How to submit "project quotation" workflow by code?

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Posted on by DELDYN

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Hi,

I'm creating a project quotation by code through a custom service. So after creating it, i would like to auto submit the workflow inside the service as well.

1. How can i do that via x++?

2. How can i add validation, to only go through this code, if the workflow button is there, i mean if someone deactivated the workflow, then no need to go through this code

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DELDYN 556 on at

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Any idea?

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Waed Ayyad 9,212 Super User 2026 Season 1 on at

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Hi @DELDYN,

You can use this code to submit the record to workflow by code, just change the information based on your table, and workflow type:(For Question 1)

// submit to workflow ttsbegin; CustTable::updateWorkflowState(proposal.custTable, CustTableChangeProposalWorkflowState::Submitted); // Activate the workflow. Workflow::activateFromWorkflowType(workFlowTypeStr(CustTableChangeProposalWorkflow), proposal.custTable, "@AccountsReceivable:CustChangeProposalSubmit_SubmittedMessage", NoYes::No); ttscommit;

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Waed

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Waed Ayyad 9,212 Super User 2026 Season 1 on at

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Hi DELDYN,

For the Question 2:

WorkflowVersionTable workflowVersion; workflowVersion = Workflow::findWorkflowConfigToActivateForType(userRequest.workflowType(), userRequest.RecId, tableNum(UserRequest)); if (workflowVersion.Enabled) { Workflow::activateFromWorkflowConfigurationId( workflowVersion.ConfigurationId, userRequest.RecId, workflowComment, NoYes::No); } else { if (!workflowVersion || !workflowVersion.workflowTable()) { workflowDisplayName = userRequest.workflowType(); } else { workflowDisplayName = workflowVersion.workflowTable().Name; } throw error(strFmt("@GLS130222", workflowDisplayName)); }

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Waed Ayyad

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Waed Ayyad 9,212 Super User 2026 Season 1 on at

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Hi DELDYN,

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Layan Jwei 8,266 Super User 2026 Season 1 on at

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For project quotations,

Here's the code needed:
ttsbegin; WorkflowVersionTable workflowVersionTable; workflowVersionTable = Workflow::findWorkflowConfigToActivateForType(workFlowTypeStr(PSAProjQuotationTemplate), salesQuotationTable.RecId, tableNum(SalesQuotationTable)); if (workflowVersionTable.Enabled) { PSAProjQuotationSubmitSend submitToWorkflow = new PSAProjQuotationSubmitSend(); submitToWorkflow.parmWorkflowVersionTable(workflowVersionTable); submitToWorkflow.parmWorkflowComment("Add your comment here"); PSAProjQuotationSubmitSend::submitToWorkflow(submitToWorkflow.parmWorkflowVersionTable().ConfigurationId, salesQuotationTable.RecId, submitToWorkflow.parmWorkflowComment()); } ttscommit;

Thanks,
Layan Jweihan
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