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Dynamics 365 Community / Forums / Finance forum / Add Participant in wor...
Finance forum

Add Participant in workflow in D365

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Posted on by Naveen Mishra 4

Hi Guys,

I need to add Participant  type and Participant in Vendor Invoice Workflow like below screen shot .

Vendor Invoice workflow> Go to the approval step > Properties > Assignment > Role Based 

2746.jpg

The Participant field should default with " PO Requester "   if the type of participant selected is " Vendor Invoice PO approver".

0020.jpg

Please suggest how to achieve this .

Thanks.  

Categories:
Development / Customization / SDK
  • Verified answer
    Sumit Loya Profile Picture
    Sumit Loya 2,230 on at

    Hi Naveen,

    Look at these standard participant provider classes, you can then create your own participant provider class for the required workflow document.

    Go ahead and create new Provider in Workflow Providers node. Then under that Participant provider, add the Vendor invoice workflow type (I believe it is VendProcessInvoice) workflow type

  • Suggested answer
    Sumit Loya Profile Picture
    Sumit Loya 2,230 on at

    Hi Naveen,

    For developing Workflow participant provider, you can go through this blog here.

    Workflow - Detailed Development

    This explains workflow development in previous versions. But the development of Participant provider remains more or less the same. You can refer that particular section for your usage.

  • Naveen Mishra Profile Picture
    Naveen Mishra 4 on at

    The standard participant provider class is VendInvoiceWFParticipantProviderExpend.

    But i need some idea for create own participant provider class for the required workflow document, is there any link for this ?

    And How  to create new Provider in Workflow Providers node in D365.

  • Suggested answer
    Sumit Loya Profile Picture
    Sumit Loya 2,230 on at

    Hi Naveen,

    I shared a link previously. Please check that

  • Verified answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,741 Moderator on at

    Below are couple of links which will help you to create custom participant provider

    docs.microsoft.com/.../how-to-create-a-custom-workflow-provider

    workflowax.wordpress.com/.../

  • Sumit Loya Profile Picture
    Sumit Loya 2,230 on at

    Hi Naveen,

    Were you able to create the Workflow participant provider successfully?

  • Naveen Mishra Profile Picture
    Naveen Mishra 4 on at

    Hi Guys ,

    Thanks for response

    Below link also useful for D365FO

    daxture.blogspot.com/.../d365fo-add-new-participant-and-type-of.html

    Thanks

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