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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Workflow
Customer experience | Sales, Customer Insights,...
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Workflow

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Posted on by PS10 428

Requirement is to let users generate a document before they submit it for approval after which all fields are locked and they cant make changes, whereas a preview document helps them to check on any mistakes, rectify and then submit for approval. 

To achieve this I should be able to trigger the workflow in such a way that when users want to have a preview and as many times they should be able to, just like click a button and generate the document as many times. 

Question is how can i mimic this button kind of functionality to trigger my workflow, which generates the document. 

Only struggle is to trigger. 

I was thinking may be use a two option field and whenever user click Yes, strat the workflow, however, it then needs to be re-set to No to let them re-run again, seems bit fiddly as a solution.

Thanks,

PS

  • Ram Prakash Profile Picture
    Ram Prakash 2,285 on at
    RE: Workflow

    Hi,

    You can use Microsoft flow to achieve the same in that use Filter Query to check the value is Yes or not

  • Suggested answer
    Kipetcoff Profile Picture
    Kipetcoff 1,002 on at
    RE: Workflow

    Hello,

    Try this approach https://www.cloudfronts.com/blog/d365-enterprise/d365-general/call-workflow-directly-from-a-button-using-ribbon-workbench/ 

    Another way you can do this is with Business Process Flow. Just start the workflow from a specific step

    pastedimage1663790124880v1.png

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    RE: Workflow

    Hi PS10,

    Create a new column in your table. Set on change of the workflow on this column. Update this column from JS and the workflow triggers. This is the very simple way.

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

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