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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Workflow place holder

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Posted on by 518

We would like to add the Details description field from the header to the notification email for approval. We could not find the right field from the placeholder selection on the workflow editor. 

pastedimage1664287192452v3.png

Is there any way we can add the Details field on the workflow notification?

I have the same question (0)
  • GirishS Profile Picture
    27,843 Moderator on at

    Hi DNJ,

    You can make use of the Email template functionality in D365 which will help your scenario.

    Please go through the below link.

    https://www.linkedin.com/pulse/workflows-email-configuration-microsoft-dynamics-365-khan

    Thanks,

    Girish S.

  • Suggested answer
    Komi Siabi Profile Picture
    13,218 Most Valuable Professional on at

    Hi DNJ, 

    Here is the field name.

    %Purchase requisitions.Purchase requisition lines.BusinessJustification%

    Busi.png

  • DNJ Profile Picture
    518 on at

    I tried, but that field does not pop up.

    I am looking for a details field on workflow notification through Placeholder.

    pastedimage1664309776590v1.png

    Any thought

  • Suggested answer
    Komi Siabi Profile Picture
    13,218 Most Valuable Professional on at

    Hello,

    Did you please go through my reply ?

  • DNJ Profile Picture
    518 on at

    Hi, I read your reply. And modify the workflow with a placeholder, but the Details field is not poped up.

  • Suggested answer
    Komi Siabi Profile Picture
    13,218 Most Valuable Professional on at

    It is not popped on the workflow editor or you did not get that data in the notification?

  • DNJ Profile Picture
    518 on at

    Did not get the data in Notification.

  • Suggested answer
    Komi Siabi Profile Picture
    13,218 Most Valuable Professional on at

    Hi,

    After updating the workflow, make sure you saved and have the updated version activated. Also, you would have to submit a new document to workflow for this change to reflect.

    In addition, does the details field have data?

    if you have done the above and you are still unable to get the notification? Please share a screenshot of the setup.

  • JN-27040950-0 Profile Picture
    2 on at
    Hello everyone,
     
    I've been facing the same issue, the Details field won't show up on the Workflow Editor.
     
     
    The %Purchase requisitions.Purchase requisition lines.BusinessJustification% refers to the Reason field (above the wanted field).
     
    What I wanted to use is the Details field, I keep searching the placeholders but no results. Any help would be appreciated. Thanks
     
     

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