Microsoft Dynamics 365 and Power Platform Library

There are times when clients want to start hierarchy approval from a specific worker and not from the one who initiated the workflow and then traverse up the hierarchy. Scenario: Invoices are coming from third-party into FinOps and creating tax invoice registers Setting the Approved by field at tax invoice register line level AP Clerk/Administrator assigns these invoices to correct worker for approval So, in the above scenario, the AP clerk initiated the workflow but the workflow will not go his/her line manager for approval instead it will be assigned to the owner (approved by) of the invoice. This is what we want to achieve - add a new Start from This Start from list get populated through getSupportedDataType() in  class  WorkflowHierarchyProviderHelper Create a new event handler class and subscribe to the delegate as shown below. P.S. WFOwner is the custom created EDT. class ECL_WorkflowHierarchyProv...

There are times when you want to add a new type of participant other than security role participants and user group participants, this post describes the steps to take and achieve this requirement. This is the final output Let's find out how did it work. This is how each type of participant exists in AOT so a new Workflow Participant Assignment Provider needs to be created in order to see it in the Type of participant list as for this example 'Vendor invoice approval provider' is being added. Created a new Workflow Participant Assignment Provider with the following properties. Available For All Workflow Templates = No [Just want to have this new Participant type vendor invoice approval workflow] Added new workflow type and link it with  VendInvoiceApprovalJournalTemplate which is the workflow type name for  Vendor tax invoice approval journal workflow   Each provider ...