Dynamics Community Forum Thread Details

Two workflows on one form

Hello,

A workflow has been created for approval for cancelling sales order on the sales order form. The workflow is triggered when clicking 'Cancel' on the sales order form, and the workflow type has been set on the form design. A second workflow needs to be created for approval for modifying confirmed sales order. This new workflow should be triggered when clicking 'Modify' on the sales order form.

I have come across some discussions about two workflows on a single form, however, it is still not clear to me how to make these two workflows work on the same form.

For developing the new workflow, I will create a new workflow category, a new workflow type, and a new workflow approval process for the confirmed sales order modification. Additionally, I will set up a new workflow configuration for sales order modification.

Any suggestions on the correct place to add the code to let the system know which workflow type is being processed - cancel or modify? How can both workflows be made to work on the same form?

Thank you in advance!
Jenny

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