Useful tips

What is workflow history?

by Rhyley Bryan

What is workflow history?

The workflow history provides a trail on how many workflows have been completed on the item or how many workflows have been cancelled or errored in relation to the item. To view the item’s workflow history: Navigate to the item’s location.

How do I export a workflow in AX 2012?

To export a workflow

  1. Choose the. icon, enter Workflows, and then choose the related link.
  2. Select a workflow, and then choose the Export to File action.
  3. On the Export File page, choose the Save button.
  4. On the Export page, select a file location, and then choose the Save button.

How do I run a workflow in AX 2012?

Trigger workflow manually

  1. Go to development by clicking CTRL + D.
  2. Go to the forms node and expand.
  3. Find the tutorial_WorkflowProcessor.
  4. Right click on it and select “Open”
  5. Click “Start” in the dialogue.

What is a workflow in Dynamics 365?

A workflow in Dynamics 365 is a series of functions or methods, called steps, that are performed sequentially. The Workflow can change the processing direction by using conditionals, referred to as conditional branches. A workflow is an excellent tool for managing both data and processes.

How do I see workflow history list?

You have to type the URL in directlyhttp://[servername]/[sitename]/lists/Workflow%20Historyyou can also see the Workflow History in SharePoint Designer > All files sectionFew point you need to know about the Workflow History listHidden List- It is a hidden list in SharePoint.

How do I view workflow history?

View Workflow History

  1. Open SharePoint Designer 2013 and go to your desired Site Collection.
  2. On the left navigation, select All Files (at the bottom)
  3. In the right pane, select the item “Lists”
  4. In Lists, scroll to the very bottom and right-click Workflow History.
  5. Select Properties from the right-click menu.

How do I import Workflowy?

Import from Workflowy

  1. Open up Workflowy.
  2. Click Export all in the top-right menu.
  3. Select Plain text, then click to download at the bottom.
  4. Select the text file you just downloaded. Import from Workflowy.

How do I import a workflow into Jira?

To import a workflow from the Atlassian Marketplace:

  1. Select > Issues.
  2. Click Workflows > Import from Marketplace.
  3. Find the workflow you want and click Select.
  4. You can keep using the default workflow name or choose a new name and click Next.

What is workflow batch jobs?

The workflow system uses batch jobs to process messages, determine due dates for work items, and process notifications for line items. Complete the following procedures to create a batch group and configure the batch jobs.

How do I create a workflow batch job in AX 2012?

Batch jobs setting with Workflow infrastructure configuration wizard in ax 2012

  1. Click Area Page node: System administration -> Setup -> Batch group.
  2. Switch to the Batch servers tab on the Batch group form and check whether server is added to batch group or not.
  3. Click the Close toolbar button.
  4. Close the Batch group form.

How do I create a dynamic workflow?

Open the workflow editor

  1. Open the module that you want to create a new workflow for.
  2. Click Setup > [Module name] workflows.
  3. On the list page that appears, on the Action Pane, click New.
  4. On the Create workflow page, select the type of workflow to create, and then click Create workflow.

What is CRM workflow?

A CRM workflow is a series or collection of steps required to complete a business process such as making a sale or responding to a customer complaint. You can think of a CRM workflow as a line of dominoes you need to knock over to get from an initial trigger to your desired outcome.

Where to find workflow history in Microsoft Dynamics AX?

Open the form and then click Start to run the processor. The results of the batch processing simulation can be viewed in the Workflow History form. In Microsoft Dynamics AX, click Home > Area page > Inquiries > Workflow > Workflow history.

What does Microsoft Dynamics AX 2012 tracking report?

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012 The Workflow tracking report shows the status of workflow instances.

What is the workflow editor in Microsoft Dynamics?

The workflow editor is a graphical user interface that you can use to create Microsoft Dynamics AX workflows by arranging workflow elements on a design surface. The process is similar to graphically modeling a business process by using Microsoft Visio.

What is the developer role in Microsoft Dynamics AX?

In Microsoft Dynamics AX, the focus of workflow is on approval and task-oriented workflows. The developer role in Microsoft Dynamics AX is primarily to add workflow to existing business documents or create new documents that support workflow.