D365/AX7 – How to add hierarchy token using custom workflow hierarchy provider

Workflow hierarchy assignment usually provides limited options to select the start of the given hierarchy. Most common options to select for the start of hierarchy are Workflow owner, Workflow originator, Personnel number, User etc. E.g. the workflow is assigned to the managerial hierarchy of the workflow originator.

Problem

To add hierarchy token using custom workflow hierarchy provider, so that we have option to select the start of hierarchy other than those already provided by the default provider.

Solution

To achieve above requirement, follow the steps below to create custom workflow hierarchy provider and add the token using it.

Step#1 In order to add a custom workflow hierarchy provider, refer the blog How to add custom workflow hierarchy assignment provider

Step#2 Add new EDT which extends HcmWorkerRecId

Step#3 Assign the EDT to the table field, which you want to be the starting point for workflow managerial hierarchy.

Step#4 Implement the method getSupportedType of custom workflow hierarchy provider class to add your data type i.e. MY_SupervisorWorkerRecId

public Set getSupportedDataType()

{

Set supportedDataTypes = helper.getSupportedDataType();

if(!supportedDataTypes)

{

supportedDataTypes = new Set(Types::String);

}

//Add the required data types

supportedDataTypes.add(extendedTypeStr(MY_SupervisorWorkerRecId));

return supportedDataTypes;

}

Step#5 Implement the method convertToNodeDataType of custom workflow hierarchy provider class to fetch the worker’s personnel number using the field value from the record (workflow document).

public anytype convertToNodeDataType(extendedDataTypeName _dataType,

anytype _value,

       WorkflowContext _workflowContext)

{

HcmPersonnelNumberId personnelNumberId;

if(_dataType == extendedTypeStr(MY_SupervisorWorkerRecId))

{

personnelNumberId = HcmWorker::find(_value).PersonnelNumber;

}

else

{

personnelNumberId = helper.convertToNodeDataType(_dataType, _value, _workflowContext);

}

return personnelNumberId;

}

Step#6 Build the relevant model.

Execution

Setup workflow using custom hierarchy token for supervisor

A task to submit workflow by Admin. We need the workflow approval from line manager of the supervisor here i.e. Aaliyah.

Workflow is assigned to the line manager of Aaliya i.e. Adam Carter, as specified in the workflow designer