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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Custom placeholder Wor...
Finance | Project Operations, Human Resources, ...
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Custom placeholder Workflow subject or instructions

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Posted on by KE-29081240-0 18
I want to add custom placeholder in purchase order workflow approval instructions area, same idea as display method but I wanna it work in those fields.
 
  • KE-29081240-0 Profile Picture
    KE-29081240-0 18 on at
    Custom placeholder Workflow subject or instructions

    Hi!

    Thanks for checking in! I appreciate your support. I’m happy to report that it’s all working now!

    Also looking forward to reading your blog post.

  • Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 2,736 Super User 2025 Season 1 on at
    Custom placeholder Workflow subject or instructions
    Hi!
    Just wanted to check up on this thread.
    Did you manage to get it working?
     
    I plan to write a short blog post on this if not (-:
  • Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 2,736 Super User 2025 Season 1 on at
    Custom placeholder Workflow subject or instructions
    Saw your edit. You should use an EDT for the return type with a label, such as description
  • KE-29081240-0 Profile Picture
    KE-29081240-0 18 on at
    Custom placeholder Workflow subject or instructions
     
  • Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 2,736 Super User 2025 Season 1 on at
    Custom placeholder Workflow subject or instructions
    The class you need to modify/extend is the PurchTableDocument class.
     
    You can identify the document class of an existing workflow by looking at the workflow type in the AOT. In this case, PurchTableTemplate

    Edit: I'm not able to reply. You need to use an EDT with a label, not the basic STR type
  • KE-29081240-0 Profile Picture
    KE-29081240-0 18 on at
    Custom placeholder Workflow subject or instructions
    I saw this solution before but I still don't know which workflow document class is related to purchase order workflow approval, or I just create the class which only extend WorkflowDocument and it will apply to all my workflows?

    Edit:

    Am I doing it right? because it doesn't show at placeholders list


  • Verified answer
    Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 2,736 Super User 2025 Season 1 on at
    Custom placeholder Workflow subject or instructions
    Hi,
     
     
    Otherwise have a look in the standard application (Classes implementing WorkflowDocument).

    EDIT: Same procedure in AX2012 and D365 F&O
     

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