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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to make Form Refer...
Finance | Project Operations, Human Resources, ...
Answered

How to make Form Reference of ID Field in Work Items Assigned to Me Screen to take me to the record

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Posted on by Momochi 1,036
Greetings dear community !
 
I have a custom workflow. When there is a pending approval on the workflow, it will be listed in a screen under Employee Self Service workspace named: "Work Items Assigned to Me".
In this screen, the workflow ID of the pending approval will be listed. And you can click on the ID to go to the referenced form (For example PO approval, if you click on the workflow ID on this screen, it will take you to the PO screen with the referenced record opened in detail).
 
Now the issue is that when I click on the custom workflow approval ID, it will takes me to form without highlighting the referenced record, and I need it to take me to the specified record. It is now opening the form and highlighting the 1st record on the list instead of highlighting the record it self.
How can I make the form reference to reference the record of the request?
 
I tried to change some properties on the menu item of the WorkflowType (Document Menu Item), like "Needs a record" changed it to "yes" and open mode to "View" instead of Auto. but it didn't work out.
 
Screenshot for the location of Work items assigned to me screen:
 
Screenshot of the actual screen:
 
How can I make the ID field reference the actual record instead of taking me to the form set me at the 1st record on the screen?
 
Any advice is appreciated !
 
Thanks in advance !
Categories:
Microsoft Dynamics AX
Dynamics 365 Finance
I have the same question (0)
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 9,039 Super User 2025 Season 2 on at
    Hi,
     
    Try to set title field1 on the table to the reference Id (Employee Id) on your custom table, sync database and try again.
     
     

    Thanks,

    Waed Ayyad

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

  • Momochi Profile Picture
    Momochi 1,036 on at
     
    The "Title field 1" property is already referencing the employee id. and title field 2 is already populated with a date field. similar to what is shown on the ID field in the post's screenshot.
  • Momochi Profile Picture
    Momochi 1,036 on at
    I found that the custom table does not have a number sequence.
    And the table property named "Create Rec Id Index" is set to "No". Does this affect the issue I'm facing?
  • Momochi Profile Picture
    Momochi 1,036 on at
    I'm also thinking it's because of the form pattern.
    The referenced form does not follow a pattern.
    So I decided to create another form with a details master design pattern with a different display menu item.
    But when I changed the WorkflowType "Document menu item" property to the new form menu item, it still takes me to the original form.
    I also tried changing the same property (Document menu item) on the workflow approval object in AOT to reference the new form menu item and still it takes me to the original form.
    How can I change the referenced form for the workflow?
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 9,039 Super User 2025 Season 2 on at
     I don't think the form pattern is the cause of the issue.
    1- Did you set reference form property on the table to your form (New one /or first one)? If no, add it and tell me the result.
    2- Did you add workflow to your new form? and removed it from the previous one?
    3- When you created new form and connect it to the workflow, did you activate new instance of the workflow?
     
     
     

    Thanks,

    Waed Ayyad

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

     
     
  • Momochi Profile Picture
    Momochi 1,036 on at
     
    I changed the old form Display Menu item object reference to refer to the new form and now the workflow approval takes me to the new form.
     
    But the main issue is still there.. It always goes to the first record in the form instead of the referenced record of the workflow...
    But now because of the design pattern, it opens the first record in details screen.
     
    Regarding your inquiries, here are the answers:
    1- Did you set reference form property on the table to your form (New one /or first one)? If no, add it and tell me the result.
    Answer: It was empty! I selected the new form with the design pattern of details master but still it goes to the first record of the form...
     
    2- Did you add workflow to your new form? and removed it from the previous one?
    Answer: I removed the workflow from the old form and kept it in the new form only. Still goes to the first record.
     
    3- When you created new form and connect it to the workflow, did you activate new instance of the workflow?
    Answer: I created a new version of the workflow using the workflow designer and activated it. Still goes to the first record of the form....
     
    It's really frustrating. I'm unable to find anything else to control the reference of the hyperlink for the work item assigned to me for this custom workflow.
     
    Is there any parameter that needs to be passed in the custom workflow classes?
  • Verified answer
    Momochi Profile Picture
    Momochi 1,036 on at
     
    It finally worked after I tried the solution shared in this Thread !!!
    As per the suggested solution by Sathish Chinnappan in the comments, I changed the following Display Menu Item properties:
    - Enum Parameter Type = FormOpenMode
    - Enum Parameter = ForEdit
     
    I really don't understand why it worked this way, even though I have other custom workflows that doesn't have these values in the properties mentioned above. But it's working in my case here in this workflow which I'm facing the issue with.
     
    Anyway thank you Waed ! I really appreciate your help and support !

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