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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Workflow for Create Ne...
Finance | Project Operations, Human Resources, ...
Suggested answer

Workflow for Create New Customer not showing on the DirPartyQuickCreateForm

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Posted on by Konrad U 804

This one is a puzzler for me. I am new to workflow but the examples seem good. However on the CustTableListPage form the add new customer brings up the DirPartyQuickCreateForm called by the CustomerQuickCreate menu item. The buttons on the form either cancel, save or save and edit. 

When I do save and edit the Custable approval submit button shows on the edit form which is goodness. The problem is without approval the new customer is already saved. 

Has anyone worked with this issue and found a solution? We could enable the DirPartyQuickCreateForm but we only want the approval on customer adds not everywhere the DirParty form is used. Sometimes simple is complicated?

Any guidance is appreciated.

Thanks

Konrad

  • Suggested answer
    faiz7049 Profile Picture
    faiz7049 2,256 on at
    RE: Workflow for Create New Customer not showing on the DirPartyQuickCreateForm

    Hi Konrad,

    As mentioned by André Arnaud de Calavon, Customer records needs to be saved first to be able to start a workflow.

    So you can write a code that will put on-hold for any new created customer by default then after workflow approval created customer will open for any transaction. This  is workaround to acheive it.

    I hope this can help to to acheive your goal.

    Thanks,

    Faiz

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 294,715 Super User 2025 Season 1 on at
    RE: Workflow for Create New Customer not showing on the DirPartyQuickCreateForm

    Hi Konrad,

    Can you share what exactly you have developed so far? Then we are able to check if you missed something or suggest how to continue.

    Note that the customer records needs to be saved first to be able to start a workflow. A new workflow status field should be maintained by the workflow. In addition, you need to add some more logic to prevent using the customer for transactions before the customer is approved.

  • Konrad U Profile Picture
    Konrad U 804 on at
    RE: Workflow for Create New Customer not showing on the DirPartyQuickCreateForm

    Michal,

    Thanks for the response. We have created a custom workflow with the workflow wizard for the customer table and it works fine for edits on the customer list page. It does not show on the add dialog. We have the same issue on the vendor list page, until the record is added and then edited it does not show the submit to workflow button.

    Maybe coding to automatically submit to workflow under the covers would help? Its confusing and lacks a good  walkthrough.

    Thanks

    Konrad

  • Suggested answer
    Michal Krejza Profile Picture
    Michal Krejza on at
    RE: Workflow for Create New Customer not showing on the DirPartyQuickCreateForm

    Hello Konrad,

    According to this page: Set up Accounts receivable workflows there's no Customer create workflow. 

    Also on Dynamics 365 Finance there's no Customer create workflow, but we have Customer workflow (since 8.0.4) - used for approving changes on customer: Customer workflow

    Could you confirm whether the workflow you setup is Standard or customized one ? 

    Thank you.

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