1. To-Increase Dynamics 365 for Finance & Operations
  2. Data entry workflow
  3. Design
  4. Manage data entry workflow template changes

Monitor workflow template changes

You can monitor workflow template change sets in several ways:

  • On the Data entry workflow templates page, you can show the project version status and the project version history log.
  • You can open the Workflow template change management page that shows all workflow templates, change sets, and the current status.


Designer (Data entry workflow) Designer (Data entry workflow) Start Start View workflow template change log View workflow template change log To monitor workflow template change sets, on the Data entry workflow templates page, you can show the workflow template change set: Status History log Procedure 1. Go to Data entry workflow > Design > Data entry workflow templates. 2. In the list, find and select the desired workflow template. 3. On the Action Pane, click General. 4. Sub-task: View workflow template change set status. 5. Click Show status. 6. Sub-task: View workflow template change set history log. 7. Click Show log. 8. Click Close. 9. Close the page. Monitor workflow template change sets Monitor workflow template change sets To monitor data entry workflow template change sets, you can open the Workflow template change management page that shows: All data entry workflow templates. For each workflow template, the latest change set, and the change set in the current environment. For each selected data entry workflow template, the change set history log. Procedure 1. Go to Data entry workflow > Inquiries > Version management > Workflow template version management. 2. In the list, find and select the desired workflow template. End End

Activities

Name Responsible Description

View workflow template change log

Designer (Data entry workflow)

To monitor workflow template change sets, on the Data entry workflow templates page, you can show the workflow template change set:

  • Status
  • History log

Monitor workflow template change sets

Designer (Data entry workflow)

To monitor data entry workflow template change sets, you can open the Workflow template change management page that shows:

  • All data entry workflow templates.
  • For each workflow template, the latest change set, and the change set in the current environment.
  • For each selected data entry workflow template, the change set history log.

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