Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to activate change...
Finance | Project Operations, Human Resources, ...
Suggested answer

How to activate change management in a custom workflow

(0) ShareShare
ReportReport
Posted on by Dynamics365Admin 212
Hi,
 
In all projects screen, whenever a new project is created, it goes through a custom workflow. Upon approval, the projects gets finally created in the system.
Our requirement is that whenever any user wants to edit any information on the all projects screen, upon clicking the edit button, the workflow should get reactivated and the project status and finance approval status is set to /draft/.
As of now, we don't see the workflow button in the action tab when we click the edit button but we have the workflow button when we create a new project. Please help us achieve the same.
 
Thank you!
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,684 Super User 2024 Season 2 on at
    How to activate change management in a custom workflow
    Hi Txtxt,
     
    This can't be done with configuration only. It would require customizations to be developed using Visual Studio. To get similar functionality for the project management module you would need to reverse engineer e.g. the customer change approval functionality and understand how to implement this. 
  • Dynamics365Admin Profile Picture
    Dynamics365Admin 212 on at
    How to activate change management in a custom workflow
    Hi Kevin,
     
    Thanks for your response.  Could you please help us with the custom development, how to  reactivate the workflow when the project's fields are changed, and the project status and finance approval status is set to *draft*. Also, could you please share some links or docs that have the steps to achieve our requirement.
     
    Thanks.
  • Dynamics365Admin Profile Picture
    Dynamics365Admin 212 on at
    How to activate change management in a custom workflow
    Hi Andre,
     
    Thanks for your response. Could you please help with how to develop similar feature for all projects screen. I checked the project management and accounting parameters but I could not find the options that were present in the Account Receivables parameters setup for customers.
    Also please let me know that this functionality can be achieved from frontend only or would require some code to be written.
     
    Thanks
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,684 Super User 2024 Season 2 on at
    How to activate change management in a custom workflow
    Hi Dynamics 365 admin,
     
    There is a feature for customer and vendor change workflows in the standard application. You can develop a similar feature for the projects changes. See the documentation for an example: Customer workflow - Finance | Dynamics 365 | Microsoft Learn
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    How to activate change management in a custom workflow
    Hi,
    There is currently no such out-of-the-box functionality. You can customize a role so that only users assigned to that role are eligible to edit information about a project, and these project fields are non-editable, read-only to other users. 
    Or you can implement your requirements through custom development, reactivate the workflow when the project's fields are changed, and the project status and finance approval status is set to /draft/
    Best regards,
    Kevin

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,684 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,414 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans