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Help! Work Lists

  • 1.  Help! Work Lists

    GOLD CONTRIBUTOR
    Posted Apr 03, 2020 01:59 PM
    We are struggling with 'work list' on people's role center.  How and what shows in a person's work list?  Researching typically references workflows as impacting this, but what else?  We are not using work flows at this time.  People do see some things in their work lists, but not everything that they are 'Responsible' for seems to appear.  Researching from this perspective has been a challenge to say the least.

    At this time we are only live using Cases and Activities.  Seems we need to understand what triggers something to show in a person's worklist.

    #AX2012
    #Functional
    #Intermediate

    Thank you!​​​​​

    ------------------------------
    Mark Yankovich
    Allegheny Bradford Corporation
    PA
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Help! Work Lists

    Posted Apr 06, 2020 09:25 AM
    Hi Mark,

    This link should give you more of an idea of what you can do with the Role Center besides just listing work items from the workflow.

    https://www.loganconsulting.com/blog/role-center-kpis-and-cues-in-microsoft-dynamics-ax-2012/

    ------------------------------
    Doris Manning
    Hargrove, Inc.
    Lanham MD
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Help! Work Lists

    GOLD CONTRIBUTOR
    Posted Apr 07, 2020 09:13 AM
    Doris,

    Very much appreciate the link!  Although it did not provide what we need right now, in a concise way, there is valuable information we will put to use.

    Thank you.

    ------------------------------
    Mark Yankovich
    Allegheny Bradford Corporation
    PA
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Help! Work Lists

    TOP CONTRIBUTOR
    Posted Apr 06, 2020 10:44 AM
    Look for a dataset in the AOT called UnifiedWorkListTmp. This has methods that select what & how records are displayed.

    ------------------------------
    Mark Prouty
    Programmer / Analyst
    ANGI Energy Systems
    Janesville WI
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Help! Work Lists

    GOLD CONTRIBUTOR
    Posted Apr 07, 2020 09:19 AM
    Mark,

    This helps.  Very valuable guidance.  I found the code for this.  Now to make sense of it so we learn and better understand.  Time to open a development manual to follow along as some of it I understand and some needs to be learned.

    Thank you.

    ------------------------------
    Mark Yankovich
    Allegheny Bradford Corporation
    PA
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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