Approver Name is not Displaying on Customized Form Dynamics 365 F&O

(0) Share

Report

Posted on by Community Member

Hello Experts,

I have trying to display approver name and approved date on my customized form and i an following this (Link) article. i write below code for displaying approver name.

   display public server WorkflowApprovalName  Displayapprovername()
       { 
        WorkflowTrackingStatusTable workflowTrackingStatusTable;
        WorkflowTrackingTable WorkflowTrackingTable;
        WorkflowApprovalName approvername;
        select firstonly workflowtrackingstatustable
        join workflowtrackingtable
        where workflowtrackingstatustable.ContextRecId == this.recid
        && workflowtrackingtable.TrackingContext == workflowtrackingcontext::WorkItem
        && workflowtrackingtable.TrackingType == workflowtrackingtype::Approval
        && workflowtrackingtable.WorkflowTrackingStatusTable == workflowtrackingstatustable .recid;
        {
            approvername = workflowtrackingtable.User;
             return approvername;
            this.ApprovedByName=approvername;
        }

    }

But when creating a new record and approver approves it , nothing appearing in form field. can someone advise what is the issue or if i am making any mistake in the code.

Form Field.

Also i want to see the approver name in SSMS using SQL script. i am using below query and expecting USER column to display the approver name but using this query it shows the wrong names not the approver name. please advise how to see approver name in SQL.

select * from workflowtrackingstatustable wfs
join workflowtrackingtable wft
on wfs.ContextRecId = wft.recid and CONFIGURATIONNUMBER='000401'

I have the same question (0)

All responses (15)

Answers (1)

Suggested answer

Gunjan Bhattachayya 35,423 on at

Like (0)

Report
RE: Approver Name is not Displaying on Customized Form Dynamics 365 F&O

Hi Sachin,

Please try this method and check if you get the approver User Id -

display public server WorkflowApprovalName Displayapprovername() { WorkflowTrackingStatusTable workflowTrackingStatus; WorkflowTrackingTable workflowTrackingTable; WorkflowTrackingCommentTable workflowTrackingCommentTable; UserInfo userInfo; select firstFast RecId, User from workflowTrackingTable order by RecId desc join workflowTrackingCommentTable where workflowTrackingCommentTable.WorkflowTrackingTable == workflowTrackingTable.RecId join UserInfo where UserInfo.id == WorkflowTrackingTable.User exists join workflowTrackingStatus where workflowTrackingTable.WorkflowTrackingStatusTable == workflowTrackingStatus.RecId && workflowTrackingStatus.ContextRecId == this.RecId && workflowTrackingStatus.ContextTableId == tableNum(this) && workflowTrackingTable.TrackingType == WorkflowTrackingType::Approval; if (workflowTrackingTable.RecId > 0) { approvername = workflowtrackingtable.User; this.ApprovedByName = approvername; } return approvername; }

As for the SSMS query, you can model this after the X query in the method above. As per your query, I have made some modifications but haven't tested it. You might need to tweak this more to get the desired result -

select * from workflowtrackingstatustable wfs join workflowtrackingtable wft ON wft.WorkflowTrackingStatusTable = wfs.RECID WHERE wft.CONFIGURATIONNUMBER='000401'

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Approver Name is not Displaying on Customized Form Dynamics 365 F&O

Hello Gunjan,

Thanks for looking into this issue , i have tried your method there is one error it shows. please advise what reference i should mention to correct it. please find the screen shot below.

Was this reply helpful? Yes No
Suggested answer

Gunjan Bhattachayya 35,423 on at

Like (0)

Report
RE: Approver Name is not Displaying on Customized Form Dynamics 365 F&O

Hi Sachin,

My bad. Please try this -

display public server WorkflowApprovalName Displayapprovername() { WorkflowTrackingStatusTable workflowTrackingStatus; WorkflowTrackingTable workflowTrackingTable; WorkflowTrackingCommentTable workflowTrackingCommentTable; UserInfo userInfo; select firstFast RecId, User from workflowTrackingTable order by RecId desc join workflowTrackingCommentTable where workflowTrackingCommentTable.WorkflowTrackingTable == workflowTrackingTable.RecId join UserInfo where UserInfo.id == WorkflowTrackingTable.User exists join workflowTrackingStatus where workflowTrackingTable.WorkflowTrackingStatusTable == workflowTrackingStatus.RecId && workflowTrackingStatus.ContextRecId == this.RecId && workflowTrackingStatus.ContextTableId == this.tableId && workflowTrackingTable.TrackingType == WorkflowTrackingType::Approval; if (workflowTrackingTable.RecId > 0) { approvername = workflowtrackingtable.User; this.ApprovedByName = approvername; } return approvername; }

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Approver Name is not Displaying on Customized Form Dynamics 365 F&O

Hello Gunjan,

I tried the method you have advised but unfortunately still Approved by field is not displaying anything.

Was this reply helpful? Yes No
Suggested answer

Gunjan Bhattachayya 35,423 on at

Like (0)

Report
RE: Approver Name is not Displaying on Customized Form Dynamics 365 F&O

Hi Sachin,

Please try this method and check if you get the approver Id -

display public server WorkflowApprovalName displayapprovername() { WorkflowWorkItemTable workitem; select workitem where workitem.RefRecId == this.RecId && workitem.RefTableId == this.TableId && workitem.Status == WorkflowWorkItemStatus::Completed return workitem.UserId; }

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Approver Name is not Displaying on Customized Form Dynamics 365 F&O

Hello,

Still the same nothing in approved by field.

Was this reply helpful? Yes No
Gunjan Bhattachayya 35,423 on at

Like (0)

Report

RE: Approver Name is not Displaying on Customized Form Dynamics 365 F&O

Hi Sachin,

On which table are you writing this display method? Is the same table linked to the workflow?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Approver Name is not Displaying on Customized Form Dynamics 365 F&O

Yes its the same table "DRFProjectTable" which i have mentioned during creation of this custom workflow. all other method like initValue() i have defined in this table only.

Was this reply helpful? Yes No
Gunjan Bhattachayya 35,423 on at

Like (0)

Report

RE: Approver Name is not Displaying on Customized Form Dynamics 365 F&O

Please share a screenshot of the properties of the "Approved By" field in the form design.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Approver Name is not Displaying on Customized Form Dynamics 365 F&O

Hello , Please find the Approvedby properties below.

Was this reply helpful? Yes No