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Finance | Project Operations, Human Resources, ...
Suggested answer

Allow edit field in Project Quotation after the workflow submission

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Posted on by 535

Hi All,

I have custom field in Project Quotation form. 

For our business purpose, we want to make the custom field editable even after the workflow has submitted in D365 finops

Please help me here

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Allow edit field in Project Quotation after the workflow submission

    Hi AXDeveloper,

    Allowing to edit a field after things have been approved through a workflow does not make sense to me.

    How will you every know and prove later on e.g. to your auditors what has been approved if things can be changed later on?

    Best regards,

    Ludwig

  • Suggested answer
    Gunjan Bhattachayya Profile Picture
    35,421 on at
    RE: Allow edit field in Project Quotation after the workflow submission

    Hi AXDeveloper,

    This will not be possible as the the form data sources are not editable after the workflow is submitted. You can however create a class which opens a dialog with the current value of the field. On changing the field value and closing the dialog, you can write code to update the record with the new value.

    You have to create a new menu item for this class and can place it on the form as a menu item button.

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