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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Custom placeholder Wor...
Finance | Project Operations, Human Resources, ...
Suggested answer

Custom placeholder Workflow subject or instructions

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Posted on by KE-29081240-0 16
I want to add custom placeholder in purchase order workflow approval instructions area, same idea as display method but I wanna it work in those fields.
 
  • KE-29081240-0 Profile Picture
    KE-29081240-0 16 on at
    Custom placeholder Workflow subject or instructions

    Hi!

    Thanks for checking in! I appreciate your support. I’m happy to report that it’s all working now!

    Also looking forward to reading your blog post.

  • Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 1,920 on at
    Custom placeholder Workflow subject or instructions
    Hi!
    Just wanted to check up on this thread.
    Did you manage to get it working?
     
    I plan to write a short blog post on this if not (-:
  • Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 1,920 on at
    Custom placeholder Workflow subject or instructions
    Saw your edit. You should use an EDT for the return type with a label, such as description
  • KE-29081240-0 Profile Picture
    KE-29081240-0 16 on at
    Custom placeholder Workflow subject or instructions
     
  • Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 1,920 on at
    Custom placeholder Workflow subject or instructions
    The class you need to modify/extend is the PurchTableDocument class.
     
    You can identify the document class of an existing workflow by looking at the workflow type in the AOT. In this case, PurchTableTemplate

    Edit: I'm not able to reply. You need to use an EDT with a label, not the basic STR type
  • KE-29081240-0 Profile Picture
    KE-29081240-0 16 on at
    Custom placeholder Workflow subject or instructions
    I saw this solution before but I still don't know which workflow document class is related to purchase order workflow approval, or I just create the class which only extend WorkflowDocument and it will apply to all my workflows?

    Edit:

    Am I doing it right? because it doesn't show at placeholders list


  • Suggested answer
    Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 1,920 on at
    Custom placeholder Workflow subject or instructions
    Hi,
     
     
    Otherwise have a look in the standard application (Classes implementing WorkflowDocument).

    EDIT: Same procedure in AX2012 and D365 F&O
     

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