Book Image

Extending Microsoft Dynamics AX 2012 Cookbook

By : Murray Fife
Book Image

Extending Microsoft Dynamics AX 2012 Cookbook

By: Murray Fife

Overview of this book

Dynamics AX is built on a number of foundation products from Microsoft that are used to make it bigger, better, and stronger than the average business system. Taking advantage of these products will make your life easier. Use these tools to maximize the efficiency of your business management, taking advantage of a powerful and centralized tool set. "Extending Microsoft Dynamics AX 2012 Cookbook" will show you how to use tools that you already have to extend out Dynamics AX and discover potential new directions. You will be surprised at what you can do on a shoestring budget. The book will allow you to streamline your work processes, and use the system's powerful and centralised features to the advantage of your organization. "Extending Microsoft Dynamics AX 2012 Cookbook" will show you how to maximize the potential of Dynamics AX with common and popular tools to enhance your business management systems. We will begin by exploring how to extend Dynamics AX out with SharePoint. After this, the book will guide you through important elements in maximizing business management efficiency, focusing on key aspects like reports, dashboards, and workflows. The book will then finish by teaching you how to customize your management systems, achieving a comprehensive coverage of the most important extension processes relevant to you and your business with very little programming. This is a book for those of you that want to make the most out of Dynamics AX by using what you already have, and without breaking the bank.
Table of Contents (18 chapters)
Extending Microsoft Dynamics AX 2012 Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Adding text placeholders to workflow messages


When users receive notifications or are assigned tasks through the workflow process, the more information that they are given, the quicker they should be able to act. A subject line that says Approve NPD – 72632: New Summer Pale Ale for Angel's BBQ is much more useful than something that says Approval Required.

In this recipe, we will show you how you can embed text from your workflow record into the messages that you send to the users, so that you can help your users help themselves.

How to do it...

To embed text placeholders into notification messages, follow these steps:

  1. Open your workflow in design mode and select the workflow element that you want to include record-specific text within the notification messages. On all the message fields where you can add text from the workflow record, you will be able to see an Insert placeholder button.

  2. When you click on Insert placeholder, a list of valid text placeholders will be shown. Some of these will...