Custom fields not pulling through into the workflow

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Posted on by Median

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I'm trying to understand why some custom fields that I have added to a table used by our d365 F&O system are not pulling through into the the accompanying workflow for this section.

I can't spot a pattern I will/have added custom fields to this same area previously and they pull through to the workflow so they can be added to a body of an email the workflow generates. I came to add some more today and these new ones wont pull through.

Within the custom field section I have made 3 new fields within the table named QTQ_ProjProposals and ensured I have set each column to Enabled under the Entities section :

I then Save and Apply changes, once that is completed I open the workflow that uses the table to gather data for generating emails. Unfortunately at this point the 3 fields I created are not pulling through so they can be selected within the Insert placeholder options. However a field I had created earlier in the day and since deleted named NETestAdmin_Custom label NE Test Admin is still present :

I have tried removing them and adding them in directly from the form where user populate this data in the system, checking the workflow to see if they pull through before and after I enable them in the custom field section as well but no joy.

I close the workflow down in every instance and then reopen it after making the changes in the custom field section.

I'm really lost as to what I may have missed in order to make them pull through to the workflow particularly when I have successfully added NETestAdmin_Custom earlier that day following the same process.

Any guidance or advice would be greatly appreciated

Median

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Leah Ju Microsoft Employee on at

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Hi partner,

You should post the question in the following forum:

Finance forum (dynamics.com)

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Median 106 on at

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Update

I managed to resolve this myself, so I will put this update on in the hopes it may help someone else one day.

I resolved my issue by first enabling the he columns in the "Custom Field" section then applying the changes in there.

Once I did this I went to the "Data Management" then to "Data Entity" on the tile menu :

Once in there locate the entity in the table, select it and click "Modify target mapping" in the ribbon menu :

a list of the columns within this entity should be displayed and in my case the custom fields where missing from here. Click the "Generate mapping" and once this completes it should rebuild your mappings and include the custom fields you made. if it doesn't try adding them manually.

At the end click Save and then there must be a back ground process which processes the changes (assumed setup in a batch job) but I haven't be able to find that, I left our system over the weekend and Monday morning the fields had pulled through into the workflow selectable variables.

Cheers;

Median

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