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Finance | Project Operations, Human Resources, ...
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Workflow Placeholders: How to List Document Lines as a Place holder in a Workflow?

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Posted on by 1,036
Hi dear community !
 
There is a standard workflow for performance reviews In Dynamics 365 FO.
Path: Dynamics 365 FO > Human Resource > Reviews > Ratings Tap.
 
Each review has lines called "Ratings".
 
I want to list the ratings lines in the review workflow approval message as a place holder.
Here is a screenshot of the form:
 
Unfortunately, I didn't see a standard placeholder for the rating lines in the workflow.
 
With the help of this thread, I learned how to add custom place holders through extending the workflow document class and adding a custom parameter method in the extension class.
But my problem is I need to list lines instead of adding additional fields.
I want to list the ratings and their scores as place holders.
 
Is it possible to list document lines as place holders in the workflow?
 
Any advice is appreciated !
Thanks in advance !
 
I have the same question (0)
  • Adis Profile Picture
    6,069 Super User 2025 Season 2 on at
    Hi,
     
    Have you tried or considered using Power automate using the dataverse connector or Fin&Ops connector to pick up the record and pull the data (lines) via an entity?
    If it works then I would consider sending mails via Power automate instead of the workflow engine.
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

  • André Arnaud de Calavon Profile Picture
    301,109 Super User 2025 Season 2 on at
    Hi Momochi,
     
    As Adis mentioned, you can consider using Power Automate to send the emails with line details. The standard workflow email notifications can't include lines, only field values as part of the placeholder functionality. 

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