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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / New workflow without e...
Microsoft Dynamics AX (Archived)

New workflow without empty document name

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Posted on by Community Member

Hi,
I have a question about the Workflow. I have created a new workflow on the forms and almost completed configuring the workflow. The workflow works but doesn't record document name. You can see in the example below that Workflow name is empty.

8738.ax.png
How to automatically get and set value from specific record to document name. Where is the place where I can define Document name?

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  • Community Member Profile Picture
    Community Member on at
    RE: New workflow without empty document name

    Thank you Jonathan that works great.

  • Verified answer
    Jonathan Halland Profile Picture
    Jonathan Halland 11,310 on at
    RE: New workflow without empty document name

    Hi. 

    Basically the document name is pulled from one of two places on the table which the workflow relates to.

    1. In the most simple case it pulls from the two "TitleField" properties defined on your table.

    2. Alternately you can override the "caption" method on the table to send back anything that you want.

    However just note that this both of these will affect your forms that use this table as well. Changing either of these two will show something new in the title bar of forms that use this table as a primary datasource.

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