Send workflow notification as email

In AX2009, we can email the workflow notifications. The following steps will show you how to set this up:

1. Create an email template for workflow.

Go to Basic –> Setup –> Email Templates. Create a new email template for workflow notification.

2. Set workflow to use the template that is created from step 1.

Go to Basic –> Setup –> Settings for workflow. Select the email template on the General tab.

3. Enable “Send notifications as e-mail message” for the user.

Tools –> Options.

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How to install and configure Microsoft Dynamics Ax 2009 workflow step by step

This article explains:

How to install Microsoft Dynamics AX 2009 Workflow step by step

How to configure Microsoft Dynamics AX 2009 Workflow step by step

How to setup Microsoft Dynamics AX 2009 Workflow step by step

About Workflow:

The Microsoft Dynamics AX workflow infrastructure enables user configurable workflows in Microsoft Dynamics AX application modules with specific focus on task and approval workflows. The workflow runtime manages configuration and executation of workflows while the application modules will manage activation and business logic associated with workflows.Microsoft Dynamics AX 2009 workflow uses Windows Workflow Foundation (.Net framework), AX batch framework, Internet Information Services (IIS), Active Directory (AD) users, .Net Business Connector for AX and web services.

Prerequisite:

You should have basic knowledge of AX.Basic AX should be installed on your system.Create two users in AD. One is for workflow another is for business connector proxy. The password should not be expired or changed for these users.If you have already created, no need to create now.Add these users to AX.

Steps to follow:

1) Open AX client then open the System service accounts form and add users for workflow.Go to Administrator > Setup > Security > System service accounts.

2) If you want to use a separate website for workflow then create a website in IIS or you can use the default website. If you use default website the setup process will create a sub site under default website.

I have created a new website called AxWfl as shown above. It’s not mandatory to create a separate website for this but recommended.

3) Run AX setup file and install workflow. If .Net Business Connector is not installed AX setup will install it itself.

4) Once the setup process is done successfully open AX client.

5) From Basic main menu create a Calendar. Here I have created the calendar called 24Hours.

6) Create a batch job for workflow. Go to the Basic > Batch job list – user form and create a batch job. Here I have created a job called Wfl.

7) Go the Administration > Setup > Workflow infrastructure configuration wizard form.Run the wizard and follow the instructions and finish it.

8) Now make a setup for Purchase Requisition. Go to Accounts Payable > Setup > Workflow configurations form. Here configure the workflow with required conditions. A Workflow Configuration is bound to a single Workflow Template. In this process you need to select the calendar you created in step 5.

Once the purchase requisition workflow setup is over go to AOT > Forms > PurchReqTable > Designs > Design. Right click on Design then properties and check whether is Workflow Enabled or not.

9) Once you have done all these then create purchase requisition using respective user, perform all the tasks you instructed during workflow configuration/setup and submit it. After submission you can see the history of workflow.

10) Now open AX client using approver user id and see the task assigned and complete it.

Using approver user id approve it and check that the purchase order has been created or not. I hope it will create a purchase order.

How to resolve SysWorkflowMessageQueueManager-run error in Microsoft Dynamics Ax 2009 Workflow

This article explains how to resolve SysWorkflowMessageQueueManager-run error in Microsoft Dynamics Ax 2009 Workflow.

Error:

ClrObject static method invocation error.

Exception has been thrown by the target of an invocation.

Applied on:

Ax 2009 SP1

The workaround- the above mentioned error there are few things to be checked.

1) Make sure the .NET Business Connector is connected to the correct AOS server or not.

To check this:

• a) Start --> Administration tool --> Microsoft Dynamics AX 2009 Configuration.
• b) On the tob change Configuration Traget to: Business Connector (non-interactive use only) on Connection tab check that it is connecting to correct AOS or not. It should be connected.

2) If you shutdown the AOS then you may need to restart the IIS to refresh the connection.

To restart it:

• i) Start --> Run
• ii) Type "IISRESET" without quote
• iii) Click on OK buttonORa) Open command promptb) Type in "IISRESET" without the quote.

3) If you have more than one Workflow website setup for several environment on the same system then except one you are testing stop other websites.

4) Compare the Identity of the Application Pool used by Ax Workflow website with the Business Connector proxy setup in the system. If business connector proxy user id is not configured properly with Applicatoin pool the .NET Business Connector will fail to connect to the AOS.

How to resolve Stopped (error): Target date not found in work calendar error in Microsoft Dynamics Ax 2009 Workflow

This article explains how to resolve Stopped (error): Target date not found in work calendar error in Microsoft Dynamics Ax 2009 Workflow.

Symptom:
If you see the Tracking details of your workflow process it shows "Workflow stopped (error)" and : Stopped (error): Target date not found in work calendar.

Reason:
A work calendar is missing in workflow setup.

Resolution:
The workaround on this, create a work calendar in Ax.
To do this:
Go to Basic-->Calender and create a calender. If you have already created a calender you can use that one.

Once the Calender is created, assign the calendar to the workflow setup. Lets say you are running workflow for Purchase Requisition then Go to the Accounts Payble-->Setup-->Workflow Configuration. On this form go to Details tab, select a Workflow element, in the buttom part (Approval Details) select Overview tab, check the check box "Set a time limit for the approval process". Here you will get the calender lookup to select a work calender. Assign a calender and do any other setup if you require. Save your work and make transaction for workflow to check.

I hope this will remove your Stopped (error): Target date not found in work calendar error.