Limited number of fields in workflow

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Posted on by jma728

I am creating a workflow which uses a email template (Dynamics 356 on-premises) I the workflow designer I want to add a custom field from the lead entity in Regarding text box of the email.

I clicked the regarding text box and selected dynamic values from Form Assistant , select operator set To, Look for Lead. When I try to select the list of field from field list box the customer field is not available and noticed that only a limited number for fields available there. Another thing noticed was most of the fields available was lookup type. What I need to do to get my custom field in the list and use in email ?

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Customization / Solutions / SDK and API

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Aditya 260 on at

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RE: Limited number of fields in workflow

First of all publish your custom field customizations.

As Regarding is a lookup field, so it will show you the lookup fields in the "Look For" Options.

I think you should save and close the workflow and try doing the same steps in a new browser.
SmithJ 100 on at

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RE: Limited number of fields in workflow

A little more stuff to what Priyesh provided that could help you. You can almost every answer to your fields related query.

https://community.dynamics.com/365/b/dynamics365enterprisecloudfronts/posts/why-fields-go-missing-from-advanced-find-in-d365

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Smith
Admin | Office 365 E5
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Priyesh 7,392 User Group Leader on at

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RE: Limited number of fields in workflow

Hi,

Can you check if any field is marked for Searchable == No?

Please refer this post (this is in context of Advanced Find though) - d365demystified.com/.../

Hope this helps.