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Customization in Workflow In D365 F and O

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Posted on by Pranjal

Hi,

I created a custom workflow and it is working fine as standard but client wants some more condition on cancelation of workflow.

They want to disable workflow cancel button on the basis of status of Current record on form. we applied this custom Workflow on Production Order form. first thing we have two status fields on ProdTable one is workflow status second is Production Order Status. we are creating production order we will process the Report as finished Journal after posting this report as finished Journal we are locking the Production Order. We are using this workflow to get approval to releasing this production order from locking state.

So we have one scenario where this workflow will reject but production order will proceed to Ended state but because this workflow status is rejected therefor it is showing three button Resubmit, Cancel, View History. but client want to show only View History when Production order is Ended.

So please help me How to disable Workflow cancel and resubmit button on the basis of Production Order Status.

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huijij 19,811 on at

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Hi Pranjal,

Do you want to disable Workflow cancel and resubmit button base on conditions?

If so, I'm afraid it is not available for now. But you can create a new idea through the below URL, then ask your colleagues to raise up the votes.

Ideas (dynamics.com)

Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received.

Best Regards,

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GirishS 27,843 Moderator on at

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Refer to the standard timesheet form. They will have separate workflow design form. By default there will be 3 buttons in the form design. Based on the stages of the workflow (submit, approve, cancel) label id will be changed for each of the controls.

You can get the label text for the control and add validation for that based on the current record.

This is the workaround. I am not sure this will work.

You can try this as a workaround and check whether its meet your scenario.

Thanks,

Girish S.

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