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 ...

I developed a custom workflow and its setup its corresponding configuration, I was able to submit and everything but ended up getting the following error in my workflow history when the workflow system tried to assign it to user which is the part of managerial hierarchy. "Stopped (error): X++ Exception: Could not find user at SysWorkflowDueDateProvider-resolve SysWorkflowDueDateProvider-resolveDueDate SysWorkflowQueue-resume" I setup the workflow assignment for managerial hierarchy (position hierarchy) which was correctly setup under Human Resource > Common > Positions > Position hierarchy. Later when I checked the worker association with users I found that under user relation screen the user IDs are wrongly associated with workers.  Unfortunately this error message was coming due to wrong or missing worker and user assoication which is a must step for workflow to be processed perfectly. Workflow always work on Employee (worker) level not on user ...

I found a very good video describing how we can manage, update and deploy workflows in AX 2012. This demo is demonstrating how workflow is configured and running in Purchase Requisition Process. Link to video:  Manage, Update & Deploy Workflows