For the creation of Custom Workflow in Dynamics 365 F&O, Kindly follow the following steps; 1. Create a custom Enum WorkflowStatus or you can use an existing one. 2. Create a new table EmployeeLeave as defined below and add the above Enum as a field and name it LeaveStatus . 3. Create a new form EmployeeLeaveForm by using the above table as a data source. 4. Create a new Display Menu Item EmployeeLeaveForm for the above form and add to any Module by creating an extension of the Module Menu from the application Explorer. 5. Create a new Query EmployeeLeaveQuery and add EmployeeLeave as a data source. 6. Create a new Workflow Category EmployeeLeaveCategory . 7. Create a new workflow type EmployeeLeaveWorkflowType . • Category: Select the workflow category from the previous step • Query: Select the query created for the document table • Document menu item: Sel...
For Creating Extended Data Types (EDTs) in Finance and Operations of Dynamics 365 follow the following steps: Step # 1: Right-click on the project to Add -> New Items as shown in the figure; When you click the New Item , the new window is open as shown in the figure; Select the Data Types from the Side Bar and click on the Add button as shown in the figure; Step # 2: Now right click on the EDT and select the Properties as shown in the figure; When you click the Properties button, the left panel is open, you can set the properties of EDT here, mostly used properties are Label and Help Test. I have created four EDTs as shown in the figure; You can check the EDTs in the Application Object Tree ( AOT ) as shown in the figure; If ...
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