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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Workflow is not trigge...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Workflow is not triggering in D365 f&o.

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Posted on by RSX 204
Hi, 
I've set up a custom workflow for my custom form, which includes a status field. In the table's CanSubmitToWorkflow method, I've added a condition to trigger the workflow when the status is 'Draft'. Despite activating the workflow in the environment and creating a new record with the status set to 'Draft', the workflow still isn't triggering. Am I overlooking something
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Dynamics 365 Finance
I have the same question (0)
  • Layan Jwei Profile Picture
    Layan Jwei 8,118 Super User 2025 Season 2 on at
    Hi,

    Make sure the batch service is on

    Also when you say it's not triggering, what do you mean exactly? were you able to submit ur workflow but nothing happened after?

    And is this in ur devBox?
  • RSX Profile Picture
    RSX 204 on at
    Hi @Layan Jwei​​​​​​​
    Yes in Dev env.
    What I mean by 'not triggering' is that the option to submit the workflow itself isn't appearing.
  • Layan Jwei Profile Picture
    Layan Jwei 8,118 Super User 2025 Season 2 on at
    Hi,
     
    In which module did you add the form? Is 'active change management' enabled in the parameter setup form?
  • Waed Ayyad Profile Picture
    Waed Ayyad 9,039 Super User 2025 Season 2 on at
    Hi,
     
    Did you create workflow configurations for your workflow instance? Did you check security roles of the user?

     

    Thanks,

    Waed Ayyad

    If this helped, please mark it as "Verified" for others facing the same issue

     
     
     
  • RSX Profile Picture
    RSX 204 on at
    Hi,
    Yes, workflow configuration is completed and the version is active for that workflow. The user has admin role.
    It is in my custom module.

    The thing is, I have another similar custom form with similar custom Workflow and it is trigerring the workflow option to submit and it is working fine.

    I even compared both the custom workflow's, I dont see any difference. Still facing issue in one of them.
  • Layan Jwei Profile Picture
    Layan Jwei 8,118 Super User 2025 Season 2 on at
    Hi RSX,
     
    You didn't answer my question about 'active change management'
     
    Also is the 'workflow enabled' property on your form set to yes?
     
    And for the other workflow that is working fine, is it in the same module as the one not working?
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 9,039 Super User 2025 Season 2 on at
    Hi,

    1- Try to reset usage data.
    2- Do full build for your model.


    Thanks,

    Waed Ayyad

    If this helped, please mark it as "Ver​​​​​​​ified" for others facing the same issue

  • RSX Profile Picture
    RSX 204 on at
    Hi Layan,

    In this custom module, we do not have option of active change management in parameters. 
    Yes workflow is enabled in the form.
    Yes, the other workflow is in the same module. 
    Tried full build with synch, still same issue.
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 9,039 Super User 2025 Season 2 on at
    Hi RSX,
     
    Did you try to reset usage data? Are you sure you are using the correct query on your form? (The query that you used on workflow document query?)

     
     

    Thanks,

    Waed Ayyad

    If this helped, please mark it as "Verified" for others facing the same issue


  • Layan Jwei Profile Picture
    Layan Jwei 8,118 Super User 2025 Season 2 on at
    Did you debug the canSubmitToWorkflow method and made sure it really returns true?

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