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Finance | Project Operations, Human Resources, ...
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Workflow buttons not showing and activation error in custom form (Pattern = Custom)

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Posted on by 41

Hi everyone,
I’ve implemented a custom workflow in Dynamics 365 Finance & Operations, and everything is configured correctly — the workflow type appears in WorkflowTable, and the workflow version is active in WorkflowVersionTable.

However, I’m facing two issues that I can’t seem to resolve:

1- Workflow buttons not showing on the form:
   - The form is custom Pattern, not based on a standard template like SalesTable.
     Form properties:
      
WorkflowEnabled = Yes
      WorkflowCategory = ICS_IncidentReportCategory


I tried to add a WorkflowButtonGroup inside the Action Pane, but this control doesn’t appear in Visual Studio (not listed in the control templates).
I also tried adding a standard button group and naming it WorkflowButtonGroup, but no workflow buttons (Submit, Approve, Reject, etc.) appear at runtime.

2- Workflow activation error:
   When I click the “Submit to workflow” button, I get this message:
     Workflow configuration with type name CustodiesManagement_IncidentReportWorkflow was not found.

   
Here’s the line that triggers it:
workflowCorrelationId = Workflow::activateFromWorkflowType(
workflowtypestr(CustodiesManagement_IncidentReportWorkflow),
incident.RecId,
note,
NoYes::No);


I confirmed that:

  • The workflow type CustodiesManagement_IncidentReportWorkflow exists in WorkflowTable
  • It has an enabled version in WorkflowVersionTable
  • The workflow is active and valid in the front-end configuration screen
  • The form pattern is Custom, not based on any standard workflow-enabled template
     

My questions:
1- How can I correctly add workflow action buttons (Submit, Approve, etc.) on a custom form (Pattern = Custom), since WorkflowButtonGroup isn’t available in Visual Studio?
2- Why does Workflow::activateFromWorkflowType() fail to find the configuration, even though the workflow type and version are active?



Any official Microsoft guidance or real examples for custom-pattern forms with workflow integration would be greatly appreciated.

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I have the same question (0)
  • Sohaib Cheema Profile Picture
    48,861 User Group Leader on at
    Workflow buttons not showing and activation error in custom form (Pattern = Custom) – D365 F&O
    Hi,
    Could you check the following properties of your form please. 
     
     
    Also you need to look at a method on the table canSubmitToWorkflow( [must return true under some conditions]
  • Martin Dráb Profile Picture
    236,376 Most Valuable Professional on at
    Workflow buttons not showing and activation error in custom form (Pattern = Custom)
    Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.

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