No workflow menu after custom workflow activated

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Posted on by VoltesDev

Hello,

I'm creating a custom workflow, learning only, for Sales Order process. So the designated form is SalesTableListPage. After all is created and set, and the workflow is activated, is there any addition step, because I didn't see Workflow menu on the top of SalesTableListPage

I'm following this blog for my testing and use Fleet Management model:

https://devmusings.blog/2018/03/18/custom-workflows-in-microsoft-dynamics-365-for-operations/

https://community.dynamics.com/365/financeandoperations/b/nareshsdynamicsaxblog/posts/create-custom-workflow-in-d365-dynamics-365?pifragment-92857=2

Within the 2nd link, there is one last step that I don't know where to set actually ->

13. Set the following property for form Under the Main menu

Display in content area - Yes

But for the rest, I already done the customisation, including of course the workflow setup in workflow editor itself, no error over there.

And this is the workflow setup looks like, I wonder is it active or not, Status column is blank though:

3125.Capture1.JPG

Any setup missing ?

Kindly advice.

Thanks,

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George_D365 Microsoft Employee on at

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Hi VoltesDev,

What version of D365 are you developing this on?

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VoltesDev on at

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Hi George,

Thanks for replying.

It is version : 10.0.8, Update 32. Is it something to do with the versioning?

rgds,

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VoltesDev on at

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hi all,

Anyone can advice what should I check for this issue ?

Thanks.

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mhdshb1 1,250 on at

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Hi Voltes,

Can you double check step 7 in this link

https://devmusings.blog/2018/03/18/custom-workflows-in-microsoft-dynamics-365-for-operations/

7. Enable Workflow on the custom form “LeaseTable” by setting Design node properties as follows:

Workflow Enabled – Yes (shown in the below shot).

WorkflowDatasource – Name of the form data source (shown in the below shot).

Workflow Type – Name of the custom Workflow Type created in step 5

and can us a screenshot on the action menu of the form.

Regards,

M

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VoltesDev on at

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Hi M,

Thanks for replying,

Yes, for step 7 is done. I'm using SalesTableListPage in FleetManagement model as below:

And FMSalesLimitWF is the name of my WorkflowType (which I should key in manually in that property)

I'm sorry for the Action menu, of the form, which form are you referring to ? The SalesTableListPage ? but it is a Display menu not Action.

Thanks

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VoltesDev on at

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Hi,

Is it possible because I created in Fleet Management Module, so the customisation is for that module only ?

Sales Order is not inside Fleet Management.

Thanks,

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