Hi Kumar. I hope I understand you correctly. You want to assign your workitem to different people based on the ProjId of the document that you are working with? It is relatively easy to accomplish this if you have a bit of X++ skills. You can simply create your own workflow ParticipantProvider class and link it up to the workflow template that you are using. The participant provider class allows the developer to return a user or set of users based on a token and the document in question.
For your example I would create a Participant Provider class that defines two tokens: 1) Project Manager and 2) Requester. If you are looking for an example of this I have written a tutorial on how to do something similar in dynamics ax workflow http://workflowax.wordpress.com/2009/10/30/participant-provider-example/This example uses a PurchTable as a source document and assigns users based on the document's dimensions. Let me know if this helps. Regards Jonathan http://workflowax.wordpress.com On Tue, Feb 16, 2010 at 2:45 PM, ganesh k <kgkumar_l...@yahoo.com> wrote: > > > Hi All, > > one of my client require Item requirement workflow in the Project module. > As per the client business process, the client has many projects in > different sites and in every project there will be a Requester and > Project manager. these two users are mandatory for every project, and they > will vary [Users inside the project]from one project to other project depend > on the business flow. > > In AX if we customize new Template for Project Item Requirement Workflow, > and we can assign the users based on (a) role based (b) Hierarchy Based > (c)User based, But we do not have on "Project based". > > But in this client case, from every project the Requestor will raise a > request of item requirement from the particular project and the concern > Project manager should approve that based on some [limit]amount > consideration of the item requirement per line and total amount. if the > define limit of the item requirement per line amount and total amount > crosses then Project Director should approve. > > NOTE: Project Director will be same for all projects and manages from the > Head office. > > so if we customize the new Template for Project item Requirement workflow, > how can we assign and send notifications to concern project manager, if the > requester of that project submits the item requirement. once requester > submits it should trigger notification to concern project manager only, do > we have this functionality in DAX standard. or do we need customize in > Workflow configuration form > assignment tab > > Please suggest me in this case. > > Regards, > > Kumar. > > >
