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

Community site session details

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

how to implement Workflow on Custom Table (Parent & Child)

(0) ShareShare
ReportReport
Posted on by 48
Hi experts,
 
Can I have step by step document that how to implement workflow on custom table (parent & child). Working with stages like if submitted then WF won't allow to submit and so on.
 
I am using InventJournalWorkflowApprovalStatus (Base Enum) in my custom table.
 
Regards,
Ahmed
Categories:
I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    297,529 Super User 2025 Season 2 on at
    how to implement Workflow on Custom Table (Parent & Child)
    Hi Ahmed,
     
    To restrict access to the data in review and prevent resubmitting the workflow, you need to add X++ form logic that changes the editability of data sources and controls.
    Pir Khurram Rashdi created an in-depth learning video about workflow development. https://youtu.be/KMAHCG7nYqQ?feature=shared
     
  • Suggested answer
    Sohaib Cheema Profile Picture
    47,847 User Group Leader on at
    how to implement Workflow on Custom Table (Parent & Child)
     
    1) You will develop the two workflows (1 for header and 1 for lines)
     
    2) then you will join Header and line workflow, as discussed here in this thread
     
    You can find many examples online about how to develop a new custom workflow in Dynamics 365 for finance and operations. Let us know if you cannot find any.
     
    Standard system example:

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

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

#1
Sohaib Cheema Profile Picture

Sohaib Cheema 789 User Group Leader

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 607 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 497 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans