Custom placeholder Workflow subject or instructions

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Posted on by KE-29081240-0

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.

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Jonas "Jones" Melgaard 4,988 Most Valuable Professional on at

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Hi,

You add a calculated field to the workflow document.
I found some documentation on it here: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/organization-administration/workflow-type-document-create#add-a-calculated-field-to-the-workflow-document-class

Otherwise have a look in the standard application (Classes implementing WorkflowDocument).

EDIT: Same procedure in AX2012 and D365 F&O

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KE-29081240-0 18 on at

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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

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Jonas "Jones" Melgaard 4,988 Most Valuable Professional on at

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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

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KE-29081240-0 18 on at

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Jonas "Jones" Melgaard 4,988 Most Valuable Professional on at

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Saw your edit. You should use an EDT for the return type with a label, such as description

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Jonas "Jones" Melgaard 4,988 Most Valuable Professional on at

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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 (-:

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KE-29081240-0 18 on at

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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.

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