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How to create the custom workflow

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Posted on by Adam123

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Hi Guys,

https://community.dynamics.com/365/financeandoperations/b/nareshsdynamicsaxblog/posts/create-custom-workflow-in-d365-dynamics-365

I am following above link for creating custom workflow.

In this link ,In 7th step they were enabling the workflow type in the form, But in my form i can't able to see the workkflow type i have created , In my "workflow type" property in form design is empty.

What mistake would I have done .

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Bala Chandra 355 on at

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Hi,

Can you double check whether you have created workflow type ??

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saurabh bharti 15,039 Moderator on at

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Hi Jenifer,

Can you please explain the exact reason for workflow development? Did you explore the option of power automate based on business events?

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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Hi Jenifer,

Are you trying to apply workflow on an existing or a custom form? Are the form and the workflow type in the same model?

In some cases, the lookup is not working, but you might also try to type the value manually.

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Blue Wang on at

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Hi Jenifer,

Please write the workflow type name in it and complete the the remaining steps.

You will face this again when you will try to add workflow approval element to the supported element under the workflow type.

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Adam123 534 on at

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I have completed all the steps given in the link, and i have added it manually in 'Workflow Type" Property,but i am not getting it in form.

and i have rechecked it,but i can't able to found the cause of it.

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Blue Wang on at

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Hi Jenifer,

Have you set up a workflow in your module and activated it?

Then you can check if your enumeration value is available normally and you can debug your code.

You just said it doesn't display, did you get any errors?

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Adam123 534 on at

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Yeah i didn't activate the workflow in my module,How to activate it?

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Blue Wang on at

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Hi Jenifer,

Enter the module you bound, create a new workflow, select your custom workflow type, then enter the account verification and design the workflow, and it will remind you that you need to activate it after saving

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Rahul Mohta 21,032 on at

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sharing one more helpful link

community.dynamics.com/.../create-custom-workflow-in-d365-dynamics-365

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Sachin31 65 on at

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Hello Andre,

I have the similar issue , typing manually WF type name is not working either. my WF and Form are in same model and i am building WF on Custom Form. Please advise

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