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Dynamics 365 Community / Forums / Finance forum / Using custom fields in...
Finance forum

Using custom fields in in a workflow

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Is it possible to use the contents of a custom field in a workflow condition? IE, I created a custom field in the LedgerJournalTable using the process within D365 FO. I was able to assign it to an entity and retrieve the data in a Bower BI report. However, when I go to the workflow and attempt to use the field in a condition, it is not available. How do I enable the custom field to be visible in the workflow process?

  • Verified answer
    André Arnaud de Calavon Profile Picture
    307,097 Super User 2026 Season 2 on at

    Hi Donald,

    The workflow document class used for each workflow has a reference to a query. You can extend the workflow document query with your custom fields. Then it should be available.

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