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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Query or report on sys...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Query or report on system workflows?

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Posted on by R Muilwijk 129

Has anyone ever built a SQL query or report on system workflows?

We have workflows configured per entity, for approval of invoices. I need to retrieve the conditions, approval steps, and approvers. This for audit purposes.

What I'm missing is a datamodel, so unsure which tables to get the data from, and how to link them together.

  • Suggested answer
    Bharani Preetham Peraka Profile Picture
    Bharani Preetham Pe... 3,634 Moderator on at

    Can you check workflowtrackingstatustable?

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,573 Moderator on at

    Hi Robin, Here is a SQL query which can be leveraged

    www.axug.com/.../viewthread

    Also, check this thread for some pointers

    community.dynamics.com/.../workflow-history-report-for-external-audit-purposes

  • R Muilwijk Profile Picture
    R Muilwijk 129 on at

    Thanks for the links and info, this is however not what I am looking for. As far as I can see the SQL shows historical approvals.

    what I need to retrieve is current workflow configuration, with the data as mentioned in my original post. Any help is welcome.

    Note: we have almost 200 entities configured, this is why I am trying to query on all the workflows.

  • Mohit Rampal Profile Picture
    Mohit Rampal 12,573 Moderator on at

    Got it, A workflow configuration will include record in many tables like WorkflowTable, WorkflowActionTable, WorkflowElementTable, WorkflowVersionTable etc. You would need help from Developer to find relationship in Workflow tables. I can't find any article that can help you.

    Note: You can see all workflow configurations in a legal entity from System Administration-->Workflow-->All workflow configuration

  • R Muilwijk Profile Picture
    R Muilwijk 129 on at

    thanks, will try some queries myself, if I manage to get something working, I'll share it here

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