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Automatically Trigger Workflow without clicking the submit button in PO

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Business Scenario

We currently make use of two systems that integrates to create Purchase Orders.

Our maintenance team are able to create Purchase orders in MS Field Service which then automatically creates a Purchase Order in Dynamics 365 F&O. 

When the Purchase order is created in Dynamics 365 F&O it remains in draft status until someone clicks the workflow submit button. 

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We are trying to figure out if there is a way that we could make use of another Dynamics Purchase Order workflow to automatically trigger the current Purchase Order Approval workflow when it was created by the Field Service integration.

Background

We currently have the Purchase order workflow which is set up to assign the purchase order submitted to the relevant person for approval.

Basically we will need another Purchase order workflow which auto submits the purchase order if it meets all of the below criteria:

Created by = SteelServIntegration
Approval Status = Draft
Purchase order status = Open order

If all the before mentioned criteria is met, it must trigger this new workflow which in turn will trigger the current approval workflow.

  • Automatically Trigger Workflow without clicking the submit button in PO
    Hello there, May you please advise if you managed to Submit PO's automaticallly into workflow? If yes could you please help to share how you achieved this to this email
    santhosh15in@yahoo.com
  • Mohit Rampal Profile Picture
    Mohit Rampal 12,552 Super User 2024 Season 1 on at
    RE: Automatically Trigger Workflow without clicking the submit button in PO

    Hi Madeleine, I think you would need to have access to back end as to trigger the workflow when our purchase order is created. I don't think if it can be done from configurations.

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,552 Super User 2024 Season 1 on at
    RE: Automatically Trigger Workflow without clicking the submit button in PO

    Hi, You can write auto submission of workflow as mentioned in below article. Since , you would need all purchase order lines to be created before submitting workflow, you can create a batch job which will find purchase orders that are not submit and createdBy SteelServIntegration.

    community.dynamics.com/.../auto-submission-of-workflow-x

  • RE: Automatically Trigger Workflow without clicking the submit button in PO

    Thanks Komi. I did see this article, but unfortunately I don't have backend access so can't customize with code. I was hoping there is a way using front end. Hope this makes sense.

  • Suggested answer
    Komi Siabi Profile Picture
    Komi Siabi 12,759 Most Valuable Professional on at
    RE: Automatically Trigger Workflow without clicking the submit button in PO

    Hello Madelin,

    Check this.

    community.dynamics.com/.../auto-submission-of-workflow-x

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