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Dynamics 365 Community / Forums / Project Service Automation forum / PSA - Where is the wor...
Project Service Automation forum

PSA - Where is the workflow option on the Project

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Posted on by Community Member

Hi

I wanted to create a workflow for the Project entity.

The creation of the WF was easy enough. The WF was created as on demand, and activated.

However, when trying to execute the WF from the project.
I cannot find the command to execute it.

environment: D365 and latest PSA version

Any ideas?

Regards

Steven

Categories:
Project Service Automation
I have the same question (0)
  • Eugen Glasow Profile Picture
    Eugen Glasow 6,359 on at
    RE: PSA - Where is the workflow option on the Project

    Hä? There is no standard workflow for the Project entity, it must be programmed. The existing ones are for the budget, quotations, project invoice proposal and timesheets. Not a Project.

    When it is programmed and configured, the respective Workflow button appears automatically on the ribbon.

  • Community Member Profile Picture
    Community Member on at
    RE: PSA - Where is the workflow option on the Project

    Hi Eugen

    Please can you further clarify your answer.

    Current this is what I see.

    6136.20180331-projectWF1.png

    6136.20180331-projectWF1.png

    Note there is no workflow option

    Thanks
    Steven

  • Eugen Glasow Profile Picture
    Eugen Glasow 6,359 on at
    RE: PSA - Where is the workflow option on the Project

    Sorry, my bad. You were talking about the new CRM's PSA module, I assumed AX' PSA module.

    Microsoft has truly created a confusion of tongues of the Babylonian extent.

  • Community Member Profile Picture
    Community Member on at
    RE: PSA - Where is the workflow option on the Project

    Thanks, I agree with your sentiments

  • Peter Gruendler Profile Picture
    Peter Gruendler 136 on at
    RE: PSA - Where is the workflow option on the Project

    Same applies to Connections.

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