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Finance | Project Operations, Human Resources, ...
Answered

Using Blocking Rules as a condition in credit management release workflow

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Posted on by 37

I have a credit management release workflow profile, and I want to add a condition to one of the approval steps, specifically as follows:

If the credit hold reason (aka blocking rule) is "Days Overdue", then run this step.

I've checked all available fields in the conditions, but none of them have what I need.

I considered creating multiple workflow profiles, one for each blocking rule.

Is there a way to set a specific workflow profile based on the blocking rule?

I have the same question (0)
  • Verified answer
    huijij Profile Picture
    19,811 on at

    Hi raghad,

    The workflow document class used for each workflow has a reference to a query. You can extend the workflow document query with your custom fields. Then you can use custom field on Workflow condition.

    www.tech.alirazazaidi.com/.../

  • raghad Profile Picture
    37 on at

    Is there a way to do this without using backend coding? Preferably using the D365 website itself or the workflow profile editor.

  • Verified answer
    saurabh bharti Profile Picture
    15,039 Moderator on at

    Looks like we don't have any standard condition for this. You need to go for some customization

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