
usersintotheSelecteduserspane.
5.ClicktheTimelimittab.
6.IntheDurationfield,specifyhowmuchtimetheuserhasto
completethistask.
If
theuserdoesnotcompletethetaskinthetimeallowed,thetaskisconsidered
ov
erdueandwillbeescalatedaccordingtotheoptionsyouselectedinthe
Escalationtab.
InstallationandConfigurationforMicrosoftDynamicsAX
2012
5-34
Procedure:AssignaTasktoaQueue
Toassignatasktoaqueue,completethefollowingsteps.
1.
IntheleftpaneofthePropertiesform,clickAssignment.Onthe
Persontab,clickQueue.
2.
ClicktheQueuebasedtab.
3.
Ifyouwanttoassignthetasktoaspecificqueue,dothefollowing:
a.FromtheConditionalworkitemqueue
providerlist,select
Workflowworkitemqueueprovider.
b.FromtheQueuenamelist,selectthespe
cificqueueyouwant
thetaskassignedto.
4.
Ifaspecificconditionshoulddeterminewhichqueueataskis
assignedto,dothefollowing
a.FromtheConditionalworkitemqueue
providerlist,select
Conditionalworkitemqueueprovider.
b.FromtheQueuenamelist,selectConditionalqueue.
5.
ClicktheTimelimittab.
6.
IntheDurationfield,specifyhowmuchtimetheuserhasto
completethistask.
Iftheuser
doesnotcompletethetaskinthetimeallowed,thetaskisconsidered
overdueandwillbeescalatedaccordingtotheoptionstha
tyouselectoninthe
Escalation
area.
ConfigureaParallelActivity
Youcanuseaparallelactivityfortwoormoreprocessestoexecuteatthesame
time.Toconfigureaparallelactivitytoaworkflowconfiguration,followthese
steps:1.
Right-clicktheparallelactivityonthecanvas
oftheWorkflow
editorandthenclickProperties.ThePropertiesformisdisplayed.
2.
Intheleftpane,clickBasicSettings.
3.
IntheNamefield,enterauniquenamefortheparallelactivity.
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Chapter5:Workflow
5-35
To
configurethestepsofeachbranchintheparallelactivity,clicktheLevel
do
wnbuttonontheActionPaneordouble-clicktheparallelactivityinthe
Canvas.
FIGURE5.10USERREQUESTWORKFLOW-P
ARALLELBRANCHDETAILS
SA
MPLE
Bydefaulteachparallelactivitywillhavetwobra
nches.Toaddadditional
branchesdragtheBranchnodefromtheWorkflowelementspaneintothe
Canvas.Toconfigureoneoftheparallelbranches,doubleclickthenode.Or,
yo
ucanclicktheexpandbuttontoenlargethebranch.Usethecollapseiconto
returntotheoriginalview.
To
returntothemainworkflowwindow,clickLe
veluporclickWorkflowand
in
theworkflowbreadcrumbbar.
InstallationandConfigurationforMicrosoftDynamicsAX
2012
5-36
ConfigureaSubworkflow
Asubworkflowisaworkflowthatrunswiththecontexto
faparentworkflow.To
configureasubworkflow,right-clickthesubworkflownodeonthecanvasand
thenclick
Properties.ThePropertiesformisdisplayed.
Usethefollowingstepstoselecttheworkflowthatwillru
nwhenthis
subworkflowelementisexecuted.
1.
IntheleftpaneofthePropertiesform,clickBasicSettings.
FIGURE5.11PROPERTIESFORM-BASICSETTINGSTAB-
S
UBWORKFLOWELEMENT
2.
FromtheSubworkflowlist,selectanexistingworkflow.
3.
FromtheFieldlist,selectthefieldthatrepres
entstheassociationto
thedocument.
4.
Indicateifthesubworkflowmustfinishproce
ssingbeforethenext
elementintheparentworkflowisexecuted.
a.Ifthesubworkflowmustfinishprocessing,clickWaitforthe
subworkflowtocompletebeforecontin
uing.
b.Ifthesubworkflowisnotrequiredtofinishprocessingbeforethe
nextelementintheworkflowisexecuted,clickDonotwaitfor
thesubworkflowtocomplete.
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Chapter5:Workflow
5-41
2.UsetheinformationintheErrorPan
ewindowtoresolveany
issues.
3.Double-clickanerrormessagetoopenthesourcethatiscausingthe
error.
4.WhenallerrorsareresolvedclickSaveandclose.
5.OntheSaveworkflowdialogentera
descriptionaboutthechanges
youhavemadetothisversionoftheworkflowandclickOK.
6.OntheActivateworkflowdialog,selectoneofthefollowing:
a.SelectActivatethenewversion
tosavethechangesand
activatethenewversion(whichw
illdeactivateonanolder
versionifoneexists).
b.SelectKeepthepreviousversionactivatedtosavethechanges
withoutactivatingthem.Thenew
versioncanbeactivatedlater.
7.ClickOK.
NOTE:YoucanalsoclickSaveandclosewhenerrorsexist.Whenyoudothis,
theSaveworkflowdialogwillappear.Enteranyversionnotesandthenclick
OK.TheActivateworkflowdialogwillnotopen.Theworkflowcannotbe
activateduntilallerrorsareresolved.
TI
P:Ifyouwanttodisregardanychangesintheworkfloweditor,clickCancel.
InstallationandConfigurationforMicrosoftDynamicsAX
2012
5-42
Procedure:ViewWorkflowVersions
Eachwork
flowconfigurationcanhavemultipleversions.
Onlyoneversionofa
workflow
canbeactivatedatatime.Tovieworeditwork
flowversions,follow
thesesteps:
1.
Openthemoduleyouareworkingin,andthenclickSetup>
[Modulename]workflows.
2.
IntheWorkflowslistpage,selecttheworkflowyouwantto
activate,andclickVersionsintheActionPane.TheWorkflow
versionformopens.
FIGURE5.13WORKFLOWVERSIONSFORM
Usethefollowingbuttonstotakeactiononaselectedworkflowversion:
Button
Description
View
Viewtheselectedversionoftheworkflowinread-onlymode.
Modify
Opentheworkfloweditor,sothatyoucanmodifytheselected
versionoftheworkflow.
Make
active
Maketheselectedversiontheactiveversionoftheworkflow.
Delete
Deletetheselectedversionoftheworkflow
.Deletedversions
cannotberetrieved.
Copy
Createacopyoftheselectedversionofthe
workflow.Youcan
thenmodifythecopy,asnecessary.
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Chapter5:Workflow
5-61
Procedure:RuntheWorkflowInfrastructureConfiguration
W
izard
RuntheWorkflowinfrastructureconfiguration
wizardtospecifyhowoften
workflowbatchjobsshouldrun.Ifthebatchjobs
arenotsetup,notificationswill
no
tbesent.ToruntheWorkflowinfrastructure
configurationwizard,follow
thesesteps:
1.OpenSystemadministration>Setu
p>Workflow>Workflow
infrastructureconfiguration.
2.OntheWelcometotheWorkflowin
frastructureconfiguration
wizardpage,clickNext.
3.OntheConfiguretheworkflowmes
sageprocessingbatchjob
page,selectabatchgroup.ClickNext.
4.OntheConfiguretheworkflowdue
dateprocessingbatchjob
page,specifyhowoftenworkflowduedatesshouldbecalculatedby
doingthefollowing:
a.Selectabatchgroup.
b.Enteranumberofhourstoindica
tehowoftenthebatchjob
shouldrun.
c.ClickNext.
InstallationandConfigurationforMicrosoftDynamicsAX
2012
5-62
5.
OntheConfiguretheline-itemworkflownotificationsbatchjob
page,specifyhowoftenline-itemnotification
sshouldbeprocessed
bydoingthefollowing:
a.Selectabatchgroup.
b.Enteranumberofminutestoindicatehowoftenthebatchjob
shouldrun.
c.ClickNext.
FIGURE5.15WORKFLOW
6.
OntheCompletingtheworkflowinfrastruc
tureconfiguration
wizardpage,clickFinishtoclosethewizard
.
AboutE
mailTemplates
Youcanusetemplatestocreatethelayoutofmessagesthataresentbyemail.
Emailmes
sagescanbegeneratedfromnotificationsthatareconfiguredona
workflow.Theemailtemplateprovidespredefinedconten
tforthemessage,and
thedataofthemessageisprovidedthroughthefunction(workflownotification
setup)tha
tusestheemailtemplate.
Emailtem
platescanbecreatedinHyperTextMarkupLan
guage(HTML)or
Extensible
MarkupLanguage(XSLT)format.
Youmust
specifyanemailIDforanyfunctionsrelatedto
whatyouwanttosend
withyouremailmessages.YoucanusetheemailIDtocr
eatetemplatesin
differentlanguages,sothattheemailmessagessentfrom
MicrosoftDynamics
AXarebasedonauniqueemailID.Then,ifthisemailID
containstemplatesin
differentlanguages,emailmessagescanbesentouttouse
rsintheirnative
language.ThelanguagethatissetupforauserintheLan
guagefieldinthe
Optionsformdetermineswhattemplateisappliedwhenanemailmessageissent
tothatuser.
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Chapter5:Workflow
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NOTE:ThedefaultlanguagecodefortheemailIDdetermineswhattemplateto
useiftheuserhassetalanguagethatdiffersfrom
thelanguageofanyavailable
tem
plate.
Procedure:CreateanEmailTempla
te
To
createanemailtemplate,followthesesteps:
1.OpenOrganizationadministration>Setup>E-mailtemplates.
2.PressCTRL+Ntocreateanewe-mailID.Anewlineiscreatedin
theupperpaneoftheform.
3.EntertheE-mailID,E-maildescription,Defaultlanguagecode,
Sendername,andSendere-mail.
FIGURE5.16E-MAILTEMPLATESFORM
InstallationandConfigurationforMicrosoftDynamicsAX
2012
5-64
4.
Clickinthelowerpane.Createmorelinesinthelowerpaneofthe
E-mailtemplatesformtocreatetemplatesin
differentlanguages.
Foreachtemplateversion,enterthefollowinginformation:
a.Thee-mailIDisautomaticallyenteredin
theE-mailIDfield
basedontheIDyoucreated.
b.IntheLanguagefield,selectthelanguagecode.
c.IntheLayoutfield,selecteitherXSLTorHTML,dependingon
howyouwantyoure-mailmessagetodis
play.
d.ClickTemplatetoopenaneditor.Depen
dingonyourselection
intheLayoutfield,theXSLTeditorformortheE-maileditor
formisopened.
CAUTION
:Thedefaultlanguagecodeonthee-mailIDd
etermineswhat
templateisappliedwhentheuserhassetalanguageforw
hichthereareno
templatesavailable.
CAUTION
:Asetofmerge-dataelementscanbeaddedin
thee-mailtemplate.
Themerge
-dataelementcanbemergedintothebodytext
andthesubjectlineof
thee-mail
template.If,forexample,youaddthe%subject%dataelement,the
actualvalueof%subject%ismergedintothee-mailmessagewhenitissent.For
moreinfor
mation,refertotheMergeDataOverviewtopicinthehelp.
Procedure:AssigntheWorkflowEmailTemplate
Youcanuseoneemailtemplateforallworkflownotifications,oryoucanusea
differente
mailtemplateforeachworkflowthatyoucreate.Forexample,ifyou
haveapur
chaserequisitionworkflow,youmaywanttouseanemailtemplate
thatwasw
rittenspecificallyforpurchaserequisitions.
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Chapter5:Workflow
5-65
S
pecifythedefaultemailtemplate
Completethefollowingproceduretospecifythedefaultemailtemplatethatwill
be
usedtogenerateworkflownotificationsthatdo
nothaveanassociatedemail
template.Forexample,ifyoudidnotselectanem
ailtemplatewhenyoucreated
thepurchaserequisitionworkflow,thedefaultem
ailtemplatewillbeused.
1.OpenOrganizationadministration>Setup>Workflow>
Workflowparameters.
FIGURE5.17WORKFLOWPARAMETER
SFORM
2.Selectanemailtemplatefromthelist.
3.ClickClosetosaveyourchanges.
S
pecifyanemailtemplateforeachwo
rkflow
Youcanuseadifferentemailtemplateforeachw
orkflowyoucreate.For
ex
ample,ifyouhaveapurchaserequisitionworkflow,youcanuseanemail
templatethatiswrittenspecificallyforpurchaserequisitions.
Procedure:CreateaWorkItem
Que
ueGroups
A
workitemqueuegroupisacollectionofqueuescontainingdocumentsthatare
pa
rtoftheworkflowsystem.Forexample,ifyou
haveanexpensereportqueue
foreachorganization,youcanaddallofthequeuestoonegroup,sothatyoucan
easilymanagethem.
InstallationandConfigurationforMicrosoftDynamicsAX
2012
5-66
Tocreateaqueuegroup,completethefollowingprocedure.
1.
OpenOrganizationadministration>Setup
>Workflow>Work
itemqueuegroups.
FIGURE5.18WORKITEMQUEUEGROUP
2.
ClickNew.
3.
IntheNamefield,enteranameforthequeue
group.
4.
IntheDescriptionfield,enteradescriptiontohelpyouidentifythe
queuegroup.
Procedure:AddorRemoveQueuestoaWorkItemQueue
Group
Toaddor
removeaqueuefromthegroup,completethefollowingprocedure.
1.
OpenOrganizationadministration>Setup
>Workflow>Work
itemqueuegroups.
2.
Selectthegroupyouwanttoaddqueuesto,o
rremovequeuesfrom.
3.
Toaddaqueuetothegroup,selectthequeue
intheAvailablework
itemqueueslistandthenclickthearrowtomoveitintothe
Selectedworkitemqueueslist.
4.
Toremoveaqueuefromthegroup,selectthe
queueintheSelected
workitemqueueslistandthenclickthearrowtomoveitintothe
Availableworkitemqueueslist.
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Chapter5:Workflow
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5.IntheCreateanewworkitemassig
nmentruleformthatappears,
dothefollowing:
a.IntheNamefield,enteranamefortheassignmentrule.
b.IntheDescriptionfield,enterab
riefdescriptiontohelpyou
identifytherule.
c.IntheQueuenamefield,selecta
queue.Documentsthatmeet
thespecifiedconditionsoftherulewillbesenttothisqueue.
d.ClickCreateruletocreatetheru
le.
6.Tospecifytheconditionsunderwhichthisruleapplies,dothe
following:
a.Selecttheruleintheleftpaneoftheform.
b.ExpandtheConditionstab,andclickAddcondition.
c.Enteracondition.
d.Enteradditionalconditions,ifnecessary.
7.Tospecifywhenthisruleisevaluated
,selecttheMoveuporMove
downbuttons.
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2012
5-72
Lab5.2-CreateaW
orkItemQueue
Thislabdemonstrateshowtocreateaworkitemqueue,opentheworkflow
editor,and
howtomodifyaworkflowtousetheworkitemqueue.
Scenario
Inga,theP
urchasingManager,wantstosetupaworkitem
queuethatwill
containtasksfornon-catalogrequisitionssubmitted.Ingasteamisresponsible
forrealizingbettercostsavingsandenforcescompliancewithcorporatequality
standards.
Ingahasprivilegestocreate,updatequeuesandtotakeworkflowactionson
requisition
sandalsotoview,updateandcreaterequisitionsinuser-definedlegal
entities.
Aliciaand
LisaarevalidMicrosoftDynamicsAXusersw
hoareauthorizedto
takeworkflowactionsonrequisitionsandcanview,andu
pdaterequisitions.
Challen
geYourself!
Usetheinformationthatisprovidedtocreateaworkitem
queueandmodifythe
Automaticpurchaserequisitionapprovalworkflowtousethenewworkitem
queue.Wh
enyouarefinished,createandsubmitapurcha
serequisitionand
verifythat
thepurchaserequisitionappearsinthenewwo
rkitemqueue.
Needa
LittleHelp?
CreateanewworkitemqueueoftypeRequisition.
SelecttheAutomaticpurchaserequisitiona
pprovalworkflow.
ModifytheAssign-topropertytousethewor
kitemqueuecreatedin
step1.
Createanewpurchaserequisitionunder
Procurementandsourcing>Common>Purchaserequisitions>
Allpurchaserequisitions.
UsethebusinessjustificationreasonGeneral.
Selectitemnumber1003,andthensaveands
ubmitthepurchase
requisition.
OpentheWorkitemqueueformandverifythepurchaserequisition
iswaitingforreview.
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Chapter5:Workflow
5-77
Summary
MicrosoftDynamicsAX2009introducedworkflow,andnowMicrosoft
DynamicsAX2012hasaddedseveralimprovementstoworkflow:
WorkflowisnowhostedintheAOS.
Agraphicalworkfloweditorisnowa
vailable.
Improvementstoworkflowflowandassignment.
Workflowperformanceanalysisreportingisnowavailable.
Th
ereareseveraldifferenttypesofworkflowelem
entsthatcanbeaddedtoa
workflow.Eachtypeelementrequiresdifferentpropertiestobespecified.The
workflowelementsinclude:
Tasks
Approvalprocess
Line-itemelements
Flow-controlelements
MicrosoftDynamicsAX2012providesapproxim
ately60workflowstypesthat
areorganizedineachmodule.Someworkflowsty
pesarerequiredinordertouse
certainfeaturesofthesystem;whileotherareoptional.
Th
erequiredandoptionalsetupstepsforusingw
orkflowwerereviewedinthis
ch
apter.Inadditiontheworkflowreportsandinquirieswerediscussed.
InstallationandConfigurationforMicrosoftDynamicsAX
2012
5-78
TestYourKnowledg
e
Testyourknowledgewiththefollowingquestions.
1.Which
system-widefeaturesaresupportedinworkflo
w?(Selectallthat
apply)()Financialdimension
()Organizationmodel
()Security
()Relationaldatabase
2.Match
theworkflowfeaturestotheirdescriptions
_____1.
Advanced
flowcontrols
_____2.
Linelevel
workflow
_____3.
Workitem
queue
_____4.
AOShosting
_____5.
Graphical
workflow
editor
a.Canvasbaseddrag-and
-dropinterfacefor
creatingworkflows.
b.Groupofusersthatwo
rkflowtaskscanbe
assignedto.
c.Workflowprocessesru
natthelinelevel
ratherthanattheheader.
d.Workflowmovedfrom
theIIStotheAOS.
e.Controlstoallowforb
ranchinganddecision-
makingwithinworkflo
ws.
3.Which
toolisusedtofindthestatusofanindividualworkflow?
()Workflowhistory
()Workflowtasklist
()Performance
()Batchjobhistory
4.Whataretheadvantagesofmovingworkflowfromth
eIIStotheAOS?
(Selectallthatapply)
()Simplifiedsetup.
()Multi-threading.
()64-bitsupport.
()Fewercomponentstobreakinproduction.
5.WhatdoworkflowPerformanceAnalysisReportsme
asure?(Selectallthat
apply)()Howmuchworkisdoneusingtheworkflow.
()Howmanyworkflowsaresetup.
()Howmuchtimeisspenttoperformthebusinesstasksthatcomprise
theworkflow.
()Howlongworkflowcodetakestorun.
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Chapter5:Workflow
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QuickInteraction:LessonsLearned
Ta
keamomentandwritedownthreekeypointsy
ouhavelearnedfromthis
ch
apter
1.2.3.
InstallationandConfigurationforMicrosoftDynamicsAX
5-80
Solutions
TestYo
urKnowledge
1.Which
system-widefeaturesaresupportedinworkflo
apply)(
)Financialdimension
(
)Organizationmodel
(
)Security
(
)Relationaldatabase
2.Match
theworkflowfeaturestotheirdescriptions
e1.A
dvancedflow
controls
c2.Linelevel
workflow
b3.W
orkitem
queue
d4.A
OShosting
a5.G
raphical
workflow
editor
a.Canvasbaseddrag-and-
creatingworkflows.
b.Groupofusersthatwor
assignedto.
c.Workflowprocessesrun
thanattheheader.
d.Workflowmovedfrom
e.Controlstoallowforbr
makingwithinworkflow
3.Which
toolisusedtofindthestatusofanindividualw
()Workflowhistory
()Workflowtasklist
()Performance
()Batchjobhistory
4.Whataretheadvantagesofmovingworkflowfromth
(Selectallthatapply)
(
)Simplifiedsetup.
()Multi-threading.
()64-bitsupport.
(
)Fewercomponentstobreakinproduction.
5.WhatdoworkflowPerformanceAnalysisReportsme
apply)(
)Howmuchworkisdoneusingtheworkflow.
()Howmanyworkflowsaresetup.
(
)Howmuchtimeisspenttoperformthebusine
theworkflow.
()Howlongworkflowcodetakestorun.