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

Set up tab page conditions
Application task

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

  • Met, on the workflow task dialog, the related section is hidden or disabled.
  • Not met, on the workflow task dialog, the related section is shown and enabled.

You can define several conditions for a tab page. The tab page is only hidden or disabled if all conditions are met.


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 Steps section, in the tree, select the desired tab page.
 

Note: Make sure the Steps section is in edit mode.
5. On the Tab page tab, in the Conditions section, click Add.
6. 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 shows fields of a specific workflow document record.
  • Step: Only shows fields of a specific step.
  • From previous steps: If this check box is selected, only fields are shown that are defined for previous steps.
7. Define the range of values that define the condition. The tab page is only hidden or disabled for the defined range of values.
  In the Range field, enter or select a value.
8.

Define the result if the condition is met. You can:

  • Hide the tab page. The tab page is not shown on the workflow task dialog.
  • Disable the tab page. The tab page is shown on the workflow task dialog. However, you cannot edit it.
  In the Condition action field, select an option.
 

Note: If several conditions are defined with different condition actions, and all conditions are met, the tab page is hidden.
Related to Notes

Edit step tab pages

 		 

Edit step tab pages

 		 

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