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Microsoft Dynamics CRM (Archived)

Workflow not showing all fields

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Posted on by 2,050

Hi,

I have a problem that when i want to create a workflow fo specific entity (Account) and certain field 

i cant find it, and noticed that standards fields like website, fax are not shown.

I tried with internet explorer and Firefox, the same happens.

 

Please help

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  • Suggested answer
    Abed Haniyah Profile Picture
    4,287 on at

    Hello Davor Sed,

    Go to settings > Customization > Customize the System > Entities > Account > forms > open the Default Account form and add the custom field there. Then it will show up in the workflow form for that entity.

    Hope this helps,

    Abed.

  • Davor Sed Profile Picture
    2,050 on at

    I have done that, the field website for example is from start on that form

  • Abed Haniyah Profile Picture
    4,287 on at

    Do you find your custom fields (and Website field)  when you open the Main Account form designer?

  • Davor Sed Profile Picture
    2,050 on at

    Yes i can see them, they are visible in all places but not in workflow editor 

  • Aileen Gusni Profile Picture
    44,524 on at

    Davor,

    See the additional fields section in the workflow editor?

  • Davor Sed Profile Picture
    2,050 on at

    Hi,

    Yes I see additional fields section, but it is not showing all fields

  • Davor Sed Profile Picture
    2,050 on at

    I don't know why this happens, but if i remove a field from main form i see it in additional fields section. But after that, if i add the field on the form I am not going to see it in workflow editor

  • Abed Haniyah Profile Picture
    4,287 on at

    You got this issue on all entities or only on one entity?

  • Davor Sed Profile Picture
    2,050 on at

    For now, only on Acc entitie.

    In summary section in workflow editor I don't see any field only sub-grids.

  • Aileen Gusni Profile Picture
    44,524 on at

    Davor,

    When you remove the fields from form it will be in the additional fields.

    Have you try using CTRL+F and really cannot find it?

    It can be caused by your display name, maybe you rename label in the Form that showing differently from the original display name.

    Thanks,.

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