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Dynamics 365 Workflow customization

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Posted on by Saurabh_star

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Hi Guys,

I am trying to customize a workflow "Review original budget workflow" to add a new filter for the condition statement.

In the below screenshot I need to see ProjTable also along with Project Budget and Workflow.

Can someone suggest what elements to modify here. I couldn't really find any blogs and online documents on this topic.

I have created extension for ProjBudgetOrigWorkflowDocument Query and added the new table but it's not reflecting to the workflow. Is there some other elements to modify as well? If someone has relevant information to share, it will be great.

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André Arnaud de Cal... 304,121 Super User 2026 Season 1 on at

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The same question was asked on the Dynamics 365 Enterprise Edition forum. Answer also provided here: community.dynamics.com/.../264753

@Saurab Mukherjee, please don't duplicate your questions on multiple forums.

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