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

Set post action parameters
Application task

For some steps in a data entry workflow template, you can define post actions. You can use a post action to run a menu item.

If the menu item is of type Action, it can be required to set parameters.

An action menu item can start a dialog where you must enter parameters and/or query ranges before the action is run.

For such an action menu item, you can preset the parameters and query ranges. So, the action menu item can run without manual intervention.


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 Post actions tab.
6. In the list, find and select the desired post action of Action type 'Action'.
7. Click Parameters.
8. Sub-task: Set parameters.
  8.1 Initialize the parameters for the action menu item.
As a result, for each parameter, as available on the related dialog, a record is added in the Parameters section.
  Click Initialize parameters.
 

Note: Not each action menu item has parameters. Click Show dialog to check if and which parameters must be set.
  8.2 In the list, select the desired parameter record.
  8.3

Use the mapping type to define how the parameter value is determined:

  • Default value: In the Default value field, define a fixed value. Each time the action menu item is run, this value is used as parameter.
  • Record field: In the Record field field, define a field of the workflow document record. When the action menu item is run, the value of this field is used as parameter. Make sure, in the data entry workflow template, that this field is filled before the action menu item is run.
  In the Mapping type field, select an option.
  8.4 If the Mapping type is Default value, enter or select the value that is used as parameter.
  In the Default value field, enter or select a value.
  8.5 If the Mapping type is Record field, select the workflow document record field which value is used as parameter.
  In the Record field field, enter or select a value.
9. Sub-task: Set query ranges.
  9.1 Initialize the query ranges for the action menu item.
As a result, for each query range, as available on the related dialog, a record is added in the Query ranges section.
  Click Initialize query ranges.
 

Note:

  • Not each action menu item has query ranges. Click Show dialog to check if and which standard query ranges can be set.
  • You can manually add query ranges to the initialized query ranges. This gives the same result as when you filter the query by adding ranges on the Inquiries dialog. To do so, click New, and fill in the fields.
  9.2 In the list, select the desired query range record.
  9.3

Use the mapping type to define how the range value is determined:

  • Default value: In the Default value field, define a fixed value. Each time the action menu item is run, this value is used as range.
  • Record field: In the Record field field, define a field of the workflow document record. When the action menu item is run, the value of this field is used as range. Make sure, in the data entry workflow template, that this field is filled before the action menu item is run.
  In the Mapping type field, select an option.
  9.4 If the Mapping type is Default value, enter the values that define the desired range.
  In the Default value field, enter or select a value.
  9.5 If the Mapping type is Record field, select the workflow document record field which value is used as range.
  In the Record field field, enter or select a value.
10. Close the page.
Related to Notes

Set up post actions

 		 

Set up post actions

 		 

Set up post actions

 		 

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