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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to remove a custom...
Finance | Project Operations, Human Resources, ...
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How to remove a custom workflow

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Posted on by Sophs@4Sight 223

Good day

We are busy with a Upgrade from AX2012 to D365 FnO. One of the customisations in AX2012 was a customised Vendor and Vendor Bank workflow.  They would like to remove the custom workflow and use the standard D365 FnO Change Proposal workflow.

I have removed all the customization code in D365 FnO, and tested it with Contoso data and it worked fine.  However when we bring in the upgraded data from AX2012 I get an error  "Object reference not set to an instance of an object.'

I have tried debugging and can see it occurs on old records.  What data must we remove, to still be able to see the history but not to have these workflows exisiing.

In short, what are the steps I must take to remove a customised workflow without breaking the data.

 

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  • Sophs@4Sight Profile Picture
    Sophs@4Sight 223 on at
    RE: How to remove a custom workflow

    Good day André

    Thank you I see that now. LOL.  Moving the history is one of my options.  (Workflow history tables not custom history).  I did think that I had solved it by ensuring that there were no open workflow tasks (Pending) and also removing the error status workflow records.  I thought that I had removed everything but then yesterday found the same error again. I found the error it was cause due to VendListPage still having the incorrect workflow on the form design.  I now have to extend the VendorChangeProposal by including custom fields.  Do you know where I can find a tutorial for this?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 298,251 Super User 2025 Season 2 on at
    RE: How to remove a custom workflow

    Hi Sophs@4Sight,

    You were the person that asked the initial question. So, in fact you are asking a question to yourself. Are you able to answer my questions which I asked before? Maybe we can then have a better understanding and try to help you.

  • Sophs@4Sight Profile Picture
    Sophs@4Sight 223 on at
    RE: How to remove a custom workflow

    Good day

    Were you able to solve this, as I have the exact scenario.  I did follow the steps to remove the workflow, but I am still getting the "Object reference not set to an instance of an object " on Vendors that were in Workflow.  I have verified and the vendors do not have any open workflows but they do have history for the old workflow. 

  • Suggested answer
    huijij Profile Picture
    huijij 19,811 on at
    RE: How to remove a custom workflow

    Hi Sophs,

    I think you should follow the correct steps to remove the workflow, deleting the code directly can lead to a lot of unexpected errors.

    learn.microsoft.com/.../delete-a-workflow

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 298,251 Super User 2025 Season 2 on at
    RE: How to remove a custom workflow

    Hi Sophs,

    When you talk about the history, can you elaborate if this is data in the workflow history form or some other (custom) tables? Have you considered not migrating this history and have an external report or read only access to the old system for the history?

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