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Hi all,
Please
I am working on D365 FO
I have added a workflow for create new vendor
I have a problem with the approve button of workflow, I do not know why it is not come, I have well check the setting and the development, all is well
Hello Ann2015,
Apologies for the delayed response. I checked PU31 the latest platform that i upgraded to and it seems there is no approval workflow for new vendor creation. The existing workflow will work only for existing vendors.
Approach 1:
You will have to customise this workflow to trigger approvals for new vendors (Suggestion is to add a new task in the workflow and expose the same to MS power automate to simplify the custom development and also to make it more flexible).
Approach 2:
Well, Ax2012 Enterprise portal had this capability. If you have an Ax2012 environment with EP setup then maybe you can do a code comparison and then try to replicate the changes for workflow triggers with respect to new vendor creation.
Thanks,
Navneeth Nagrajan | Dynamics 365 Technical Consultant
Hi AlaaBa,
Appreciate if you kindly check all the suggestions / comments and provide us an update on this thread.
Best regards,
Sourav Dam
Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.
Hi Navneeth,
When I create a new workflow which workflow type should I use ? I currently used "proposed vendor changes workflow" and this creates a workflow only when I update a vendor. Which type should I use so that the workflow is created for "creating a new vendor" ? Thanks much.
Hello AlaaBa,
A few questions:
1. In the conditions section of the workflow, have you added a condition for creating a new vendor?
2. Have you added the user who needs to approve the creation of new vendor in the approval section of the workflow?
3. Also, does the user who needs to approve the creation of new vendor have the necessary privileges on VendInvoiceWorkflowApproveMaintain?
Thanks,
Navneeth Nagrajan | Dynamics 365 Technical Consultant
Hi AlaaBa,
You are not getting the "Approve" option because I can see that even after 59 minutes; no work item is created in this workflow.
When an work item triggers for approval, then only the approver will be able to see this "Approve" tab.
Kindly check in below areas.
1) System administration > Setup > batch group.
Make sure that for all the batch groups whatever you created in this form; batch servers must be available in the Selected servers section.
In above example; we have batch groups like 'Blank', 'Email' and 'Workflow'. You have to check in every batch group and push all batch servers from the "Remaining servers" section to "Selected servers" section.
2) System administration > Workflow > Workflow infrastructure configuration.
Make sure you have selected appropriate batch group as shown below.
3) System administration > Inquiry > Batch jobs.
In this form; workflow related batch jobs are set with "Waiting" status. And the recurrence of these batch jobs are set to "No End Date" so that these jobs should always run.
In addition; you can check the following to avoid any workflow related issues in future.
1) Make sure the person who is the approver; "Person" is linked with this user in the Users form.
2) User should have required role and privileges assigned to approve the workflow.
3) Make sure the approver is assigned in the workflow configuration form.
4) If the workflow you designed is "Participant" based; make sure this is appropriately setup in workflow configuration.
Kindly review and update us in this forum.
Best regards,
Sourav Dam
Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.
Hi,
Can you check which person got the task assigned?
You should be able to identify this via the WF history button.
Best regards
Ludwig
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