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How to activate change management in a custom workflow

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Posted on by Dynamics365Admin

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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!

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André Arnaud de Cal... 291,240 Super User 2024 Season 2 on at

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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 216 on at

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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 216 on at

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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
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André Arnaud de Cal... 291,240 Super User 2024 Season 2 on at

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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
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Kevin Xia Microsoft Employee on at

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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

How to activate change management in a custom workflow

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