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Cannot find custom workflow type for sales order

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Posted on by Ali AbdAlNasser 109
Hello everyone.

I am facing an issue with the "custom workflow" as I created a custom workflow for the sales order because there is no workflow from Microsoft for sales orders.

My idea was simple and just for training; the scenario revolved around executing a workflow when creating a new sales order. I followed the steps mentioned in this video and completed all the steps mentioned, and these images illustrate my workflow:
 
 
 
 

As you can see in the last image, I cannot find the workflow type in this list.

I hope you can assist me with this matter, and if there is any missing information that I haven't mentioned, please let me know so I can include it in another comment.

Thank you for your attention. Best regards.
Categories:
Development / Customization / SDK
  • Ali AbdAlNasser Profile Picture
    Ali AbdAlNasser 109 on at
    Cannot find custom workflow type for sales order

    Hi Waed,

    I have reset the usage data, but I am still unable to find the custom workflow type. Attached are the screenshots of the module I am working on and the workflow type properties.

    Thanks,
    Ali

  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 5,305 Super User 2024 Season 2 on at
    Cannot find custom workflow type for sales order
    Hi Ali,
     
    Try to reset usage data (to clear the cache), and now what is the module on your category? Can you share your workflow type properties?
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
  • Ali AbdAlNasser Profile Picture
    Ali AbdAlNasser 109 on at
    Cannot find custom workflow type for sales order
    Do you need any data from me that I should attach to help you understand my problem?
  • Ali AbdAlNasser Profile Picture
    Ali AbdAlNasser 109 on at
    Cannot find custom workflow type for sales order
    Hello Mr. ThatFoodGuy.  
    I followed the steps you mentioned in your comment, but I couldn't find the workflow.
  • Ali AbdAlNasser Profile Picture
    Ali AbdAlNasser 109 on at
    Cannot find custom workflow type for sales order
    Hello, Ms. Waed Ayyad.
    I followed the steps you mentioned in your comment, but I couldn't find the workflow.
  • Suggested answer
    ThatFoodGuy Profile Picture
    ThatFoodGuy 6 on at
    Cannot find custom workflow type for sales order
    Hi Ali,
     
    On your workflow category, you can change the module to "Sales Order" on the dropdown and retry. Alternatively, you can also change the module to "AccountReceivable" since the form "SalesListPage" for sales order is also replicated there, so it serves the same purpose.
     
    Try these options and you should be fine.
     
    Have you tried a full build and DB sync?
     
    Make these changes, do a full build and DB sync and everything should be fine. 
     
    Kindly let me know if it works.
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 5,305 Super User 2024 Season 2 on at
    Cannot find custom workflow type for sales order
    Hi,
     
    Did you try to do full build for your model? if no try to do full build and synchronize the Database.
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     

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