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Workflow Providers

Workflow Providers are pluggable components that supply assignment logic to the workflow framework. When a workflow approval or task needs to determine who should receive the work item, when it is due, or which queue it should go to, the framework calls the relevant provider.

Providers are registered in the AOT and can be scoped to specific workflow types or made available globally to all workflow types.

All providers inherit from the abstract AxWorkflowProvider base class.

Provider Types​

There are four types of workflow providers, each implementing a different assignment or calculation concern:

Provider TypeArtifactInterfacePurpose
Participant AssignmentAxWorkflowParticipantAssignmentProviderWorkflowParticipantProviderResolves which users receive work items based on participant rules (e.g., "manager of submitter", "purchasing agent for the vendor").
Hierarchy AssignmentAxWorkflowHierarchyAssignmentProviderWorkflowHierarchyProviderResolves work item assignment by walking an organisational hierarchy (e.g., "report-to chain up to VP level").
Queue AssignmentAxWorkflowQueueAssignmentProviderWorkflowQueueProviderRoutes work items to a work item queue rather than a specific user (e.g., "AP processing queue").
Due Date CalculationAxWorkflowDueDateCalculationProviderWorkflowDueDateProviderCalculates the due date for work items based on business calendar rules.

Base Provider Properties​

All providers share the following properties inherited from AxWorkflowProvider:

  • ProviderClass — the X++ class implementing the provider interface.
  • Label / HelpText — display name and description shown in the workflow editor.
  • AssociationType — whether the provider is scoped to Company, Global, or Other.
  • AvailableForAllWorkflowTemplates — if Yes, the provider is available to all workflow types without explicit registration.
  • WorkflowTemplates — the specific workflow types this provider is available to (when not available to all).

Participant Assignment Provider​

The most common provider type. It resolves which user(s) should receive a work item based on the document context.

Hierarchy Assignment Provider​

Resolves assignments by walking an organisational hierarchy. The workflow editor presents the hierarchy to administrators, who can configure how many levels to escalate and which hierarchy to use.

Queue Assignment Provider​

Routes work items to a shared queue rather than an individual user. Queue members can then pick work items from the queue.

Due Date Calculation Provider​

Calculates work item due dates based on working calendars, business rules, or SLA definitions.