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Dynamics 365 Community / Forums / Finance forum / Can I use one worlkflo...
Finance forum

Can I use one worlkflow on two forms?

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Posted on by 972

Hi 

      I created a workflow for sales quotation, and build this to salesquotationlistPage form. However, I found there is a one more form, SalesQuotationTable, which is almost same with salesquotationlistPage. can I let those two forms have one workflow?

      Is this possible?

Best Regards,

JustZM

  • Mea_ Profile Picture
    60,286 on at

    Do you have any issue with it ? Look at PO approval, it works with list page and details, so why your would not work?

  • JustZM Profile Picture
    972 on at

    Hi Ievgen

         Could I know which two forms have a same Workflow type? I only found PurchTable form has a workflow. what is the other one.

         Currently, I am learning how to create and operate WF, so I meet this issue about how to set one WF on two different Form.

    Best Regards,

    JustZM

  • Sukrut Parab Profile Picture
    71,741 Moderator on at

    List page and details is one form two designs in case of purchase orders  so same workflow should be applicable for both forms . Check if your  form follows the same pattern.

  • JustZM Profile Picture
    972 on at

    Hi Sukrut

            What is your mean about "same Parttern" on Form, is it PatternVersion?

            I changed "WF Data Source/Enabled/Type" in SalesQuotationTable same to SalesQuotationListPage. But it did not work. Do you have any other ideas?

    Best regards,

    JustZM

    0184.41.png0184.41.png

  • Sukrut Parab Profile Picture
    71,741 Moderator on at

    Its not  form pattern. In case of purchtable and listpage form is same just different designs  . I did not check for SalesQuotationListPage, will check.

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