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

Set up field group conditions
Application task

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

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

You can define several conditions for a field group. The field group 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 field group.
 

Note: Make sure the Steps section is in edit mode.
5. Click the Details tab.
6. In the Conditions section, 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 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.
8. Define the range of values that define the condition. The field group is only hidden or disabled for the defined range of values.
  In the Range field, enter or select a value.
9.

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

  • Hide the field group. The field group is not shown on the workflow task dialog, on the related tab page.
  • Disable the field group. The field group is shown on the workflow task dialog, on the related tab page. 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 field group is hidden.
Related to Notes

Edit step field groups

 		 

Edit step field groups

 		 

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