Finance | Project Operations, Human Resources, ...

Automated submission of specific journals to workflow

(1) Share

Report

Posted on by MBates237

196

Hello,

I have several journals, made up using 3 journal names, that are created by a logic app integration job from our payroll solution.

Is it possible for these journals to be submitted automatically after they are created?

Thanks,

Michael

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

CA Neeraj Kumar 1,864 on at

Like (0)

Report

Automated submission of specific journals to workflow

Hi @MBates237,

By standard, there is nothing available to do the auto-submission of workflow for journals as already mentioned by @Sohaib Cheema and @Adis.

You can consider X++ customization with help of given article, with more specific parameters on journal.

https://sainacloud.com/how-to-auto-submit-the-workflow-through-x-code/

If this helped, please mark it as "Verified" for others facing the same issue Keep in mind that it is possible to mark more than one answer as verified

Regards,

Neeraj Kumar

Was this reply helpful? Yes No
Sohaib Cheema 48,309 User Group Leader on at

Like (0)

Report

Automated submission of specific journals to workflow

Hi,

Automatic submission is not available on the journals' workflows.

The only place where Microsoft has added automated submission to workflow in the past few years is the Vendor Invoice workflow, which is not journals.

Customization would be needed to get this done (automatic submission of journals),

Was this reply helpful? Yes No
Suggested answer

Adis 5,606 Super User 2025 Season 2 on at

Like (0)

Report
Automated submission of specific journals to workflow

Hi,

There are only automatic actions in a workflow to approve or reject the workflow when certain conditions are met.

However, there is no option to submit it automatically when the object, i.e. journal is created - it usually doesnt make sense to submit it right after it was created.

In order to meet your requirements, I would check out the following approaches:

Use a Business event to trigger a Power automate (PA) flow that submits a workflow. Could look something like the following. Business event needs to be developed and most likely an entity, so that you can submit the workflow with PA.

A very similar solution is to use the dataverse connection to achieve this instead of the FinOps connector. You dont need a business event then. The PA flow would be triggered as soon as a new row in dataverse is added, i.e. a journal is created with certain conditions as you dont want to submit workflows for every journal. In case there is a virtual entity that supports submitting a workflow its fine, otherwise you need to create one.

A different approach is to develop a setup somewhere in the parameters, f.e. General ledger parameters where you can add journals. Whenever a journal is created a workflow is being submitted by x++ code.

Kind regards, Adis

If this helped, please mark it as "Verified" for others facing the same issue

Keep in mind that it is possible to mark more than one answer as verified

Was this reply helpful? Yes No