Renaming a Workflow in D365FO

Hi,

Note: Please refer to the post Configuring and activating existing workflow in D365FO to know the details of workflow that was created.

In my previous post, I created a workflow using of type Vendor disbursement journal workflow and most often we might create multiple versions of the same workflow with some minor changes to the configurations in workflow editor. In such a case, for maintenance purpose we need to rename the workflow and for renaming we should follow the steps as under:

Step 1: Go to Accounts Payable > Setup > Accounts payable workflows and click on "Vendor disbursement journal workflow".

Step 2: Provide the credentials for the workflow editor to open. 

Step 3: Click on basic settings on the top to open the properties window.

Step 4: Change name from "Vendor disbursement journal workflow" to "Automatic payment to vendor" and click on close button. Workflow

Step 5: Click on save and close button. Provide the  version comments as "Workflow renamed". Select option Activate the new version and click on OK button.

We can see the workflow has been renamed.

Output

Regards,

Chaitanya Golla