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Automated submission of specific journals to workflow

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Posted on by MBates237

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Hello,

I have several journals, made up using 3 journal names, that are created by a logic app integration job from our payroll solution.

Is it possible for these journals to be submitted automatically after they are created?

Thanks,

Michael

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Dynamics 365 Finance

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Adis 6,602 Super User 2026 Season 1 on at

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Hi,

There are only automatic actions in a workflow to approve or reject the workflow when certain conditions are met.

However, there is no option to submit it automatically when the object, i.e. journal is created - it usually doesnt make sense to submit it right after it was created.

In order to meet your requirements, I would check out the following approaches:

Use a Business event to trigger a Power automate (PA) flow that submits a workflow. Could look something like the following. Business event needs to be developed and most likely an entity, so that you can submit the workflow with PA.

A very similar solution is to use the dataverse connection to achieve this instead of the FinOps connector. You dont need a business event then. The PA flow would be triggered as soon as a new row in dataverse is added, i.e. a journal is created with certain conditions as you dont want to submit workflows for every journal. In case there is a virtual entity that supports submitting a workflow its fine, otherwise you need to create one.

A different approach is to develop a setup somewhere in the parameters, f.e. General ledger parameters where you can add journals. Whenever a journal is created a workflow is being submitted by x++ code.

Kind regards, Adis

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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Hi,

Automatic submission is not available on the journals' workflows.

The only place where Microsoft has added automated submission to workflow in the past few years is the Vendor Invoice workflow, which is not journals.

Customization would be needed to get this done (automatic submission of journals),

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CA Neeraj Kumar 5,099 Super User 2026 Season 1 on at

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Hi @MBates237,

By standard, there is nothing available to do the auto-submission of workflow for journals as already mentioned by @Sohaib Cheema and @Adis.

You can consider X++ customization with help of given article, with more specific parameters on journal.

https://sainacloud.com/how-to-auto-submit-the-workflow-through-x-code/

If this helped, please mark it as "Verified" for others facing the same issue Keep in mind that it is possible to mark more than one answer as verified

Regards,

Neeraj Kumar

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Syed Haris Shah 1,613 Super User 2026 Season 1 on at

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HI @MBates237,

Unfortunately, there is no standard feature to submit workflow automatically. You need to consider option suggested by other experts.

If you find this answer helpful, please consider verifying the answer. 👍

Regards,

Syed Haris Shah

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Sagar121 1,190 Super User 2026 Season 1 on at

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Hi,

Since you are creating journals from Logic App, you will most likely be using a data entity.
You can take inspiration from the sample code below. Please note that this will always auto-submit the workflow for these three journals.

If you need to differentiate between records created via data entity and those created from the standard UI, you should add conditions in the code.

In this example, taken buffer of LedgerJournalTable buffer, but you can simply use this.

[ExtensionOf(tableStr(LedgerJournalTable))]

final class LedgerJournalTable_Table_Extension

{

    public void insert()

    {

        LedgerJournalTable ledgerJournalTable = this;

   next insert();

        ttsbegin;

        if(ledgerJournalTable.JournalName == ‘JournalNmae’))// add other 2 journals name here

        {

            Workflow::activateFromWorkflowType(workflowTypeStr('LedgerDailyTemplate'), ledgerJournalTable.RecId, 'auto submitted', NoYes::No, curUserId());

            ledgerJournalTable.WorkflowApprovalStatus = LedgerJournalWFApprovalStatus::Submitted;

            ledgerJournalTable.update();

        }

        ttscommit;

}

}

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André Arnaud de Cal... 303,995 Super User 2026 Season 1 on at

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Hi Michael,

You got several suggestions. Did you find your solution?

I would not go for the solution from Sagar as that will directly submit the workflow when creating the journal header, without any lines added.

In case you need to customize the data entity, and still need help, you can read my blog on the option to execute an action. Then you can add an action in your Logic Apps to call the workflow submission after creating all the lines.

Let your Operations Flow – Part 8 - Dynamicspedia

Note that next to the Fin & Ops connector, you can also use the Dataverse connector to execute the action.

Battle of the Connectors - Microsoft Dataverse vs Fin & Ops Apps (Dynamics 365) - Dynamicspedia

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MBates237 233 on at

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@André Arnaud de Calavon Thank you for the links, I will check them out. I agree on your reservations, submitting it straight away would mean no lines exist.

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