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Finance forum

Workflow on existing(default) form

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Posted on by Uzair Saleem 131


Hi,

I am trying to create Custom workflow on SalesAgreement form by default not available. I created the whole workflow from scratch assigned the workflow properties thru code on form post_init method. but workflow not activated at all?

I am using the latest update.
How can we activate a workflow on default forms?
Please advise.

Categories:
Development / Customization / SDK
  • darshana.parnaik Profile Picture
    darshana.parnaik 210 on at
    RE: Workflow on existing(default) form

    Thanks,

    I have follow each and every steps but canSubmitToworkflow methos is not called.

    That's why workflow button is not enabled.

  • Suggested answer
    Uzair Saleem Profile Picture
    Uzair Saleem 131 on at
    RE: Workflow on existing(default) form

    Dear Nikita,

    Please cross verify your steps with below link and check if something missing.

    community.dynamics.com/.../avoid-over-layering-in-development-of-workflows-on-existing-form

  • Uzair Saleem Profile Picture
    Uzair Saleem 131 on at
    RE: Workflow on existing(default) form

    Dear Nikita,

    Do you receive any error? what was the outcome doing steps? can you please share some details?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Workflow on existing(default) form

    try this

    github.com/.../353

  • darshana.parnaik Profile Picture
    darshana.parnaik 210 on at
    RE: Workflow on existing(default) form

    Hi, Uzair

    Thanks for reply, I have complete all these steps using above link for VendTable but Workflow button is not enabled.

  • Suggested answer
    Uzair Saleem Profile Picture
    Uzair Saleem 131 on at
    RE: Workflow on existing(default) form in Dynamics 365 for operations

    Hi Nikita,

    Now it's available, you create workflow without over layering.

    Please check below link for steps need to perform

    https://community.dynamics.com/365/financeandoperations/b/alirazatechblog/archive/2018/11/23/avoid-over-layering-in-development-of-workflows-on-existing-form-extension-version-dynamics-365-for-finance-and-operations

  • darshana.parnaik Profile Picture
    darshana.parnaik 210 on at
    RE: Workflow on existing(default) form in Dynamics 365 for operations

    Hi Uzair,

     I have same requirement for creating workflow on existing form.

    So have you created. Please help me for this.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,661 Super User 2024 Season 2 on at
    RE: Workflow on existing(default) form in Dynamics 365 for operations

    Hi Uzair,

    You can review the provided link and also have a look at the next link for more documentation: docs.microsoft.com/.../workflow-subsystem

    Did you both build you solution and synchronized the database?

  • Uzair Saleem Profile Picture
    Uzair Saleem 131 on at
    RE: Workflow on existing(default) form in Dynamics 365 for operations

    Hi Andre,

    Thanks for the update..

    Yeah I added table methods as well. But table method (canSubmitToWorkflow) didn't execute at all. That is the reason.. But how can I resolve this?

    Which event need to be used because? or SalesAgreementHeader by default no event available for this method like exist on those table where workflow provided by default.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,661 Super User 2024 Season 2 on at
    RE: Workflow on existing(default) form in Dynamics 365 for operations

    Hi Uzair,

    You have used the wrong product tag. "Sales" is related to CRM features (plan 1). You had to use "Finance and Operations".  have corrected this for you.

    Please review if the blog from Naresh can help you. E.g. did you create the table methods? community.dynamics.com/.../create-custom-workflow-in-d365-dynamics-365

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