Configure an automated task

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

To configure an automated task, in the workflow editor, right-click the task and then click Properties to open the Properties form. Use the following procedures to configure the properties for the automated task.

Name the task

Follow these steps to enter a name for the automated task.

1. In the left pane, click Basic Settings.

2. In the Name field, enter a unique name for the task.

Specify when notifications are sent

You can send notifications to people when an automated task has been run or canceled. Follow these steps to specify when notifications are sent, and who they are sent to.

1. In the left pane, click Notifications.

2. Select the check box next to the events to send notifications for:

   • Execution – Notifications are sent when the task has been run.

   • Canceled – Notifications are sent when the task has been canceled.

3. Select the row for an event that you selected in step 2.

4. Click the Notification text tab.

5. In the text box, enter the text of the notification.

6. To personalize the notification, you can insert placeholders, which are replaced with the appropriate data when they are displayed to users. Follow these steps to insert a placeholder:

   1. Click in the text box at the location where the placeholder should appear.

   2. Click Insert placeholder.

   3. In the list that is displayed, select the placeholder to insert.

   4. Click Insert.

7. To add translations of the notification, click Translations. In the form that is displayed, follow these steps:

   1. Click Add.

   2. In the list that is displayed, select the language in which you will enter the text.

   3. In the Translated text text box, enter the text.

   4. To personalize the text, insert placeholders.

   5. Click Close.

8. Click the Recipient tab.

9. Specify who the notifications are sent to. Select one of the options in the following table, and then follow the additional steps for the option before you go to step 10.

   Option	Notification recipients	Additional steps
   Participant	Users who are assigned to a specific group or role	After you select Participant, click the Role based tab. In the Type of participant list, select the type of group or role to send notifications to. In the Participant list, select the group or role to send notifications to.
   Workflow user	Users who participate in the current workflow	After you select Workflow user, click the Workflow user tab. In the Workflow user list, select a user who participates in the workflow.
   User	Specific Microsoft Dynamics AX users	After you select User, click the User tab. The Available users: list includes all Microsoft Dynamics AX users. Select the users to send notifications to, and then move these users to the Selected users: list.

10. Repeat steps 3 through 9 for each event that you selected in step 2.

See also

About the workflow editor

Create a workflow

Configure the properties of a workflow

Configure workflow elements