Microsoft Dynamics AX (Archived)

Customized field as a condition in a customized workflow

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Posted on by binitshah

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We have customized a workflow for sales quotation and we have added a customized field on the sales quotation form.

We want to have a condition in the workflow on the customized field.

Can we add the same in the workflow?

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Sohaib Cheema 48,760 User Group Leader on at

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RE: Customized field as a condition in a customized workflow

yes, you can use that field in workflow condition.

in which table you have added that field?

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binitshah 660 on at

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RE: Customized field as a condition in a customized workflow

SalesQuotationTable

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Sohaib Cheema 48,760 User Group Leader on at

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RE: Customized field as a condition in a customized workflow

Yeah this table is part of Document of this workflow.

you can proceed to AOT query named as PSAProjQuotation, since fields are already set to dynamic, so I don't think any extra effort is needed here, you can use field directly in workflow as condition, after generating CIL. Also make sure your customized field has unique label, so you can identify it easily on Workflow configuration.

Needless to repeat again, if we don't generate incremental CIL, sometimes new fields are not available on workflow configuration.

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Ali Zaidi 4,655 on at

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RE: Customized field as a condition in a customized workflow

Yes, you can do this, Explore the Workflow approval Class, There you can add custom logic based on customized fields. In this approval class you have reference rec id of record, you can done query on table and apply required logic on it.

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Verified answer

Muhamamd Masood 55 on at

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RE: Customized field as a condition in a customized workflow

Hi Binit,

just add that custom fields in workflow document query, Generate incremental CIL, it will show in Workflow condition.

For calculated values add method in workflow document class, Generate incremental CIL, it will show in Workflow condition.

Hope it will be helpful.

Regards,

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binitshah 660 on at

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RE: Customized field as a condition in a customized workflow

Dear Muhammad,

Thank you for the help.

It Worked.

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Husna Yusuf 1,094 on at

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RE: Customized field as a condition in a customized workflow

hi Masood,

Would u tell me what is Workflow document Query?

Is it a Query or Table or View or MAP or somthing kind of Set UP?

and where can i found it?

I made a custom on PurchAgreementHeader, i have add one field. but its doesnt show on Worfklow Design especially when u start to make some Conditional. The system just show me the standard AX fields of PurchAgreementHeader table.

but let say i choose the wrong table, then i made a custom in AgreementHeader table, but still the system doesnt show me my custom field.

thank u for your attention

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