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Finance | Project Operations, Human Resources, ...
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Workflow failed to create a session

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Posted on by 6,447
Hello,
We are getting below error message when we submit the workflow to approve the free text invoice
 
/Stopped (error): X++ Exception: Failed to create a session;
confirm that the user has the proper privileges to log on to Microsoft Dynamics 365 for Finance and Operations.
at SysWorkflowDocument-assert
SysWorkflowDocument-assertPermission
SysWorkflowWorkItem-create SysWor/
 
Currently we just test this workflow and we only have 1 condition based on the invoice amount and the 2 (true / false) approvals, but without any automatic action and without /use final approver/. So there are no users defined on workflow.
Only user I see on workflow setting is the /Owner/ which does exist in the system as Administrator.
I also analyzed the partitions and Admin user based on some googling. In this environemnt we have 1 partition and 1 admin user is enabled.
 
Any idea what the problem might be?
 
Thanks
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 7,572 Super User 2025 Season 1 on at
    Workflow failed to create a session
    Hi @vuivui,
     
    What is the assignment type that you're using? Did you try to run another workflow with the same Configuration?
     
     
     
    Thanks
    Waed Ayyad
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,516 Super User 2025 Season 1 on at
    Workflow failed to create a session
    Hi Vuivui,
     
    When you tell that all these users are in the system and have access, are they really able to login? Do you have an issue with this workflow only? Are there more workflows in your environment where this isn't an issue?
  • Johnny Profile Picture
    Johnny 6,447 on at
    Workflow failed to create a session
    Hello Andre.
    I checked all the users assigned to the role that is defined in Workflow and all of them are in the system and have access.
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,516 Super User 2025 Season 1 on at
    Workflow failed to create a session
    Hi,
     
    In case the settings are set to have the assignment role based, check if all users assigned to the custom role have correct login settings. During the approval task assignments, it might fail in case of incorrect settings for the users.
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 7,572 Super User 2025 Season 1 on at
    Workflow failed to create a session
    Hi @vuivui ,
     
    It seems you don't set the assignment type setup. Which type do you want to use? for example, if you chose user, then you should select Ax user. As in the below image
    also, you should enter message by double click on the warning, then you can enter a subject and instruction. the click close, then save and close and then choose to activate new version. 
     
     
     
     
     
     
     
     
     
    Regards,
    Waed Ayyad
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
     
  • Johnny Profile Picture
    Johnny 6,447 on at
    Workflow failed to create a session
    Hello Waed,
    there are following setups and I describe below what happens when I click on each of it
    Participant ==> Assigment: Role Based: (Custom role name)
    Hierarchy ==> When I click on it it shows error: "Stop condition: You must specify stop condition for hierarchical assignment". Assigment: Hieraqrchy based: starting from Workflow originator
    Workflow user ==> Assigment: Role based: Workflow originator
    User ==> Assigment: it's empty. I get error "Users: You must select at least one user"
    None ==> Error "None isn't supported"
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 7,572 Super User 2025 Season 1 on at
    Workflow failed to create a session
    Hi @vuivui,
     
    Can you double click on the approval step, you will get a new button called assignment type in the action pane, click on it and send us the screenshot of its setup.
     
     
     
    Regards,
    Waed Ayyad
     
  • Johnny Profile Picture
    Johnny 6,447 on at
    Workflow failed to create a session
    Hi all,
    below screenshots from Workflow.
     
    This is how workflow looks like. Condition based on amount (Let's say if total amount > 1000 true, else false). and 2 approvals.
     
    Then, yes, it's not very logical right now, but we just test it. Both approvals (true and false) looks exactly the same. No Automatic actions are defined and no Final approval. 
    So based on this configuration it should go through without any problems right?
     
    As I explained, only user I see in workflow configuration is a "Owner" who is System Administrator in D365
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Workflow failed to create a session
    Hi,
    Can you provide more information, such as the configuration of the workflow, or the flowchart, to help us better solve the problem for you? The current information is not sufficient to support our judgment on your issue.
    Best regards,
    Kevin
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,516 Super User 2025 Season 1 on at
    Workflow failed to create a session
    Hi Johnny,
     
    Can you share a screenshot of the workflow configuration? You mentioned 2 approvals. Is the owner configured to act the approval?

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