Reader small image

You're reading from  Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook - Second Edition

Product typeBook
Published inMar 2020
PublisherPackt
ISBN-139781838643812
Edition2nd Edition
Right arrow
Author (1)
Simon Buxton
Simon Buxton
author image
Simon Buxton

Simon Buxton has worked with Dynamics 365 Finance and Supply Chain Management since its earliest incarnations, starting with the product in early 1999 when Dynamics 365 Finance and Supply Chain Management was known as Damgaard Axapta 1.5. Simon has been the technical lead on many highly challenging technical projects in countries all around the world. These projects included complex integrations with on-premises and external systems, ISV solutions, and many technically challenging customer solutions. Now working with Binary, he was part of a team that implemented the first Dynamics 365 Finance and Supply Chain Management implementation as part of the Community Technical Preview (CTP) program, which led to the close working relationship with Microsoft that made this book possible
Read more about Simon Buxton

Right arrow

Creating a workflow type

A workflow type can be considered as a template or a document definition. It acts like an umbrella for associated workflow elements, such as approvals and tasks. When the designer starts to design a workflow, they actually select a workflow type, and the design surface will allow them to select workflow elements associated with it.

We create the workflow type first because the workflow type creation tooling will create elements that can be used in other workflow elements. We just come back to this in order to add them to the list of supported types by the workflow type.

Be careful when naming items as this process automatically creates menu items and classes. They are all prefixed with the workflow type's name. If we have a class that exists already, it will add a 1 to the name, which is unpleasant. For this reason, the maximum length is 20 characters...
lock icon
The rest of the page is locked
Previous PageNext Page
You have been reading a chapter from
Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook - Second Edition
Published in: Mar 2020Publisher: PacktISBN-13: 9781838643812

Author (1)

author image
Simon Buxton

Simon Buxton has worked with Dynamics 365 Finance and Supply Chain Management since its earliest incarnations, starting with the product in early 1999 when Dynamics 365 Finance and Supply Chain Management was known as Damgaard Axapta 1.5. Simon has been the technical lead on many highly challenging technical projects in countries all around the world. These projects included complex integrations with on-premises and external systems, ISV solutions, and many technically challenging customer solutions. Now working with Binary, he was part of a team that implemented the first Dynamics 365 Finance and Supply Chain Management implementation as part of the Community Technical Preview (CTP) program, which led to the close working relationship with Microsoft that made this book possible
Read more about Simon Buxton