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Customer experience | Sales, Customer Insights,...
Suggested Answer

Workflow

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Posted on by 8

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

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  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    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/.../

  • Suggested answer
    Kipetcoff Profile Picture
    1,037 on at

    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

  • Ram Prakash Duraisamy Profile Picture
    2,287 on at

    Hi,

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

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