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

Set up field conditions
Application task

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

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

You can define several conditions for a field. The field 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. On the Fields tab, in the list, find and select the desired field.
6. Click Conditions.
7. Click Add.
8. 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.
9. Define the range of values that define the condition. The field is only hidden or disabled for the defined range of values.
  In the Range field, enter or select a value.
10.

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

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

Edit step fields

 		 

Edit step fields

 		 

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