1. To-Increase Dynamics 365 for Finance & Operations
  2. Data entry workflow
  3. Activities

Set up step conditions
Application task

You can define conditions for each workflow step. On workflow execution, if the step conditions are:

  • Met, the step task is created and assigned.
  • Not met, the step task is created and skipped.


Standard procedure

1. Go to Data entry workflow > Design > Data entry workflow templates.
2. In the list, click the link of the desired data entry workflow template.
3. Click Edit.
4. In the Workflow diagram section, select the desired step.
 

Note:

  • Make sure the Steps section is in edit mode.
  • You can also select the desired step in the Steps section, in the tree.
5. In the Steps section, click the Conditions tab.
6. Click Add.
7. Define the field which values you want to use to set a condition.
  In the Record field field, enter or select a value.
 

Note:

You can only use fields that exist in the workflow document. The field lookup has several options to filter the workflow document fields that are shown:

  • Document record: Only show fields of a specific workflow document record.
  • Step: Only show fields of a specific step.
  • From previous steps: If this check box is selected, only fields are shown that are defined for previous steps.
8. Define the range of values that define the condition. The data entry workflow step only applies to the defined range of values.
  In the Range field, enter or select a value.

Notes

During workflow execution, the workflow can return to a task which step conditions were not met the first time. However, values that are used in conditions can be changed in the mean time. Therefore, each time a workflow task is created, the applicable step conditions are applied again.

Related to Notes

Edit step setup

 		 

Edit step setup

 		 

Edit step setup

 		 

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