web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to Enable Multiple Workflows for the Same Record

(2) ShareShare
ReportReport
Posted on by 7

Hi everyone,

I have a requirement to use two different workflows on the same ProjTable record in Dynamics 365 Finance & Operations.

I created:

  • One workflow for WPS

  • One workflow for Item Requirement

Both workflows are connected to ProjTable, and each workflow has its own status field and its own WorkflowIDropDialog.

The workflow actions are working correctly individually.

However, I am facing an issue when both workflows are used on the same project record.

Example

  1. I submit the Item Requirement workflow.

  2. The workflow can be in any status (Submitted, In Review, Pending Approval, etc.).

  3. Then I submit the WPS workflow.

After submitting the WPS workflow:

  • The Item Requirement workflow gets mixed with the WPS workflow.

  • Sometimes it looks like the Item Requirement workflow is submitted again.

  • Or the workflow history screen shows the WPS workflow instead of the correct one.

Business Requirement

I need to have two separate workflows on the same project:

  • One workflow affecting the WPS process

  • One workflow affecting the Item Requirement process

Also, I need to enable/disable the entire WPS page or Item Requirement page depending on the status of each workflow independently.

Has anyone implemented something similar before?
Is it supported to run multiple workflows on the same table/record?
What is the best practice to separate the workflows and their histories correctly?

Thanks.

WhatsApp Image 2026-05-15 at 1.50.39 PM.jpeg
WhatsApp Image 2026-05-15 at 1.54.53 PM.jpeg
WhatsApp Image 2026-05-15 at 2.13.09 PM.jpeg
I have the same question (0)
  • Suggested answer
    Giorgio Bonacorsi Profile Picture
    3,265 on at
    Hello,

    OOB the two workflows don't communicate.
    The only solution that comes to mind is to add a custom field in the project header to indicate that the WBS has been approved. Then, in the item requirements workflow, use this custom field into a condition decision to proceed with the approval request (you also need to add it as a criterion in the conditional decision as custom).

    Thank you,
    Giorgio

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 771

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 629 Super User 2026 Season 1

#3
Subra Profile Picture

Subra 496

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans