Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Unanswered

Finance And Operations Customer Workflow Activation Trigger

(0) ShareShare
ReportReport
Posted on by 12

Hi All

I have created a custom workflow type in visual studio using 2 entities:

1. HCMRecruitingRequest

2. HCMCandidateToHire

I would like the workflow to trigger when the status of a Recruiting Request changes to Active. I have setup the Activation condition of the newly created workflow with the condition as specified.

In order to test this I have then navigated to Recruiting Requests and created a new Request, entered the details, click Save and finally click Activate at this time I expect the workflow to trigger however it does not.

Is there anything else that I can check to determine why its not doing this.

  • GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    RE: Finance And Operations Customer Workflow Activation Trigger

    I am not able to understand the functionality you are trying to achieve.

    If you want to submit the workflow via code, you need to add the logic for submission for workflow if you don't want to use submit button on the form.

    Refer to the below blog for submission of workflow via code. After submission, the approval will be assigned to one user. So how you are going to do that functionality?

    https://community.dynamics.com/365/financeandoperations/b/dynamics-365-fin-ops-technical-help/posts/auto-submission-of-workflow-x

    Thanks,

    Girish S.

  • Snehalb247 Profile Picture
    Snehalb247 12 on at
    RE: Finance And Operations Customer Workflow Activation Trigger

    Hi Girish, basically what I am looking for is for the workflow to trigger in the background. There is no requirement for the submit button to appear in the form. As soon as the form status is changed to active a workflow needs to trigger.

    I have setup the activation properties of the workflow for the same however it just does not trigger I am not sure what I am missing. How do I ensure the custom workflow I have created is listening to the correct table for inserted and updated records.

  • GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    RE: Finance And Operations Customer Workflow Activation Trigger

    Hi Sneha,

    Are you saying that submit button is not enables after the status is changes to Active?

    If yes, have you added the code in the canSubmitToWorkflow method at table level?

    Also have you added the workflow type in the form design property?

    Seems it's a standard form so you done the above using extension.

    Thanks,

    Girish S,

  • Snehalb247 Profile Picture
    Snehalb247 12 on at
    RE: Finance And Operations Customer Workflow Activation Trigger

    Hi Mohit

    It is is the Dev Environment, I can confirm the workflow batch jobs are running every minute the status changes to executing. Im assuming that also means the Batch service is running.

  • Mohit Rampal Profile Picture
    Mohit Rampal 12,552 Super User 2024 Season 1 on at
    RE: Finance And Operations Customer Workflow Activation Trigger

    Hi Snehalb247, Are the workflow batch jobs running in the environment?

    check the batch jobs here

    technologyblog.rsmus.com/.../

    If it is Dev environment, then ensure that batch service is also running.

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,965 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,836 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans