Creating a new workflow design from a template

If you look through the area pages of the different modules in AX, within the Setup group on most of these you will notice forms for designing and managing that module's workflows. But if you open these forms, there may not be a lot of workflows showing up. Don't worry, Dynamics AX 2012 comes preloaded with a number of standard workflow templates. All you need to do is create your workflow designs from them.

In this recipe, we will show you how you can create a new workflow design from the standard workflow templates that are delivered.

How to do it...

To create a new workflow template, follow these steps:

1. From the Organization administration area page, click on the Case workflow menu item in the Cases folder of the Setup group to view all the workflows associated with cases.

2. To start a new workflow design, click on the New button in the New group of the Workflow ribbon bar. This will open up a dialog box with all the available workflow templates...