web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Why can't we select Workflow status in Ledger daily journal workflow

(1) ShareShare
ReportReport
Posted on by 556
Hi all,
 
Regarding Ledger Daily Journal Workflow, for the main table LedgerJournalTable, as per my understanding the field to identify that the record is already approved or not is the field named WorkflowApprovalStatus.
May I know why this field not appeared in the workflow it self ?
This screen is taken from LedgerDailyJournalWorkflow, within its ApprovalJournal-Step like below picture:
 
And how to make the field appear ?
 
Thanks
 
I have the same question (0)
  • Suggested answer
    Waed Ayyad Profile Picture
    9,047 Super User 2025 Season 2 on at
     
    Can you check if you have this field on the query that is used on this Workflow. you can get the name of the Query from Document Class of the workflow  (getQueryName)  method
     
    for example, In this class LedgerJournalWFApprovalDocument the Query is LedgerJournalWFApprovals.
     
     
     
    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
     
  • BillurSamdancioglu Profile Picture
    19,856 Most Valuable Professional on at
    Hi,
     
    why do you need this field in the workflow conditions? What is the business case?
  • Ken Manhattan Profile Picture
    556 on at
    Hi Waed,
     
    After checking that query, it is not included, as below:
     
    But I found those fields (for table LedgerJournalTable) also lesser than what being displayed in workflow as well.
     
    Aside from it, if the field selection in Workflow editor is based on this Query, does it mean I have to customize this Query and add WorkflowApprovalStatus field manually through some extension ?
     
    Thanks,
     
  • Ken Manhattan Profile Picture
    556 on at
    Hi Billur,
     
    I want to make my workflow check if the approver already approve or not, in other words, already take action or not ?
    If it is not, I want to have the same step repeat (at least 1 time).
     
    So, I'm thinking, in that Step1, there will be no escalation, and let it over due, then I will add another step : Step2 with the same approver with some extend time limit. This step will only run if Step1 not yet approved or rejected. Does it make sense ? and does it applicable ? the intention is to make a reminder for the approver that he/she has not taking any action. Then in this Step2 I will set the escalation and for auto-reject, if the approver still not taking any action (for the 2nd time)
     
    Or do you have some idea how to make a reminder ?
    Worth to mention again, I only want to remind by email when it is due, not to auto reject or approved when there is no action. Purely just remind again by sending email notification.

     
    Thanks,
  • Suggested answer
    Waed Ayyad Profile Picture
    9,047 Super User 2025 Season 2 on at
     
    Yes, in case you want this field to appear in the Workflow, try to add it using an extension to the Query.
     
    For your question why you have more fields, do you have any other extension to the query? Also can you give me the name of the form that has this workflow?

     
    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
     
  • Ken Manhattan Profile Picture
    556 on at
    Hi Waed,
     
    Form is LedgerJournalTable. and for the Query, I don't have any extension in that query for now. 
    Thanks,
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    301,459 Super User 2025 Season 2 on at
    Hi Ken,
     
    In case a user will approve the journal in step 1, then the field value on the journal is not updated directly. So, in step 2, it is still pending. Your idea will not work as step 1 should be completed before it will activate step 2. In case you need to send reminders, you can e.g. use Power Automate flows sending emails based on open work items.
  • Suggested answer
    Expertopinionsa12 Profile Picture
    51 on at
     

    Hey Ken Manhattan,

     

    Good question! It seems like you're looking for the WorkflowApprovalStatus field in the LedgerDailyJournalWorkflow, but it's not showing up. To make it appear, you might want to check the configuration of your workflow. Ensure that the WorkflowApprovalStatus field is added to the appropriate form or view. If it's still not showing, try customizing the form to include that field. Sometimes, it's about tweaking the display settings. Hope this helps! If you need more assistance, feel free to ask Thanks!

  • Ken Manhattan Profile Picture
    556 on at
    Hi Andre,
     
    "step 1 should be completed before it will activate step 2", does it mean, even when it is overdue (time limit of Step1 exceeded), it will not trigger Step2 ?
  • Ken Manhattan Profile Picture
    556 on at
    Hi Expertopinionsa12,
     
    I've added the field "WorkflowApprovalStatus" in its form "LedgerJournalTable". I guess it does not need to be in the grid, right ? Currently, it is put in Tab General (just for testing)
     
    But somehow it is still doesn't show in field selection of the workflow:
     

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

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 732 Super User 2025 Season 2

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 413 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 289 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans