Getting Workflow Approvers In Dynamics AX (AX 2012)

Getting Workflow Approvers In Dynamics AX (AX 2012)

Posted by kamaukihonge on June 27, 2014

Posted in: Development, Workflows. Leave a comment

UNDERSTANDING THE LOGIC ABOUT WORKFLOW APPROVALS

To start with, you need to understand how the workflow approvals are processed in Dynamics AX.

There are three tables that we will use

WorkflowTrackingStatusTable

WorkflowTrackingTable

WorkflowTrackingCommentTable

This three tables can be used to get the approvers names, Approval Dates and Approval Comment,

HOW THE TABLES RELATE TO EACH OTHER

WorkflowTrackingStatusTable relates to using the field WorkflowTrackingStatusTable

in WorkflowTrackingTable and RecId in WorkflowTrackingStatusTable

Simple X++ select Statement

WorkflowTrackingStatusTable _status;

WorkflowTrackingTable _tracking;

select * from _tracking where _tracking.WorkflowTrackingStatusTable == _status.RecId;

WorkflowTrackingStatusTable relates to using the field WorkflowTrackingStatusTable

in WorkflowTrackingTable and RecId in WorkflowTrackingStatusTable

Simple X++ select statement

WorkflowTrackingTable _tracking;

WorkflowTrackingCommentTable _comment;

select * from _comment where _comment.WorkflowTrackingTable == _tracking.RecId;

RELATION ABOUT WORKFLOW TABLES AND OTHER TABLES

This is the most important Bit, All tables are passed to workflow using the respective fields RECID and TABLEID to the table WorkflowTrackingStatusTable using fields CONTEXTRECID and CONTEXTTABLEID

Simple X++ Example

Assuming you want to get the purchase Order entry to the table WorkflowTrackingStatusTable for a purchase Order with a RecId 5637161092

WorkflowTrackingStatusTable _status;

RecId _recidmain;

;

_recidmain = 5637161092;

select * from _status where _status.ContextRecId == _recidmain && _status.ContextTableId == tableNum(PurchTable)

NB: You may find more than one entry in this table. This may imply that the Purchase Order had bein Recalled and resubmitted again or a change request had been done and the process started again. So to make sure you get the correct line in workflow pick the last line. You can simply use a while select so as to loop to the last line

X++ JOB TO COMBINE THE ABOVE

We will do a simple test to get the Approvers for a given Purchase Order

To start with Create a table that you will store the Approval data in my case I created a table called PurchaceorderapprovalTmp

The fields will be

Approver_name — Datatype-String; Character Length-25

Approval_date — Datatype-String; Character Length-25

Purchtable — Datatype-String; Character Length-25

Then paste the following code to a job

public void approver()

{

// Method to get the workflow approvers

// By JOSEPH KAMAU

//………………………………………

WorkflowTrackingStatusTable _status;

WorkflowTrackingTable _tracking;

WorkflowTrackingCommentTable _comment;

PurchaceorderapprovalTmp _tmptable;

UserInfo _user;

RecId _recid,_recidmain;

;

_recidmain = 5637161092;     // Put the RECID of the Purchase ORDER you want to test

while select * from _status where _status.ContextRecId == _recidmain && _status.ContextTableId == tableNum(PurchTable) //Loop to get the last item

{

_recid = _status.RecId;                                                           //Pass the recid to a variable

}

while select * from _tracking where _tracking.WorkflowTrackingStatusTable == _recid

{

select * from _comment where _comment.WorkflowTrackingTable == _tracking.RecId;   //To get the comment and Creation Dates

select * from _user where _user.id == _tracking.user;                            // To get the User name

if ((subStr(_comment.TrackingMessage,0,13) == ‘Submitted by:’)

|| (subStr(_comment.TrackingMessage,0,24) ==’Approve action taken by:’))   //To filter the records and get only the Person submitting and people approving

{

ttsBegin;

_tmptable.Approver_name = _user.name;                                     //To store the entries to a table

_tmptable.Approval_date = datetime2str(_comment.createdDateTime,123);

_tmptable.Purchtable = int642str(_recid);

_tmptable.insert();

ttsCommit;

}

}

while select _tmptable

{

info (strFmt(‘user name %1, Approval date %2′,_tmptable.Approver_name),datetime2str(_comment.createdDateTime,123)); //To see the saved data

}

}