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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to add the custom ...
Finance | Project Operations, Human Resources, ...
Answered

How to add the custom field in the standard workflows

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Posted on by Adam123 534

Hi Guys,

Requirement -

I need to add the custom field "Job ID" in the standard workflow "Expense report".

pastedimage1655827106595v1.png

Solution-

I have added the custom field "Job ID " in the standard table "TrvExpTable"

pastedimage1655827216080v3.png

Now my  problem is, after adding the custom field "JobID" in the table "TrvExpTable" I can't able to see that custom field in workflow condition dropdown.

pastedimage1655827260557v4.png

Later I came to know that it should also be added in the "Query" as well, but I don't know in which query I should add.

How to find the standard workflow query.

Please help me to solve this..

I have the same question (0)
  • Verified answer
    abdultp Profile Picture
    abdultp 867 on at

    Hi,

    For the workflow type 'TrvDocumentTemplate' you can find the document 'TrvWorkflowExpHeader'. If you look into the query which is returned from the class method getqueryname(), it has data source 'TrvExpTable' with Dynamic Fields property set to No. You just need to extend that query & add the field 'JobID'.

    Regards,

  • Suggested answer
    Dynamics Community 101 Profile Picture
    Dynamics Community 101 310 on at

    Hi Jenifer,

    You need to add the field in workflow-query and it should automatically populate in the workflow conditions.

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