Extending Microsoft Dynamics 365 for Operations Cookbook

Creating a workflow type

The workflow type can be considered a template or a document definition. The workflow type acts like an umbrella for the associate workflow elements, such as approvals and tasks. When the designer starts to design a workflow, they actually select a workflow type, and the design surface will allow them to select workflow elements we have associated with it.

We create the workflow type first because the workflow type creation tooling will create elements used in other workflow elements. We just come back to this in order to add them to the list of supported types by the workflow type.

Be careful with the naming, as this process automatically creates menu items and classes. They are all prefixed with the workflow type's ...